Lead Manager Module for Perfex CRM

Lead Manager Module for Perfex CRM

Description

Lead Manager Module for Perfex CRM

Lead manager module allowing various calling methods to connect with the Perfex core leads using latest tools. Unlike manual calling and storing data, this module helps to keep information in a better way for communication hence it will help to convert leads in a more efficient way.

Only one account will be needed to manage all staff calls along with call permission management for individual staff to avoid unnecessary calls.

Features:-

  • Email- Send/receive
  • Video call via zoom
  • Call via twilio
  • Sms
  • Bulk Sms
  • 2-way sms using twilio
  • 2-Way whatsapp chat using twilio
  • SMS, call, zoom and activity log features for perfex customers
  • Notification for missed, busy, no anaswer calls
  • Individual audio call landing to assigned staff
  • Video/Audio call recording
  • Soft Phone on full CRM
  • One twilio account used Globally for all staff
  • Each staff has own twilio numbers
  • Each staff has own email SMTP/IMAP setting
  • Staff Permission for lead manager
  • Call Mute functionality
  • Add/update Remarks
  • View Remarks
  • Re-direction from lead manager to leads
  • Activity log for call,sms, recording
  • Dashboard
  • View all video call Appointments
  • Incoming/outgoing seprate call duration in activity log
  • Incoming/outgoing seprate staff duration in dashboard
  • Twilio account balance on Dashboard
  • Total twilio incoming numbers on Dashboard
  • Many More

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 7 days if a new version is released. We free support within 7 days.

2. After the purchase is confirmed, download links will be available for 7 days. If a license is required, please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

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