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