Lead Manager Module for Perfex CRM

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This is a module for Perfex CRM

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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

Well organised Api’s document avilable for integration