Lead Manager Module for Perfex CRM 1.0.3


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Lead manager module allowing various calling methods to connect with the 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.
Video call via zoom
Call via twilio
Bulk Sms
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
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
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

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