This is a module of Perfex CRM

Demo:

The Lead Manager module allows various call methods to connect with Perfex core leads using the latest tools.Unlike manually recalling and storing data, this module helps to save information in a better way for communication, so it will help convert leads in a more efficient way.

Only one account is required to manage calls for all employees and call permission management for individual employees to avoid unnecessary calls.

Features:-

• Video call with zoom
• Called by twilio
• Sms
• send group message
• 2 way SMS
• SMS, Call, Zoom and Activity Log functionality for perfex customers
• Missed, busy, unanswered call notifications
• Separate audio calls to log assigned staff
• Video/audio call recording
• Softphone on full CRM
• One twilio account globally available to all employees
• Each employee has their own twilio number
• Employee license for supervisor
• Call mute function
• Add/Update Notes
• View Notes
• Redirect from Lead Manager to Lead
• Activity log for calls, text messages, recordings
• Dashboard
• View All Video Call Appointments
• Incoming/Outgoing Individual Call Duration in Activity Log
• Incoming/Outgoing Individual Employee Duration in Dashboard
• Twilio account balance on the dashboard
• Total twilio incoming numbers on dashboard
• There are a lot more

Well-organized API documentation for integration

Changelog:-

07-12-2021

SMS issue has been fixed on leads/customer

02-12-2021

Fixed migration issue on upgrade module.

01-12-21

1- Added more filters on lead and meetings page.
2- Zoom meetings 2 way sync.
3- 2-way sms integrated for leads and perfex customers.
4- SMS, Call, zoom meetings and activity log features added for Perfex customers.
5- Verify purchase key features added.

20-09-21

confilict twilio phone number and video appointment modal not open fixed

27-08-21

Menu Slug issue fixed

26-08-21

Dashboard filter, incoming issue fixed.
Change status convert to customer issue fixed.

20-08-21

Next Follow up date added in lead table
Some minor bug fixed

Lead Manager Module for Perfex CRM [Free Download]
Lead Manager Module for Perfex CRM [Nulled]
PHP Scripts » Add-ons