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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

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Product Information

  • Last Update18 Apr 2023
  • Release Date18 Apr 2023
  • CategoryWeb Scripts
  • Package Includes HTML, php, Documentation
  • High Resolution Yes
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