Flexible Lead Scoring And Lead Rating Module For Perfex

Flexible Lead Scoring and Lead Rating Module for Perfex

Note: This just isn’t a standalone software. This is a plugin for Perfex CRM. You have to put in the Perfex – Powerful Open Source CRM to make use of this plugin.

Brief description

As leads flows into your CRM from varied sources e.g Facebook, Google, Event e.t.c, You will agree with me that every one Leads don’t require the identical degree of consideration.This is why we have now developed a Lead Scoring Module, you possibly can Use standards to charge your Leads and goal the perfect Leads with utmost vital to you.

You have an Ideal Personal Profile that matches your enterprise, say, Leads from particular City or who has a Title say Dr. or who solely has Business Email Addresses. You can use Flexible Lead Scoring Criteria performance to Filter your Leads to prioritise Leads and goal the perfect Leads.

Features

Create Criteria for Leads Fields e.g Name, City, Address e.t.c
Support 14 Operators so you possibly can Apply Strings and Numeric Operators For instance, Check if Address that Contains any Text or Starts With or Ends With or IS EMPTY e.t.c
Create Criteria for your Leads Custom fields. It additionally helps Array/Multiple Select Fields
Apply Criteria to your Leads Records to calculate Lead rating
Automatic Score Calculate for New Leads
See Breakdown of Scores and Which Criteria was utilized for every Lead
Order Leads based mostly on Scores on the Leads Table e.g ASC or DESC
Insights and Analytics of your Lead Score based mostly in your Score Criteria

Because Criteria are utilized to all of your Leads, Seeing the one the Score on leads desk is usually not sufficient, you wish to see the Breakdown of which Criteria match a selected Lead, We thought so too.

Flexible Score

As you cope with Large variety of Leads, it turns into more and more troublesome to deal with the correct leads and convert them to buyer. Lead Scoring module simplifies this course of for you and your crew, if a Lead supply or Lead Forms are displaying promising avenue for your enterprise, assign the next rating to these leads

DEMO

Admin Username

testadmin@gmail.com

Password

password@1234

Installation

Included Documentation will assist you add and activate the module inside Perfex CRM.

Support

Please ship an e-mail from Support web page for any points, questions or ideas. To save time and get fast suggestions, please don’t ask for help in feedback part.