Lead Manager Module for Perfex CRM
This is a module for
Perfex CRM
Demo:Click here
Lead supervisor module permitting numerous calling strategies to attach with the Perfex core leads utilizing newest instruments. Unlike guide calling and storing information, this module helps to maintain info in a greater method for communication therefore it is going to assist to transform leads in a extra environment friendly method.
Only one account will probably be wanted to handle all workers calls together with name permission administration for particular person workers to keep away from pointless calls.
Features:-
- Email- Send/obtain
- Video name through zoom
- Call through twilio
- Sms
- Bulk Sms
- 2-way sms utilizing twilio
- 2-Way whatsapp chat utilizing twilio
- SMS, name, zoom and exercise log options for perfex clients
- Notification for missed, busy, no anaswer calls
- Individual audio name touchdown to assigned workers
- Video/Audio name recording
- Soft Phone on full CRM
- One twilio account used Globally for all workers
- Each workers has personal twilio numbers
- Each workers has personal electronic mail SMTP/IMAP setting
- Staff Permission for lead supervisor
- Call Mute performance
- Add/replace Remarks
- View Remarks
- Re-direction from lead supervisor to leads
- Activity log for name,sms, recording
- Dashboard
- View all video name Appointments
- Incoming/outgoing seprate name length in exercise log
- Incoming/outgoing seprate workers length in dashboard
- Twilio account stability on Dashboard
- Total twilio incoming numbers on Dashboard
- Many More
Well organised Api’s doc avilable for integration
Change Log:-
15-04-2024
1-Zoom deprecation warning mounted.
2-Chat/whatsapp web page loading subject mounted.
26-02-2024
Mailbox loading subject mounted!.
10-11-2023
Fixed buy key activation subject!.
Fixed buy key activation subject!.
01-09-2023
500 inside server error has been mounted.
24-08-2023
1- Removed JWT zoom integration as a result of deprecation of API.
2- Server to server OAuth newly built-in.
10-05-2023
1- Twilio socket provoke mounted!
10-05-2023
1- 500 error web page on dialog web page mounted!.
2- Failed to avoid wasting setting of mailbox alert mounted!.
3- Attchments and cc mail not recieve mounted!
4- in case your despatched electronic mail has empty message kindly verify your associated electronic mail template in setup/electronic mail templates menu.
12-04-2023
1- "No buy belonging to the present consumer discovered with that code" error mounted.
12-04-2023
1- 500 pages breaking after module set up mounted. 2- After CRON configuration on server IMAP electronic mail not obtained mounted. 3- Whatsapp template in setup menu insertion subject mounted. 4- After filter on whatsapp web page, contacts not loaded subject mounted.
16-03-2023
1- Whatsapp utilizing twilio telephone numbers.(There isn't any assist avilable with out having fb enterprise authorized account for whatsapp options.) 2- Show/cover lead/purchasers contacts for different workers(permission added) 3- Purchase key Validation added. 4- Email notification with counting. 5- Custom templates added for ship electronic mail utilizing mailbox 6- Custom Meeting template for each workers and consumer 7- IMAP port added (whereas default port is 993 if not added) 8- mounted Send electronic mail date time present present system timings 9- Next followup date time as in added format mounted 10- mailbox despatched gadgets (not open) mounted 11- IU fixes for CRM model
14-12-2022
1- Icons subject has been mounted as per Perfex New Version. 2- if any IMAP error come it could save in exercise log of associated workers
Change Log:-
10-05-2022
1- Decryption allow for password mailbox 2-Email password discipline clean (admin/workers should re-enter password for replace setting)
30-03-2022
IMAP sync with electronic mail subject resolved.
02-03-2022
1- Mailbox Bug mounted. 2- Staff Profile subject mounted.
26-02-2022 V-1.0.3
1- Email integration. 2-Bug mounted.
06-01-2022
1- view personal permission added for workers. 2-SMS menu deprecation subject mounted. 3-view personal permission added for clients
07-12-2021
SMS subject has been mounted on leads/buyer
02-12-2021
Fixed migration subject on improve module.
01-12-21
1- Added extra filters on lead and conferences web page. 2- Zoom conferences 2 method sync. 3- 2-way sms built-in for leads and perfex clients. 4- SMS, Call, zoom conferences and exercise log options added for Perfex clients. 5- Verify buy key options added.
20-09-21
confilict twilio telephone quantity and video appointment modal not open mounted
27-08-21
Menu Slug subject mounted
26-08-21
Dashboard filter, incoming subject mounted. Change standing convert to buyer subject mounted.
20-08-21
Next Follow up date added in lead desk Some minor bug mounted
