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
