Observe:This Module is for Perfex CRM
Temporary Description
“Lead Observe up Scheduler”, module could be use in Perfex CRM permits Admin/Workers to schedule automated observe up SMS/Electronic mail ship to Leads at specific Interval of Lead creation.
- “ Lead Observe up Scheduler ” is utilizing, by default enabled SMS gateways, offered by Perfex CRM. You may test for obtainable SMS gateways from SETUP -> Settings -> SMS.
- “ Lead Observe up Scheduler ” is utilizing, by default enabled Emails settings, in Perfex CRM..
- Admin/Workers can set a schedule for one time solely, to ship automated observe up SMS or Electronic mail for each upcoming Leads. Eg. Ship SMS/Electronic mail after 1 week of creation of Leads, if Lead standing continues to be in pending.
- Admin or employees can ship scheduled a number of SMS / Emails at a time to Leads.
- Admin/employees can ship reminder to employees who’s assigned Leads.
Added benefit:
- Use default Perfex CRM SMS Gateways, no have to implement new SMS gateway
- Admin and employees will be capable to create schedule to ship automated SMS/Electronic mail to the leads after specified interval of Lead creation. So admin is not going to lose their leads, if leads are usually not having any progress.
- Admin and employees will be capable to create schedule to ship automated SMS/Electronic mail to the assigned employees of Leads after specified interval of Lead creation. So admin/employees can ship reminder to employees, if leads are usually not having any progress.
- Admin/Workers can see what number of Leads are despatched an SMS or Electronic mail by viewing Schedule for Leads.
- Admin/Workers can see what number of Staffs are despatched an SMS or Electronic mail by viewing Schedule for Workers.
- SMS/Electronic mail will likely be despatched routinely to Leads or assigned staffs utilizing Cron Jobs.
Preview:
1. Create Scheduler for Lead followup
Documentation
It takes solely just a few seconds to be put in and activated. Documentation is included.
You probably have any questions, be at liberty to boost a help ticket at our help space. Guys from help division will get again to you as quickly as potential with a reply.
Remember that completely no coding is required! Simply observe the directions and be capable to use “Lead Observe up Scheduler” module in minutes.
Demo
View Demo
UserName : [email protected]
Password: 12345678
Observe:
- Within the Demo, you'll not obtain any SMS, as a result of SMS gateways are usually not enabled. However you may see to which Lead an SMS is shipped, by viewing Scheduler. - It's essential to allow anybody SMS gateway given in Perfex, to make use of this module. - You may ship a number of customized SMS at a time, however variety of SMS at a time, will likely be rely on allowed by your SMS supplier or Server. - To ship Scheduled A number of SMS, Cron Jobs for Perfex CRM must be set in your Server.
Observe: This module is product of Sejal Infotech and you can purchase solely from legitimate web site that’s Codecanyon.net. We aren’t promoting on some other web site. In case you discovered this product in different web sites, it might be pirated.
Change Logs
Model 1.1.1
- Suitable with Newest Perfex Model 3.2.1.
Model 1.1.0
- Now employees can set completely different Electronic mail Topics for various Schedulers.
Model 1.0.9
- Electronic mail Hyperlink problem mounted.
Model 1.0.8
- Minor Bug mounted.
Model 1.0.7
- You may scheduler reminders as much as 100 Days.
Model 1.0.6
- PHP 8.1 compatibility associated problem mounted.
Model 1.0.5
- Added new performance: Ship scheduled Emails additionally to leads or staffs assigned to leads.
Model 1.0.4
- Challenge solved when displaying a part of textual content within the Desk of checklist of schedules.
Model 1.0.3
- Bug mounted.
Model 1.0.2
- Designing problem solved.
Model 1.0.1
- New Performance: Admin/Workers can set SMS reminders for workers who's assigned the Leads after particular interval of Lead creation.
Model 1.0.0
- Preliminary Launch.
