{"id":68536,"date":"2025-03-13T21:46:32","date_gmt":"2025-03-13T21:46:32","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2025\/03\/13\/lead-follow-up-scheduler-module-for-perfex-crm\/"},"modified":"2025-03-13T21:48:29","modified_gmt":"2025-03-13T21:48:29","slug":"lead-follow-up-scheduler-module-for-perfex-crm","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2025\/03\/13\/lead-follow-up-scheduler-module-for-perfex-crm\/","title":{"rendered":"Lead Follow up Scheduler Module for Perfex CRM"},"content":{"rendered":"<a href=\"https:\/\/go.fiverr.com\/visit\/?bta=1052423&nci=17043\" Target=\"_Top\"><img loading=\"lazy\" decoding=\"async\" border=\"0\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/fiverr.ck-cdn.com\/tn\/serve\/?cid=40081059\"  width=\"601\" height=\"201\"><\/a>\n<\/p>\n<p><a class=\"wp_automatic_demo_btn\" target=\"_blank\" href=\"https:\/\/1.envato.market\/c\/2840012\/950273\/4415?u=https%3A%2F%2Fcodecanyon.net%2Fitem%2Flead-follow-up-scheduler-module-for-perfex-crm%2Ffull_screen_preview%2F45358411\">LIVE PREVIEW<\/a><a class=\"wp_automatic_buy_btn\" target=\"_blank\" href=\"https:\/\/1.envato.market\/c\/2840012\/950273\/4415?u=https%3A%2F%2Fcodecanyon.net%2Fitem%2Flead-follow-up-scheduler-module-for-perfex-crm%2F45358411\">BUY FOR $25<\/a><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/previews.customer.envatousercontent.com\/files\/550327312\/inline_preview.jpg\"><\/p>\n<h2 id=\"item-description__note-this-module-is-for-perfex-crm\">Observe:This Module is for <a href=\"https:\/\/codecanyon.net\/item\/perfex-powerful-open-source-crm\/14013737\">Perfex CRM<\/a><\/h2>\n<p><img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"http:\/\/si1.sejalinfotech.com\/perfex_images\/si_lead_followup\/preview.png\" alt=\"Lead Follow up Scheduler Module for Perfex CRM - 1\" \/><\/p>\n<h2 id=\"item-description__brief-description\">Temporary Description<\/h2>\n<h4 id=\"item-description__-lead-follow-up-scheduler-module-can-be-use-in-perfex-crm-allows-admin-staff\">&#8220;<u>Lead Observe up Scheduler<\/u>&#8221;, 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. <\/h4>\n<ul>\n<li> &#8220;<u> Lead Observe up Scheduler <\/u>&#8221; is utilizing, by default enabled SMS gateways, offered by Perfex CRM. You may test for obtainable SMS gateways from SETUP -&gt; Settings -&gt; SMS.<\/li>\n<li> &#8220;<u> Lead Observe up Scheduler <\/u>&#8221; is utilizing, by default enabled Emails settings, in Perfex CRM..<\/li>\n<li> 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.<\/li>\n<li> Admin or employees can <strong>ship scheduled a number of SMS \/ Emails<\/strong> at a time to Leads.<\/li>\n<li>Admin\/employees can ship reminder to employees who&#8217;s assigned Leads.<\/li>\n<\/ul>\n<h4 id=\"item-description__added-advantage\">Added benefit: <\/h4>\n<ul>\n<li> Use default Perfex CRM SMS Gateways, no have to implement new SMS gateway<\/li>\n<li> 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. <\/li>\n<li> 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.<\/li>\n<li>Admin\/Workers can see what number of Leads are despatched an SMS or Electronic mail by viewing Schedule for Leads. <\/li>\n<li>Admin\/Workers can see what number of Staffs are despatched an SMS or Electronic mail by viewing Schedule for Workers. <\/li>\n<li>SMS\/Electronic mail will likely be despatched routinely to Leads or assigned staffs utilizing Cron Jobs.<\/li>\n<\/ul>\n<h4 id=\"item-description__preview\">Preview: <\/h4>\n<p><a href=\"http:\/\/si1.sejalinfotech.com\/perfex_images\/si_lead_followup\/preview1.png\" rel=\"nofollow\">1. Create Scheduler for Lead followup<br \/>\n<img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"http:\/\/si1.sejalinfotech.com\/perfex_images\/si_lead_followup\/preview1.png\" alt=\"Lead Follow up Scheduler Module for Perfex CRM - 2\" \/><\/a><\/p>\n<p><a href=\"http:\/\/si1.sejalinfotech.com\/perfex_images\/si_lead_followup\/preview2.png\" rel=\"nofollow\">2. List of schedulers<br \/>\n<img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"http:\/\/si1.sejalinfotech.com\/perfex_images\/si_lead_followup\/preview2.png\" alt=\"Lead Follow up Scheduler Module for Perfex CRM - 3\" \/><\/a><\/p>\n<h2 id=\"item-description__documentation\">Documentation<\/h2>\n<p>It takes solely <u>just a few seconds<\/u> to be put in and activated. <u>Documentation is included.<\/u><\/p>\n<p>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.<\/p>\n<p>Remember that <u>completely no coding<\/u> is required! Simply observe the directions and be capable to use <u>&#8220;Lead Observe up Scheduler&#8221;<\/u> module in minutes.<\/p>\n<h2 id=\"item-description__demo\">Demo<\/h2>\n<h4 id=\"item-description__view-demo\"><a href=\"http:\/\/si1.sejalinfotech.com\/demo_perfex_crm\/admin\" rel=\"nofollow\">View Demo<\/a><\/h4>\n<p> UserName : <a href=\"mailto:lead_followup@demo.com\">lead_followup@demo.com<\/a><br \/>\nPassword: 12345678<\/p>\n<h2 id=\"item-description__note\">Observe:<\/h2>\n<pre> - 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.\n - It's essential to allow anybody SMS gateway given in Perfex, to make use of this module.\n - 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.\n- To ship Scheduled A number of SMS, Cron Jobs for Perfex CRM must be set in your Server. <\/pre>\n<h3 id=\"item-description__note-this-module-is-product-of-sejal-infotech-and-you-should-purchase-only-from\">Observe: This module is product of Sejal Infotech and you can purchase solely from legitimate web site that&#8217;s <a href=\"https:\/\/codecanyon.net\/item\/lead-follow-up-scheduler-module-for-perfex-crm\/45358411\">Codecanyon.net<\/a>. We aren&#8217;t promoting on some other web site. In case you discovered this product in different web sites, it might be pirated.<\/h3>\n<h2 id=\"item-description__change-logs\">Change Logs<\/h2>\n<h4 id=\"item-description__version-1-1-1\">Model 1.1.1<\/h4>\n<pre>- Suitable with Newest Perfex Model 3.2.1.<\/pre>\n<h4 id=\"item-description__version-1-1-0\">Model 1.1.0<\/h4>\n<pre>- Now employees can set completely different Electronic mail Topics for various Schedulers.<\/pre>\n<h4 id=\"item-description__version-1-0-9\">Model 1.0.9<\/h4>\n<pre>- Electronic mail Hyperlink problem mounted.<\/pre>\n<h4 id=\"item-description__version-1-0-8\">Model 1.0.8<\/h4>\n<pre>- Minor Bug mounted.<\/pre>\n<h4 id=\"item-description__version-1-0-7\">Model 1.0.7<\/h4>\n<pre>- You may scheduler reminders as much as 100 Days.<\/pre>\n<h4 id=\"item-description__version-1-0-6\">Model 1.0.6<\/h4>\n<pre>- PHP 8.1 compatibility associated problem mounted.<\/pre>\n<h4 id=\"item-description__version-1-0-5\">Model 1.0.5 <\/h4>\n<pre>- Added new performance: Ship scheduled Emails additionally to leads or staffs assigned to leads. <\/pre>\n<h4 id=\"item-description__version-1-0-4\">Model 1.0.4 <\/h4>\n<pre>- Challenge solved when displaying a part of textual content within the Desk of checklist of schedules. <\/pre>\n<h4 id=\"item-description__version-1-0-3\">Model 1.0.3 <\/h4>\n<pre>- Bug mounted.<\/pre>\n<h4 id=\"item-description__version-1-0-2\">Model 1.0.2 <\/h4>\n<pre>- Designing problem solved.<\/pre>\n<h4 id=\"item-description__version-1-0-1\">Model 1.0.1 <\/h4>\n<pre>- New Performance: Admin\/Workers can set SMS reminders for workers who's assigned the Leads after particular interval of Lead creation.<\/pre>\n<h4 id=\"item-description__version-1-0-0\">Model 1.0.0 <\/h4>\n<pre>- Preliminary Launch.<\/pre>\n<p><img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"http:\/\/si1.sejalinfotech.com\/perfex_images\/si_profile.png\" alt=\"Lead Follow up Scheduler Module for Perfex CRM - 4\" \/><\/p>\n<iframe data-lazy=\"true\" data-src=\"https:\/\/www.fiverr.com\/gig_widgets?id=U2FsdGVkX18x7XQvttUTrv1oEqmGNGTgvvCUiUoJ\/AP4z\/UyMz8lXGOLpu15jIMxBbTR0gmD5uBoFvhC4KWeALQRp3h\/X\/AwcVD0K8Wj9H\/ZzYKzcCNHosB9oS4SCJJFWiN85P9ICAc4OgCoE\/wHKIY7CDkf2\/DQ1vqGvk4smVe5cRDEmrLPCWi4FC8p40VUhSmWQ5udCm0zoJtorgWv3vbDQw0kKYkwn39ozAnQXDe+YvWMxkLFWA+O3TFwkJvdkIK+\/AUSnRssPKt5WHY0FhNOxnSPcLslEL4G4\/RfP95ve99U+kRnDy3X+KtzdQLY+u935ghON\/o3UE4IMv9oN6JX9RnxzL\/LRcOgnHigxStSGPKsZYtnz8RWNVT\/rOLAibqiWJadC5MYHRbekF3eg6FOGrQGkXYbsn0+a5aovnlLCbLwIqY9fcS17UX8J235iQ6cdmHNbrPeS84CMm34RA==&affiliate_id=1052423&strip_google_tagmanager=true\" loading=\"lazy\" data-with-title=\"true\" class=\"fiverr_nga_frame\" frameborder=\"0\" height=\"350\" width=\"100%\" referrerpolicy=\"no-referrer-when-downgrade\" data-mode=\"random_gigs\" onload=\" var frame = this; var script = document.createElement('script'); script.addEventListener('load', function() { window.FW_SDK.register(frame); }); script.setAttribute('src', 'https:\/\/www.fiverr.com\/gig_widgets\/sdk'); document.body.appendChild(script); \" ><\/iframe>\n<br \/>\n<a href=\"https:\/\/1.envato.market\/c\/2840012\/950273\/4415?u=https%3A%2F%2Fcodecanyon.net%2Fitem%2Flead-follow-up-scheduler-module-for-perfex-crm%2F45358411\">Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>LIVE PREVIEWBUY FOR $25 Observe:This Module is for Perfex CRM Temporary Description &#8220;Lead Observe up Scheduler&#8221;, module could be use in Perfex CRM permits Admin\/Workers&#8230;<\/p>\n","protected":false},"author":1,"featured_media":68537,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[2114,2115,2116,2117,2118,2119,2120,2121,2122,2123,209,222,2124,2125,974],"class_list":["post-68536","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-codes","tag-automatic-leads-sms","tag-followup-leads-for-perfex","tag-lead-followup","tag-lead-followup-scheduler-for-perfex-crm","tag-lead-followup-scheduler-module-for-perfex-crm","tag-lead-marketing","tag-lead-module","tag-lead-scheduler-for-perfex-crm","tag-leads-scheduled-sms","tag-leads-sms","tag-module","tag-perfex-crm","tag-perfex-crm-lead-email","tag-perfex-crm-schedule-sms-module","tag-sejal-infotech"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Lead Follow up Scheduler Module for Perfex CRM - mailinvest.blog<\/title>\n<meta name=\"description\" content=\"Technology is forever changing, and there are always new pieces of technology to replace obsolete ones. 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