{"id":70234,"date":"2025-03-26T02:53:47","date_gmt":"2025-03-26T02:53:47","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2025\/03\/26\/lead-manager-module-for-perfex-crm\/"},"modified":"2025-03-26T02:55:03","modified_gmt":"2025-03-26T02:55:03","slug":"lead-manager-module-for-perfex-crm","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2025\/03\/26\/lead-manager-module-for-perfex-crm\/","title":{"rendered":"Lead Manager Module for Perfex CRM"},"content":{"rendered":"<\/a>\n<\/p>\n

LIVE PREVIEW<\/a>BUY FOR $42<\/a><\/p>\n

<\/p>\n

It is a module<\/strong> for
\nPerfex CRM<\/a><\/strong><\/p>\n

Demo:<\/strong>Click here<\/a><\/p>\n

Lead supervisor module permitting varied calling strategies to attach with the Perfex core leads utilizing newest instruments. Not like guide calling and storing knowledge, this module helps to maintain info in a greater method for communication therefore it should assist to transform leads in a extra environment friendly method.<\/p>\n

Just one account can be wanted to handle all employees calls together with name permission administration for particular person employees to keep away from pointless calls.<\/p>\n

Options:-<\/h2>\n
    \n
  • E-mail- Ship\/obtain<\/li>\n
  • Video name by way of zoom<\/li>\n
  • Name by way of twilio<\/li>\n
  • Sms<\/li>\n
  • Bulk Sms<\/li>\n
  • 2-way sms utilizing twilio<\/li>\n
  • 2-Means whatsapp chat utilizing twilio<\/li>\n
  • SMS, name, zoom and exercise log options for perfex prospects<\/li>\n
  • Notification for missed, busy, no anaswer calls<\/li>\n
  • Particular person audio name touchdown to assigned employees<\/li>\n
  • Video\/Audio name recording<\/li>\n
  • Tender Telephone on full CRM<\/li>\n
  • One twilio account used Globally for all employees<\/li>\n
  • Every employees has personal twilio numbers<\/li>\n
  • Every employees has personal e mail SMTP\/IMAP setting<\/li>\n
  • Employees Permission for lead supervisor<\/li>\n
  • Name Mute performance<\/li>\n
  • Add\/replace Remarks<\/li>\n
  • View Remarks<\/li>\n
  • Re-direction from lead supervisor to leads<\/li>\n
  • Exercise log for name,sms, recording<\/li>\n
  • Dashboard<\/li>\n
  • View all video name Appointments<\/li>\n
  • Incoming\/outgoing seprate name period in exercise log<\/li>\n
  • Incoming\/outgoing seprate employees period in dashboard<\/li>\n
  • Twilio account stability on Dashboard<\/li>\n
  • Whole twilio incoming numbers on Dashboard<\/li>\n
  • Many Extra<\/li>\n<\/ul>\n

    Effectively organised Api’s doc avilable for integration<\/strong><\/p>\n

    Change Log:-<\/h2>\n

    01-03-2025<\/strong><\/p>\n

     \n1- Ship a number of messages on chat part mounted.\n<\/pre>\n
    27-02-2025<\/strong><\/p>\n
     \n1- Replace mailbox config challenge mounted.\n2- Ship a number of messages on chat part mounted.\n3- In BOT choices messages not loading for lead mounted.\n<\/pre>\n
    29-01-2025<\/strong><\/p>\n
     \n1- Icon challenge for mailbox pages mounted.\n2- CHAT GPT integration.\n3- Check configuration of SMTP and IMAP each added.\n4- Suitable for brand new model of perfex. \n<\/pre>\n
    15-04-2024 <\/strong><\/p>\n
    \n        1-Zoom deprecation warning mounted.\n        2-Chat\/whatsapp web page loading challenge mounted. \n<\/pre>\n
    26-02-2024 <\/strong><\/p>\n
    \n        Mailbox loading challenge mounted!. \n<\/pre>\n
    10-11-2023 <\/strong><\/p>\n
    \n    Fastened buy key activation challenge!. \n<\/pre>\n
        Fastened buy key activation challenge!. <\/p>\n
    01-09-2023 <\/strong><\/p>\n
    \n    500 inner server error has been mounted. \n\n<\/pre>\n
    24-08-2023 <\/strong><\/p>\n
    \n    1- Eliminated JWT zoom integration as a result of deprecation of API.\n    2- Server to server OAuth newly built-in. \n<\/pre>\n
    10-05-2023 <\/strong><\/p>\n
    \n    1- Twilio socket provoke mounted!\n<\/pre>\n
    10-05-2023 <\/strong><\/p>\n
    \n    1- 500 error web page on dialog web page mounted!.\n    2- Failed to avoid wasting setting of mailbox alert mounted!.\n    3- Attchments and cc mail not recieve mounted!\n    4- in case your despatched e mail has empty message kindly examine your associated e mail template in setup\/e mail templates menu.\n<\/pre>\n
    12-04-2023 <\/strong><\/p>\n
    \n    1- \"No buy belonging to the present consumer discovered with that code\" error mounted.\n<\/pre>\n
    12-04-2023 <\/strong><\/p>\n
     1- 500 pages breaking  after module set up mounted.\n 2- After CRON configuration on server IMAP e mail not obtained mounted.\n 3- Whatsapp template in setup menu insertion challenge mounted.\n 4- After filter on whatsapp web page, contacts not loaded challenge mounted.\n\n<\/pre>\n
    16-03-2023 <\/strong><\/p>\n
    1- Whatsapp utilizing twilio cellphone numbers.(There isn't a assist avilable with out having fb enterprise accepted account for whatsapp options.)\n2- Present\/cover lead\/purchasers contacts for different employees(permission added)\n3- Buy key Validation added.\n4- E-mail notification with counting.\n5- Customized templates added for ship e mail utilizing mailbox\n6- Customized Assembly template for each employees and consumer\n7- IMAP port added (whereas default port is 993 if not added)\n8- mounted Ship e mail date time present present system timings\n9- Subsequent followup date time as in added format mounted\n10- mailbox despatched gadgets (not open) mounted\n11- IU fixes for CRM model \n<\/pre>\n
    14-12-2022 <\/strong><\/p>\n
    1- Icons challenge has been mounted as per Perfex New Model.\n2- if any IMAP error come it will save in exercise log of associated employees\n<\/pre>\n
    Change Log:-<\/h2>\n
    10-05-2022 <\/strong><\/p>\n
    1- Decryption allow for password mailbox\n2-E-mail password discipline clean (admin\/employees should re-enter password for replace setting)\n<\/pre>\n
    30-03-2022 <\/strong><\/p>\n
    IMAP sync with e mail challenge resolved.<\/pre>\n
    02-03-2022 <\/strong><\/p>\n
    1- Mailbox Bug mounted.\n2- Employees Profile challenge mounted. \n<\/pre>\n
    26-02-2022 V-1.0.3<\/strong><\/p>\n
    1- E-mail integration.\n2-Bug mounted.\n<\/pre>\n
    06-01-2022<\/strong><\/p>\n
    1- view personal permission added for employees.\n2-SMS menu deprecation challenge mounted.\n3-view personal permission added for purchasers\n<\/pre>\n
    07-12-2021<\/strong><\/p>\n
    SMS challenge has been mounted on leads\/buyer<\/pre>\n
    02-12-2021<\/strong><\/p>\n
    Fastened migration challenge on improve module.<\/pre>\n
    01-12-21<\/strong><\/p>\n
    1- Added extra filters on lead and conferences web page.\n2- Zoom conferences 2 method sync.\n3- 2-way sms built-in for leads and perfex prospects.\n4- SMS, Name, zoom conferences and exercise log options added for Perfex prospects.\n5- Confirm buy key options added.\n<\/pre>\n
    20-09-21<\/strong><\/p>\n
    confilict twilio cellphone quantity and video appointment modal not open mounted<\/pre>\n
    27-08-21<\/strong><\/p>\n
    Menu Slug challenge mounted<\/pre>\n
    26-08-21<\/strong><\/p>\n
    Dashboard filter, incoming challenge mounted.\nChange standing convert to buyer challenge mounted.\n<\/pre>\n
    20-08-21<\/strong><\/p>\n
    Subsequent Comply with up date added in lead desk\nSome minor bug mounted<\/pre>\n
    \n