Download Lead Follow up Scheduler Module for Perfex CRM Codecanyon 45358411
“Lead Follow up Scheduler”, module can be use in Perfex CRM allows Admin/Staff to schedule automatic follow up SMS/Email send to Leads at particular Interval of Lead creation.
- “ Lead Follow up Scheduler ” is using, by default enabled SMS gateways, provided by Perfex CRM. You can check for available SMS gateways from SETUP -> Settings -> SMS.
- “ Lead Follow up Scheduler ” is using, by default enabled Emails settings, in Perfex CRM..
- Admin/Staff can set a schedule for one time only, to send automatic follow up SMS or Email for every upcoming Leads. Eg. Send SMS/Email after 1 week of creation of Leads, if Lead status is still in pending.
- Admin or staff can send scheduled multiple SMS / Emails at a time to Leads.
- Admin/staff can send reminder to staff who is assigned Leads.
Added advantage:
- Use default Perfex CRM SMS Gateways, no need to implement new SMS gateway
- Admin and staff will be able to create schedule to send automatic SMS/Email to the leads after specified interval of Lead creation. So admin will not lose their leads, if leads are not having any progress.
- Admin and staff will be able to create schedule to send automatic SMS/Email to the assigned staff of Leads after specified interval of Lead creation. So admin/staff can send reminder to staff, if leads are not having any progress.
- Admin/Staff can see how many Leads are sent an SMS or Email by viewing Schedule for Leads.
- Admin/Staff can see how many Staffs are sent an SMS or Email by viewing Schedule for Staff.
- SMS/Email will be sent automatically to Leads or assigned staffs using Cron Jobs.
- Add Image or PDF Attachment with the follow-up Email.
