Brief Description

“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.

Preview:

1. Create Scheduler for Lead followup2. List of schedulers

Documentation

It takes only a few seconds to be installed and activated. Documentation is included.

If you have any questions, feel free to raise a support ticket at our support area. Guys from support department will get back to you as soon as possible with a reply.

Keep in mind that absolutely no coding is needed! Just follow the instructions and be able to use “Lead Follow up Scheduler” module in minutes.

Demo

View Demo

UserName : lead_followup@demo.comPassword: 12345678

Note:

 - In the Demo, you will not receive any SMS, because SMS gateways are not enabled. But you can see to which Lead an SMS is sent, by viewing Scheduler.

 - You need to enable any one SMS gateway given in Perfex, to use this module.

 - You can send multiple custom SMS at a  time, but number of SMS at  a time, will be depend on allowed by your SMS provider or Server.

- To send Scheduled Multiple SMS, Cron Jobs for Perfex CRM need to be set on your Server.