Flexible Keep In Touch For Perfex
- Uploaded : 10th April 2024
- Views : 111
Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin.
Struggling to keep track of customer engagement? You can experience seamless customer engagement management with our “Keep In Touch” Module.
Effortlessly manage your interactions by customising the frequency of check-ins with your targeted prospects, leads, or contacts.
Tailor your outreach strategy with precision by setting individual Keep In Touch Rules for each contact.
You can set up as many configurations for CALLS, MEETINGS and TASKS as you want for your contact at any frequency (DAILY,WEEKLY, MONTHLY) of your choice.
Recognising the uniqueness of each customer relationship, our flexible KIT module approach ensures that the timing aligns perfectly—it allows you to choose shorter intervals for some contacts and longer intervals for others, ensuring a personalised and effective approach for each contact.
You can setup multiple KIT rules for the same contact, Once the scheduled KIT activity is completed, the system will automatically generate another KIT activity with a configured interval, ensuring a continuous and streamlined engagement process.
This module is aimed at increasing your team productivity and provide insight into customer/leads engagements and outreach activities.
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