Lead Follow up Scheduler Module for Perfex CRM
Lead Follow up Scheduler Module for Perfex CRM

Lead Follow up Scheduler Module for Perfex CRM

by Developer
  • Uploaded : 18th May 2023
  • Views : 17
Overview :

Note:This Module is for Perfex CRM Brief Description “Lead Follow up Scheduler”, module can be use in Perfex CRM allows Admin/Staff to schedule automatic follow up SMS 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. Admin/Staff can set a schedule for one time only, to send automatic follow up SMS for every upcoming Leads. Eg. Send SMS after 1 week of creation of Leads, if Lead status is still in pending. Admin or staff can send scheduled multiple SMS 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 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 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 by viewing Schedule for Leads. Admin/Staff can see how many Staffs are sent an SMS by viewing Schedule for Staff. SMS will be sent automatically to Leads or assigned staffs using Cron Jobs. Preview: 1. Create Scheduler for Lead followup

2. List of schedulers


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 : [email protected]
Password: 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. Change Logs Version 1.0.1 - New Functionality: Admin/Staff can set SMS reminders for staff who is assigned the Leads after specific interval of Lead creation. Version 1.0.0 - Initial Release.

FAQs :

To ensure the quality and safety of the item, you should thoroughly check overview description, demo, comments and read reviews from previous buyers if available. Initial support is available with each item & 15 days refund policy is available when your purchased item does not work.

The process for getting support is easy after buying item you can directly get support from developer through ticketing system, support ticket is replied by the developer & reply time will vary depending on the developer. Typically, you can contact the customer support through a support ticket system. Developer should be able to help you with any technical issues or questions you have about the item.

If you are not satisfied with the code you purchased, you should first try contacting the developer to see if they can provide assistance or a resolution. If you are still not satisfied, you may be able to request a refund. Be sure to request refund within 15 days of purchase as per refund policy and guidelines.

A refund request may be denied if the code has already been used or modified, or if it has been longer than the platform's refund period (15 days). Additionally, refunds may be denied if the issue with the code is due to user error or if the code has been intentionally modified or altered by the user.

Payment options when buying item will be typically, payment options can include credit/debit cards, PayPal, Razorpay, and other payment gateways.

Customisation is additional and subject to developer time availablity. So please ask the developer & confirm before making any purchase. Click on Request Customisation button below Buy Now Button or below Request Quote button.
Reviews :

No review yet. Only purchased user can post review.

Comments :

No comment yet. Be the first person to share your comments to the community.

Leave A Comment :

Only registered member can share comment.

Support :

Our verified developers are dedicated to provide best guaranteed support reply by ticketing system. We have been providing ticket support reply to each of our registered clients since 2017 and our estimate reply time is 24/72 hrs, also know it may take additional time if your query requires testing/checking by a developer.

Departments (100% gurantee ticket reply, as ticket is manually solved by developer)

See all previous tickets & running tickets

As support is provided by ticketing system, you can check previous tickets or existing running tickets.

Recent Closed Support Tickets

Subject Ticket ID Ticket DepartmentEmail Status Last Activity
QUERY FOR CHANGING THE CONTENT#14004Technical Supportape************@g****.com
Closed25 May 2023 (10:40 AM)
Shiprocket Connect Guide#14012Technical Supportayu**@u**********.in
Closed24 May 2023 (06:04 PM)
VPS Server Details - from WEBSOLINK#13196New Sale / General Queryjiw****@y****.co
Closed23 May 2023 (04:30 PM)
Website not opening#13993Technical Supportayu**@u**********.in
Closed23 May 2023 (04:28 PM)
Quote for Ecommerce Website & Customisation#13932New Sale / General Queryyad******@g****.com
Closed22 May 2023 (07:11 PM)
Resolved Tickets179Last 30 Days from Today
Resolved Tickets468Last 90 Days from Today
Resolved Tickets887Last 180 Days from Today