Note:This Module is for Perfex CRM
“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.
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.
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.
UserName : firstname.lastname@example.org
- 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.
- New Functionality: Admin/Staff can set SMS reminders for staff who is assigned the Leads after specific interval of Lead creation.
- Initial Release.