Transform your lead handling process with the Lead Manager Module for Perfex CRM. This powerful module moves beyond traditional, manual methods, providing a centralized hub for all lead communication and activity. Improve team collaboration and efficiency by consolidating all calls, emails, SMS messages, and video conferences directly within your existing Perfex CRM interface.
This module empowers your sales team with a suite of modern communication tools, including seamless integration with Zoom and Twilio. Initiate calls, send and receive emails, and engage in video conferencing directly from lead profiles. Automated logging of all activities ensures a complete history of every interaction, providing valuable insights for follow-up and analysis. Reduce wasted time and improve lead engagement with features like missed call notifications and call recording.
Centralized control is at your fingertips. Manage all staff calls from a single account, with granular permission settings to control access and prevent unauthorized communication. Each staff member can be assigned dedicated Twilio numbers and email configurations, ensuring privacy and accountability. The integrated softphone functionality brings the power of a full CRM directly to your team’s fingertips.
Boost your conversion rates by providing a consistent and professional communication experience. The Lead Manager Module streamlines workflows, enhances team collaboration, and delivers the tools your sales team needs to close more deals. Experience the difference a truly integrated lead management system can make.
PHP
Perfex CRM Framework
Twilio API
Zoom API
SMTP/IMAP
- Email Integration (Send/Receive)
- Zoom Video Conferencing Integration
- Twilio Call Integration
- Bulk SMS Messaging via Twilio
- Two-Way SMS Messaging via Twilio
- Two-Way WhatsApp Chat via Twilio
- Comprehensive Activity Logging (SMS, Calls, Zoom)
- Missed Call, Busy Signal, and No Answer Notifications
- Individual Audio Call Routing to Assigned Staff
- Video and Audio Call Recording
- Integrated Softphone within Perfex CRM
- Global Twilio Account Management
- Dedicated Twilio Numbers per Staff Member
- Individual Staff Email (SMTP/IMAP) Configuration
- Lead Manager Staff Permissions
- Call Mute Functionality
PHP Script
Lead Manager Module for Perfex CRM
Supercharge your Perfex CRM with advanced lead management! Streamline communication, track interactions, and boost conversion rates with integrated calling, SMS, and video conferencing.
Who is this for?
This module is ideal for businesses and sales teams using Perfex CRM who want to improve lead management, streamline communication, and increase conversion rates. It's particularly valuable for companies that rely heavily on phone calls, email, SMS, and video conferencing for lead engagement.
Product Info
- Released August 29, 2025
- Version 1.0.8
- Developer Umva Team
Resources
Demo Credentials
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