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/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.
• Add Image or PDF Attachment with the follow-up Email.

Preview:

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 : [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. 

Note: This module is product of Sejal Infotech and you should purchase only from valid website that is Codecanyon.net . We are not selling on any other website. If you found this product in other websites, it may be pirated.

Change Logs

Version 1.1.5

- Compatible with Latest Perfex CRM Version 3.4.* 

Version 1.1.4

- Minor Bug fixed. 

Version 1.1.3

- Email Attachment issue fixed. (Try with clear the Browser cache). - Compatible with Latest Perfex CRM Version 3.3.* 

Version 1.1.2

- Email attachment can be set in the schedule, to send Attachment with Follow-up Email. (Attachment type Image or PDF). 

Version 1.1.1

- Compatible with Latest Perfex CRM Version 3.2.1. 

Version 1.1.0

- Now staff can set different Email Subjects for different Schedulers.

Version 1.0.9

- Email Link issue fixed.

Version 1.0.8

- Minor Bug fixed.

Version 1.0.7

- You can scheduler reminders up to 100 Days.

Version 1.0.6

- PHP 8.1 compatibility related issue fixed.

Version 1.0.5

- Added new functionality: Send scheduled Emails also to leads or staffs assigned to leads. 

Version 1.0.4

- Issue solved when showing part of text in the Table of list of schedules. 

Version 1.0.3

- Bug fixed.

Version 1.0.2

- Designing issue solved.

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.