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- Unlock seamless CRM and SMS capabilities with Perfex CRM's must-have module. Log all calls, set reminders, track progress, and stay ahead in business development—no more spreadsheets. Enhance your sales team's productivity today!
Want to make and receive calls in Perfex CRM using Twilio? What to send Single and Bulk SMS? Now your can with the most compelling must have module for any sales team or business using Perfex cRM. Are you still logging your customer calls on spreadsheets? One of the fundamental of building relationships with customers and business development is logging all your conversations in one location. Give you and your team the ability to keep a track record of all the calls made, and know when to follow up on opportunities. Create follow up reminders, and even assign call log goals, you asked for those updates so here you go, please leave a review if you want to see more updates. This is not a standalone addon, and only works as a module for Perfex CRM. Please do not purchase this module if you do not have the PerFex CRM. We welcome feedback to improve our products, and please leave a review if you like our modules it will motivate us.
- Add a new call
- Edit existing calls
- Delete existing calls
- Export call list
- Log the duration
- Create follow-up and get a notification when its due
- Mark as important
- Mark as completed.
- Assign a contact (Lead or customer)
- Overview report
- Each staff has his own twilio account
- Record voice calls
- Disable bulk sms
