Call Log module for Perfex CRM
Call Log module for Perfex CRM is the one you 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.
Also Checkout: core Script: https://web4free.in/perfex-powerful-open-source-crm/
- 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
Try the demo, view the attached screenshots.
We will support you on any issues with our module trust that, just send us a message, thanks for the support from the community.
Version 1.2.1 Call Log 11/05/2021 updates
- Allow admin to disable bulk sms from staff
- Allow staff members to enter individual Twilio account or use global account.
- Allow staff members and admin to record calls
In the module we have included an update to create goals for the number of calls for each staff, if you wish to use it please use the update goals module include.
All follow up calls are saved in the calendar as a reminder, search for the extra tab “Call Log” in the contact or lead.
When u download the module you first need to unzip the package in the package you will find a another zip “Leads Call Log Tab.zip” this is the file that needs to be replace to allow the call log tab for leads, Perfex doesn’t provide a webhook for leads so this is a work around, please ensure you back up the existing file before you replace the existing. If you need help with this please contact us with your FTP details.
Steps to install or Updating Call log module for Perfex:
- Download the Zip from Codecanyon
- Unzip the file using Winrar it should contain a number of folders Call_logs, Goals, and Leads call log tab.
- Go to your Perfex > Setup > Modules and install call_log (if your updating the module ensure you have clicked on the update database link or you log will not save)
- If you want to make calls using Twilio, ensure you have entered the Twilio API information, by going to Setup > SMS Twilio.
- If you want to use the updated Goals module you can install that too
- If you want to log Leads calls, because perfex doesn’t have a webhook for leads, we have created a work around, grab the file leads.php in Leads Call Log Tab and upload it to locate this path /application/views/admin/leads/ in your server and you should be all done. Ensure you do a back of the original file before upload.