32 comments found.
Hello, how are you? Please, where did you request the module’s release for my new domain? I’ve already disabled the module on the old domain, but I’m still getting the usage alert elsewhere.
Kindly contact us via support.
Can I setup to automatically send a Welcome email instantly to all my new leads, at creation?
Also will like to send another email 3 hours after lead is created.
I see you can only choose 1 day after, and select the time of the day.
Can this be setup?
You can set 0 days if you want to send for today leads, but this module sends emails at perticular time set in it. Like at 12PM, at 5PM etc.
Regarding the Lead Follow Up Scheduler Module for Perfex CRM, I would like to ask: When a notification is sent, is it sent to all staff members or only to the staff member assigned to the client?
Notification to staff is for staff associated with Lead. Notification will be sent to the staff who is assigner for that lead.
How to make schedule to work the same day? I got my lead form, and i feature is as “Get PDF Book”, but the minimum schedule is the next day, how to fix it?
We request you to contact us via support.
Hello, I have a question, I have many new customers who register, but do not verify emails, probably bots, so I want to configure auto email drip campaign to only verified email customers, is it possible with your module to send emails only to verified email customers? To skip bots.
The Lead follow-up module sends an Email to the leads. There is no distinguish in the leads for bots or Genelin in Perfex CRM. Thanks
I think I may want to upgrade to Extended License. Will it work with this SaaS module? I have Extended license for Perfex. https://codecanyon.net/item/perfex-crm-saas-module-transform-your-perfex-crm-into-a-powerful-multitenancy-solution/46070331
Extended license will allow to use the license at multiple perfex instances.
Is it possible to use the following module as an SMS gateway?
https://codecanyon.net/item/whatsbot-whatsapp-marketing-bot-chat-module-for-perfex-crm/53052338?s_rank=4We do not know about how that module works. Our module uses default SMS gateway set in perfex CRM. Thanks
NO SOLUTION FOR WHATSAPP ?
This plugin is not relying on third party tools. It will send an SMS with the default SMS gateway activated in perfex CRM.
will it work with any WhatsApp Cloud api plugin ? to follow up via whatsapp instead sms or email just
This plugin will send an SMS with the default SMS gateway activated in perfex CRM.
what is the solution for whatsapp their are many pluggin already with cloud whatsapp api atleast iegrate that with if you not bringing whatsapp option
Hello, is this module compatible with SAAS modules?
It depends on SAAS module. Each regular license is only activated for one tenant.
does it make sure to send follow up only once? Or does it keep running as long as lead status is still the same?
Created schedule will run every day and find leads that match the criteria to send SMS/email.
Can I fix the schedule based on specific leads instead of the entire category? Suppose I have a lead named Mr. John and want to set a reminder only for him. Is that possible?
No. Leads follow up scheduler will run every day, and it will check for every new lead which comes under the criteria. So, SMS or email will be sent to each and every lead which satisfy the condition.
Is it possible to customize if I want such criteria?
We request you to contact us via support.
hello but need to setup every time the reminder or it’s enough setup one time for all?
You will need to create a schedule for reminder. Like if you want to send reminder for lead status “Pending” and Lead is created before 7 days. So, scheduler will run every day and check for new leads which are 7 days old, and status is Pending. You can create multiple schedulers like check for 5 days old, 7 days old, 15 days old etc. Hope you got clear idea.
Thank you!
Can i send email or sms to one lead as a follow up?
Leads follow up scheduler will run every day and it will check for every new leads which comes under the criteria. So SMS or email will be sent to each and every leads which satisfy the condition.
Good morning,
It would be advisable to implement certain rules, such as:
1. If a quote has already been sent to the client. 2. If the client has already opened the quote. 3. If the lead manager or client has not followed up, a follow-up task or reminder should be automatically scheduled. 4. Within the same module, according to the status of the lead, actions can be assigned to the managers and a follow-up can be made as to whether they have been completed or not. For example: make a call, schedule a meeting, send the quote, or close the sale.
These functionalities would significantly enhance the use of this great module.
Thank you for the suggestion.
Is there a possibility of sending attachments in the mails?
Right now, no attachments.
Do you plan to add it to proximate updates? That function would be great
Thank you for the suggestion. We will try to add that.
Demo don’t have this module
There is a link of the demo for this module in the description.
is it possible to show some stat, such as Open Rate, Click Rate?
Lead follow-up will show all the follow-ups that you have created.
So I use this to send an automatic sms/email to someone after a set period of time? For example 2 weeks after the system will send an SMS or email to the customer to leave a review or something like that?
Hello, It’s lead follow us module which send sms/email to leads. For example, you can set schedule to send sms/emails to the lead, which has status as customer and lead creation date is before 15 days.This way you can send to customers who are converted from leads.
PRE SAELS QUESTION
GREAT PLUGIN
1) WHICH GETWAAY WILL BE SUPPORTED FOR SMS 2) CAN WE CONNECT SMTP GMAIL FOR SENDING BULK MSG 500 EMAIL PER DAY???
3) WHICH BULK EMAIL SUPPORT FOR REMINDER??? OF EMAILS
1) The default SMS gateway that is enabled in Perfex CRM, will be used to send the SMS. 2) The default Email settings that is enabled in Perfex CRM, will be used to send the Emails. So it depends on your server how many emails can be sent at a time.
