Lead Manager Module for Perfex CRM

Lead Manager Module for Perfex CRM

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This is a module for Perfex CRM

Demo:Click here

Lead manager module allowing various calling methods to connect with the Perfex core leads using latest tools. Unlike manual calling and storing data, this module helps to keep information in a better way for communication hence it will help to convert leads in a more efficient way.

Only one account will be needed to manage all staff calls along with call permission management for individual staff to avoid unnecessary calls.


  • Email- Send/receive
  • Video call via zoom
  • Call via twilio
  • Sms
  • Bulk Sms
  • 2-way sms
  • SMS, call, zoom and activity log features for perfex customers
  • Notification for missed, busy, no anaswer calls
  • Individual audio call landing to assigned staff
  • Video/Audio call recording
  • Soft Phone on full CRM
  • One twilio account used Globally for all staff
  • Each staff has own twilio numbers
  • Each staff has own email SMTP/IMAP setting
  • Staff Permission for lead manager
  • Call Mute functionality
  • Add/update Remarks
  • View Remarks
  • Re-direction from lead manager to leads
  • Activity log for call,sms, recording
  • Dashboard
  • View all video call Appointments
  • Incoming/outgoing seprate call duration in activity log
  • Incoming/outgoing seprate staff duration in dashboard
  • Twilio account balance on Dashboard
  • Total twilio incoming numbers on Dashboard
  • Many More

Well organised Api’s document avilable for integration

Change Log:-

Change Log:-


1- Icons issue has been fixed as per Perfex New Version.
2- if any IMAP error come it would save in activity log of related staff


1- Decryption enable for password mailbox
2-Email password field blank (admin/staff must re-enter password for update setting)


IMAP sync with email issue resolved.


1- Mailbox Bug fixed.
2- Staff Profile issue fixed. 

26-02-2022 V-1.0.3

1- Email integration.
2-Bug fixied.


1- view own permission added for staff.
2-SMS menu deprecation issue fixed.
3-view own permission added for customers


SMS issue has been fixied on leads/customer


Fixed migration issue on upgrade module.


1- Added more filters on lead and meetings page.
2- Zoom meetings 2 way sync.
3- 2-way sms integrated for leads and perfex customers.
4- SMS, Call, zoom meetings and activity log features added for Perfex customers.
5- Verify purchase key features added.


confilict twilio phone number and video appointment modal not open fixed


Menu Slug issue fixed


Dashboard filter, incoming issue fixed.
Change status convert to customer issue fixed.


Next Follow up date added in lead table
Some minor bug fixed

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