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Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin.
As leads flows into your CRM from various sources e.g Facebook, Google, Event e.t.c, You will agree with me that all Leads do not require the same level of attention.This is why we have developed a Lead Scoring Module, you can Use criteria to rate your Leads and target the best Leads with utmost important to you.
You have an Ideal Personal Profile that fits your business, say, Leads from specific City or who has a Title say Dr. or who only has Business Email Addresses. You can use Flexible Lead Scoring Criteria functionality to Filter your Leads to prioritise Leads and target the best Leads.
Because Criteria are applied to all your Leads, Seeing the only the Score on leads table is sometimes not enough, you want to see the Breakdown of which Criteria match a specific Lead, We thought so too.
Admin Username
Password
password@1234
Included Documentation will help you upload and activate the module inside Perfex CRM.
Please send an email from Support page for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in comments section.
Version 1.0.1 – 1 February 2024
FIXED - Add Lead Modal