Are you continue to logging your buyer calls on spreadsheets? One of many basic of constructing relationships with prospects and enterprise improvement is logging all of your conversations in a single location. Provide you with and your crew the capacity to maintain a observe document of all of the calls made, and know when to observe up on alternatives. Create observe up reminders, and even assign name log objectives, you requested for these updates so right here you go, please depart a overview if you wish to see extra updates. This isn’t a standalone addon, and solely works as a module for Perfex CRM. Please don’t buy this module in the event you should not have the PerFex CRM.
- Add a brand new name
- Edit present calls
- Delete present calls
- Export name record
- Log the length
- Create follow-up and get a notification when its due
- Mark as essential
- Mark as accomplished.
- Assign a contact (Lead or buyer)
- Overview report
Attempt the demo, if it doesn’t work please view the connected screenshots.
- https://portal.nayyartech.com/admin
- Username: demo_call_log@demo.com
- Password: demo
We’ll help you on any points with our module belief that, simply ship us a message, thanks for the help from the neighborhood.
Variations 2.00 Name Log 18/08/2020
1. Make calls in name log utilizing Twilio Api
2. Replace Name Begin time and Finish Time on Name button
3. Fetch the Lead Cellphone quantity if consumer has chosen Lead as useful resource.
4. Assist extra languages
3. Abstract web page present the every day and month-to-month outcomes of every consumer.
5. Further Filter to point out full and incomplete calls.
7. Add performance, Edit and Take away Name Sorts, and Kind
8. customers can outline personal name varieties values
9. Customers can outline personal course values
10. Filter by, employees, sort, lead, buyer, standing.
11. Comply with-ups are saved as reminders within the calendar
12. Person can create objectives for name log employees.
11. Basic bug fixes search not working.
API:
Please word for twilio api, you may solely name verified numbers so in the event you enter a quantity and nothing occurs it on account of that very same cause, as soon as you buy the module, simply going to setting and replace the api key and if u have a full account you may make full calls utilizing the module.
Targets:
Within the module we’ve got included an replace to create objectives for the variety of requires every employees, in the event you want to use it please use the replace objectives module embody.
Reminders:
All observe up calls are saved within the calendar as a reminder
