Lead Follow up Scheduler Module for Perfex CRM

✨ Key Features

• Scheduled Follow-Up Tasks: automatically create follow-up tasks for leads based on configurable timing (e.g., 24 h after lead creation, or 3 days after quote sent).
• Custom Reminders & Notifications: send email or system notifications to assigned staff when follow-up is due.
• Recurring Follow-Ups: set recurring tasks at specific intervals (daily, weekly) until lead is converted or closed.
• Lead Status Trigger Rules: define rules that trigger follow-ups when lead status changes (e.g., “Contacted” → schedule next follow-up in 2 days).
• Follow-Up Templates: save templates for tasks and notifications (call, email, meeting) and reuse per campaign or lead category.
• Calendar & Timeline View: view upcoming follow-ups in a calendar or timeline view within the CRM for better sales-visibility.
• Integration with Leads Activity Feed: all scheduled tasks show up in lead history so you have full audit trail of follow-up interactions.
• Reports & Analytics: measure follow-up gaps, number of tasks overdue, responsiveness of sales team and conversion correlation.
• User Role Permissions: define who can schedule, edit or override follow-ups based on staff role permissions.
• Manual Override & Task Reassignment: allow managers to reassign or cancel follow-ups easily if priorities change.

⚙️ Technical Stack

• Platform: Perfex CRM (CodeIgniter / PHP) – module architecture compatible with Perfex’s module system.
• Language: PHP (min version 7.4), MySQL database (same as Perfex host requirements).
• Frontend: uses Perfex CRM’s default UI components (Bootstrap 4/5, jQuery) for calendar/timeline views.
• Scheduler Requirement: cron job or task scheduler to queue and execute automatic follow-up creation.
• Server Requirements: Apache or Nginx, mod_rewrite enabled, PHP extensions (Mbstring, JSON, XML, etc.).

🧩 Installation Guide

1. Backup: create a full backup of your Perfex CRM files and database.
2. Upload Module: copy the “Lead Follow-Up Scheduler” module folder into the /modules/ directory of your Perfex instance.
3. Activate: In Perfex CRM Admin → Setup → Modules, enable the “Lead Follow-Up Scheduler” module.
4. Set Permissions: Admin → Setup → Staff Roles, assign “Manage Follow-Ups” permissions to appropriate roles.
5. Cron Configuration: set up a cron job (e.g., every 5 minutes) to run php artisan followup:cron or index.php scheduler/run (depending on module instructions).
6. Configure Rules: Navigate to Admin Panel → Follow-Up Settings: set default delays, templates, notifications and trigger conditions.
7. Test Workflow: Create a new lead, check that follow-up tasks are generated after the configured delay; verify notifications and calendar entries appear.

Tip: Adjust delay rules during pilot launch to ensure volumes are manageable and staff are aligned with follow-up schedule.

📦 Deliverables

• 💾 Module Source Code ready for Perfex CRM installation (GPL-licensed).
• 📖 Documentation / Setup Guide explaining rules, templates and cron setup.
• 🧮 Sample Trigger Templates for common workflows (e.g., “Lead registered → call in 24 h”, “Quote sent → follow-up in 3 days”).
• 📊 Report Views for overdue tasks and conversion metrics.

📱 Supported Platforms

• Host Platform: Perfex CRM (self-hosted).
• Server OS: Linux (Ubuntu/CentOS) or Windows compatible with Perfex host requirements.
• Browser Support: Admin panel works on modern browsers (Chrome, Firefox, Edge, Safari).

🧠 Notes & SEO Assurance

• License: Module intended for GPL redistribution; verify licence terms. Use within self-hosted environment. No warranty implied.
• Customization Tips: Extend deferred follow-ups (e.g., call → email → SMS), integrate with lead scoring systems, link follow-up workflows to marketing automation or external CRM systems.
• Performance: A large number of scheduled follow-ups may require indexing of task tables and monitoring cron execution performance.
• Experience (E-E-A-T): Addresses common business pain-point of “lost leads due to no follow-up” and aligns with proven sales workflow best practices.
• Expertise: Built as extension inside Perfex CRM ecosystem, showing technical integration, scheduling, notifications and analytics knowledge.
• Authoritativeness: This kind of module is aligned with Perfex CRM’s official marketplace extensions and matches real-world CRM enhancement workflows.
• Trustworthiness: Module provides transparent follow-up scheduling capabilities; administrators retain visibility and control over tasks and triggers.
• SEO: Semantic HTML used with keywords like “lead follow-up scheduler”, “Perfex CRM module”, “automated follow-up tasks” to enhance search discoverability.

👨‍💻 Original Developer Credit

Developed by an independent module provider (name not specified here) and intended for Perfex CRM marketplaces.
If you are distributing or commercializing this module, please credit the original author and support via official purchase for updates.

🔒 Disclaimer (Transparency & Trust)

This module-description is provided for informational and educational purposes. We are not the original developers and do not claim ownership of the code or brand.
No warranty, support or automatic updates are included unless you have a promised license.
Always test cron jobs, backup database regularly, and ensure compliance with your operational safeguards when deploying follow-up automation in production.