Flexible Lead Scoring and Lead Rating Module for Perfex

🚀 Overview

The Flexible Lead Scoring and Lead Rating Module for Perfex CRM is a powerful add-on designed to enhance lead management within Perfex CRM by enabling dynamic scoring and rating of leads based on user-defined criteria. :contentReference[oaicite:1]{index=1}

Built with real-world sales and marketing workflows in mind — such as lead source differentiation, demographic weighting, activity-based scoring and lead prioritization — this module demonstrates domain experience in optimizing conversion-focused CRM processes.

Ideal for: Sales teams, marketing operations, CRM administrators, agencies and businesses using Perfex CRM who want to elevate their lead qualification and prioritisation strategies under a GPL-friendly framework.

✨ Key Features

• Dynamic Lead Scoring: Automatically assign scores to leads based on activities, demographics, source or custom criteria. :contentReference[oaicite:2]{index=2}
• Customizable Scoring Rules: Configure unlimited rules tailored to your business model — e.g., leads from a specific city, job title, or with business-email addresses. :contentReference[oaicite:3]{index=3}
• Real-Time Lead Rating Display: View lead scores and ratings immediately in the lead profile within Perfex CRM. :contentReference[oaicite:4]{index=4}
• Seamless Perfex Integration: Plug-in to the Leads module of Perfex CRM — no separate platform required. :contentReference[oaicite:5]{index=5}
• Lead Segmentation by Score: Filter and sort leads by their score or rating so you can focus on the highest-priority prospects. :contentReference[oaicite:6]{index=6}
• Hot-Lead Notifications: Trigger alerts when leads cross certain thresholds or rating-levels to prompt timely follow-up. :contentReference[oaicite:7]{index=7}
• Detailed Score Breakdown: Access visual breakdowns or audit logs of which criteria contributed to a lead’s score. :contentReference[oaicite:8]{index=8}

⚙️ Technical Stack & Requirements

• Platform: Module built specifically for the Perfex CRM system (PHP-based). :contentReference[oaicite:9]{index=9}
• Languages: PHP for backend logic, JavaScript for client-side interactions and UI.
• Database: MySQL/MariaDB (uses the existing Perfex CRM database schema for leads & score data).
• Server Requirements: Web server (Apache or Nginx), PHP version compatible with your version of Perfex CRM, typical PHP extensions (mbstring, json, fileinfo etc.). SSL/HTTPS recommended for security when using notifications/automations.

🧩 Installation Guide

1. Prerequisite: Ensure your Perfex CRM is installed and updated, and you have admin access to the modules section.
2. Upload Module: From Perfex CRM admin dashboard go to Setup → Modules → Upload the ZIP file of the module. :contentReference[oaicite:10]{index=10}
3. Activate Module: Once uploaded, activate the module and navigate to its settings area.
4. Configure Scoring Rules: Define your own criteria (e.g., source = Facebook, city = Dhaka, job title contains “Manager”) and set score values and thresholds. :contentReference[oaicite:11]{index=11}
5. Test Workflow: Create test leads, apply activity (email open, web visit) and verify scoring updates automatically. Check notifications when thresholds are crossed.
6. Go Live: Once configured, train your sales team to use score filtering and rating views in their workflows. Monitor lead-performance and refine scoring rules as needed.

📦 Deliverables

• Complete source-code package of the module “Flexible Lead Scoring and Lead Rating Module for Perfex CRM” (GPL licence). :contentReference[oaicite:12]{index=12}
• Admin panel UI integration, scoring rule engine, notifications system and documentation/README files.
• Licence file (GPL) allowing unlimited domain usage (depending on distributor terms). :contentReference[oaicite:13]{index=13}

📱 Supported Platforms

• Web Browsers: Chrome, Firefox, Safari, Edge — for Perfex CRM and module UI.
• Devices: Desktop and laptops for full admin/sales experience; mobile/tablet browsers supported for lead-score views.
• Server OS: Linux-based (Ubuntu, Debian, CentOS) recommended; Windows server is possible if Perfex CRM stack is supported.

🧠 Notes

• License: Distributed under the GNU General Public License (GPL). You are free to use, modify and redistribute the module under GPL terms (verify distributor rights). :contentReference[oaicite:14]{index=14}
• Customization Tips: Since you receive full source access, you can extend the rule engine (e.g., integrate email/webinar tool events), build custom notifications, or tie lead scoring into automation workflows (CRM tasks, marketing triggers). This allows you to tailor the module exactly to your business logic.
• SEO & Trust Assurance: By prioritising high-value leads via scoring and rating you increase sales efficiency, reduce wasted effort and strengthen decision-making — all of which support business credibility and long-term growth. A well-scored lead pipeline also reflects stronger process maturity, aiding customer/partner trust.
• Experience highlight: The module enables you to treat leads differently based on origin, engagement, demographics — which aligns with modern sales-automation practices and shows the developer’s expertise in CRM workflow optimisation. :contentReference[oaicite:15]{index=15}

👨‍💻 Original Developer Credit

Developed by the vendor listed on CodeCanyon as “Flexible Lead Scoring and Lead Rating Module for Perfex” (Item ID 50412395). :contentReference[oaicite:16]{index=16}

🔒 Disclaimer

This description is provided for informational and GPL-listing purposes only. We are not the original rights-holder of the software. All trademarks and brand assets (such as Perfex CRM) remain the property of their respective owners. For production deployment, ensure you obtain a valid licence, deploy in a secure environment (SSL/HTTPS, backups), and comply with any applicable data-protection or regulatory requirements.