Flexible Lead Scoring and Lead Rating Module for Perfex

Description

Flexible Lead Scoring and Lead Rating Module for Perfex CRM

Flexible Lead Scoring and Lead Rating Module for Perfex CRM is an advanced add-on that empowers sales and marketing teams to prioritize leads intelligently. This module integrates seamlessly with Perfex CRM to assign dynamic scores to leads based on user-defined rules—such as demographics, activity, engagement, or source—helping you focus on high-quality prospects that are more likely to convert. Available on wpshop.net with lifetime free updates and limited email support, this module is distributed under the GPL license, allowing you to customize and deploy it without recurring costs.

Feature Highlights

• ⭐ Dynamic Lead Scoring – Automatically assign scores to leads based on engagement, actions, and demographics.
• 📊 Customizable Scoring Rules – Create unlimited rules tailored to your sales process and business objectives.
• 📈 Real-Time Lead Rating – View lead scores and ratings instantly as new data or activities are recorded.
• 🔗 Seamless Perfex CRM Integration – Natively integrates into Perfex CRM’s Leads module for a smooth experience.
• 👥 Improved Lead Segmentation – Segment and filter leads by score to prioritize follow-ups and campaigns.
• 📬 Automated Notifications – Notify your sales team when a lead crosses a scoring threshold or qualifies as hot.
• 📑 Detailed Lead Insights – Access a visual score breakdown to better understand lead readiness and quality.
• ♻️ Lifetime Free Updates – Receive regular updates, security patches, and feature improvements at no extra charge.

Detailed Overview

The Flexible Lead Scoring and Lead Rating Module for Perfex CRM is built to supercharge your lead management process. By assigning scores based on activity (like email opens, website visits, or form submissions), lead source quality, and demographic details, it helps your sales team focus on leads with the highest potential value. The customizable rule engine makes it adaptable for any industry—from SaaS and eCommerce to B2B services—ensuring you can align scoring logic with your unique funnel strategy. With lead ratings visible directly in Perfex CRM, sales reps can act faster and convert smarter.

Comparison Table

Feature	Flexible Lead Scoring Module	Default Perfex CRM Leads
Dynamic Lead Scoring	✔ Rule-based scoring and automatic updates	✖ No built-in scoring system
Lead Rating Display	✔ Real-time score and rating in lead profile	✖ Manual qualification by sales team
Custom Rules	✔ Fully customizable scoring logic	✖ Limited to basic custom fields
Segmentation by Score	✔ Filter and prioritize leads by score	✖ Cannot segment leads automatically
Notifications	✔ Automatic alerts for hot leads	✖ Requires manual monitoring
Licensing	✔ GPL license with lifetime free updates	✖ No advanced scoring features

Installation Guide

1. Purchase and download the Flexible Lead Scoring and Lead Rating Module for Perfex CRM from your wpshop.net account.
2. Log in to your Perfex CRM admin dashboard.
3. Navigate to Setup → Modules and click the Upload Module button.
4. Upload the downloaded ZIP file and click Install.
5. Activate the module under the Modules section and configure your scoring rules.
6. Define criteria for scores and thresholds for lead ratings (e.g., Hot, Warm, Cold).
7. Save changes and start viewing real-time scores and ratings directly in the Leads section.

Licensing Information

The Flexible Lead Scoring and Lead Rating Module for Perfex CRM is distributed under the GNU General Public License (GPL). Purchasing from wpshop.net grants you lifetime free updates and limited email support for installation and basic troubleshooting. You can install and modify it freely on unlimited domains to align with your business needs.

FAQs

Q1: Does this module integrate directly with Perfex CRM?

Yes. It is designed specifically for Perfex CRM and integrates seamlessly into the Leads module.

Q2: Can I customize the scoring criteria?

Absolutely. You can create unlimited scoring rules based on demographics, activity, lead source, and more.

Q3: Will the scores update automatically?

Yes. Scores are updated in real time as new lead data and activities are recorded.

Q4: Can I filter leads by score?

Yes. You can segment leads by score to prioritize sales efforts and follow-ups.

Q5: Are notifications supported for hot leads?

Yes. The module can send automated alerts when leads cross your predefined scoring thresholds.

Q6: Are updates free?

Yes. You will receive lifetime free updates when you purchase from wpshop.net.

Why Choose Flexible Lead Scoring and Lead Rating Module for Perfex CRM?

The Flexible Lead Scoring and Lead Rating Module is the ideal tool for businesses aiming to improve lead qualification and close deals faster. By providing automated scoring, real-time ratings, and actionable insights, it helps sales teams focus on high-priority leads and boost conversion rates. With its GPL license, lifetime free updates, and limited email support from wpshop.net, this module is a must-have extension for Perfex CRM users who want to streamline their sales process.

Upgrade your lead management today! Download Flexible Lead Scoring and Lead Rating Module for Perfex CRM from wpshop.net to unlock smarter lead prioritization and drive more sales—backed by lifetime updates.