Lead Follow up Scheduler Module for Perfex CRM

Description

Lead Follow up Scheduler Module for Perfex CRM

Lead Follow up Scheduler Module for Perfex CRM is a must-have GPL-licensed addon that empowers sales teams to organize, automate, and track follow-ups with leads directly inside Perfex CRM. Designed to improve lead nurturing and conversion rates, this module helps you schedule reminders, set recurring follow-ups, and stay on top of every prospect without missing critical opportunities. Each purchase from wpshop.net comes with lifetime free updates and limited email support, ensuring smooth setup and ongoing reliability.

🚀 Feature Highlights

• ✅ Follow-up Scheduling: Easily schedule one-time or recurring follow-up tasks for leads and opportunities.
• ✅ Automated Reminders: Get timely email or in-app reminders so you never miss a follow-up.
• ✅ Lead Activity Timeline: View a complete history of all follow-up interactions with each lead.
• ✅ Team Collaboration: Assign follow-up schedules to team members and monitor their progress in real time.
• ✅ Customizable Follow-up Types: Define call, email, or meeting reminders tailored to your workflow.
• ✅ Smart Notifications: Stay updated with instant alerts for due or overdue follow-ups.
• ✅ Seamless CRM Integration: Works natively with Perfex CRM’s leads, contacts, and reporting modules.
• ✅ Reports & Insights: Analyze follow-up effectiveness and measure conversion performance.

📖 Detailed Overview

Lead Follow up Scheduler Module streamlines your lead management by adding powerful follow-up scheduling features to Perfex CRM. It allows sales reps to create follow-up reminders for calls, meetings, or emails while maintaining a clear timeline of interactions with every prospect. Automated reminders help ensure no opportunities slip through the cracks, while reporting tools enable managers to track the effectiveness of follow-ups and optimize sales strategies. By organizing workflows and automating routine reminders, this module saves time and enhances customer relationship management.

📊 Comparison Table

Feature	Lead Follow up Scheduler	Basic CRM Follow-up
Follow-up Scheduling	✔ Advanced scheduling with recurring reminders	✖ Limited to manual task creation
Automated Notifications	✔ Smart email & in-app alerts	✖ Minimal or no reminders
Activity Timeline	✔ Full lead interaction history	✖ Basic notes without a timeline view
Team Collaboration	✔ Assign follow-ups & track progress	✖ No team-based follow-up tracking
Customizable Follow-up Types	✔ Create call, email, or meeting reminders	✖ Generic task creation only
Conversion Insights	✔ Measure performance of follow-up activities	✖ Limited analytics and reporting
Lifetime Free Updates	✔ Included with GPL license	✖ Usually requires premium subscription

⚙️ Installation Guide

1. Download the Lead Follow up Scheduler Module from your wpshop.net account.
2. Log in to your Perfex CRM admin dashboard.
3. Go to Setup → Modules → Upload Module and upload the downloaded ZIP file.
4. Click Install and then Activate the module to enable it.
5. Access the module settings to configure default follow-up types, notification preferences, and team permissions.
6. Create test follow-ups to ensure reminders, notifications, and activity timelines function as expected.

🔑 Licensing Information

Lead Follow up Scheduler Module for Perfex CRM is distributed under the GPL (General Public License), granting you the freedom to install, customize, and deploy it on unlimited domains you own or manage. The product is provided by wpshop.net and is not affiliated with or endorsed by the original developer. Every purchase includes lifetime free updates and limited email support for setup guidance and troubleshooting.

❓ FAQs

Q1: Can I set recurring follow-ups for leads?

Yes. The module allows you to create both one-time and recurring follow-up schedules for calls, meetings, and emails.

Q2: Does the module send automated reminders?

Absolutely. It provides automated email and in-app reminders to ensure no follow-ups are missed.

Q3: Can team members collaborate using this module?

Yes. You can assign follow-ups to team members and track their progress in real-time within Perfex CRM.

Q4: Is there a way to view all interactions with a lead?

Yes. The module features an activity timeline displaying the entire history of follow-ups and actions for each lead.

Q5: Will I get lifetime updates and email support?

Yes. Purchases from wpshop.net include lifetime free updates and limited email support for installation and bug-related assistance.

🌟 Why Choose Lead Follow up Scheduler Module for Perfex CRM?

Lead Follow up Scheduler is the ultimate solution for sales teams looking to stay organized, consistent, and proactive in managing lead communication. By automating reminders and providing detailed timelines, it reduces missed opportunities and improves lead conversion rates. Its GPL license, seamless Perfex CRM integration, and lifetime updates make it a cost-effective tool for any business focused on growth and customer relationship management.

🚀 Get Started Today!

Take control of your sales process with the Lead Follow up Scheduler Module for Perfex CRM! Organize your follow-ups, automate reminders, and increase conversion rates effortlessly. Add to Cart Now to benefit from GPL licensing, lifetime free updates, and reliable email support from wpshop.net.