🚀 Overview

The Lead Manager Module for Perfex CRM is a robust tool designed to streamline the lead management process within your Perfex CRM system. This module enhances the CRM’s capabilities by providing an intuitive interface for managing, tracking, and converting sales leads more effectively. Perfect for sales teams and businesses, it helps manage lead data, track communications, and improve lead conversion rates.

Target Users: Sales teams, marketing departments, and CRM administrators looking to optimize lead management and boost conversion rates in Perfex CRM.

✨ Key Features

• Lead Capture: Easily capture leads from various sources (manual entry, web forms, email integrations, etc.).
• Lead Status Tracking: Track the status of each lead (e.g., new, contacted, qualified, converted, lost).
• Custom Lead Fields: Add custom fields to capture any relevant lead information specific to your business.
• Lead Source Tracking: Track where each lead originates from (e.g., social media, website, referral) to measure marketing campaign effectiveness.
• Lead Notes & Activity: Attach notes and track interactions with leads, such as phone calls, meetings, and emails.
• Lead Assignment: Assign leads to specific team members to ensure proper follow-up and accountability.
• Lead Conversion: Easily convert qualified leads into customers and link them to relevant modules (e.g., invoices, projects, etc.).
• Reports & Analytics: Generate detailed reports to analyze lead conversion rates, sales pipeline, and team performance.
• Integrated Communication: Sync your emails and call logs for seamless communication history with leads.

⚙️ Technical Stack

• Platform: Perfex CRM
• Languages: PHP, JavaScript, CSS
• Frameworks: CodeIgniter (Perfex CRM’s base framework)
• Database: MySQL
• Version Control: Git (recommended for version management)

🧩 Installation Guide

1. Download the Lead Manager Module package.
2. Upload the module folder to your Perfex CRM installation directory.
3. Navigate to the “Modules” section in the Perfex CRM Admin Panel.
4. Activate the “Lead Manager” module.
5. Configure your lead management settings and custom fields via the module settings page.
6. Start capturing, managing, and converting leads directly within Perfex CRM.

📦 Deliverables

• Complete source code for the Lead Manager Module.
• Installation and user documentation for easy setup and configuration.
• Example configuration files for lead capture forms, lead status options, and reporting settings.
• License files for GPL redistribution.

📱 Supported Platforms

• Perfex CRM: Version 2.0 and higher

🧠 Notes

• License: This module is licensed under the GPL License, allowing modification and redistribution with proper attribution.
• Customization Tips: Customize the lead capture forms and status labels to fit your specific business needs. Modify the user interface via the provided CSS files.
• SEO Assurance: This module improves your CRM’s sales workflow, boosting team efficiency and lead management performance, which can indirectly improve your CRM’s overall SEO ranking by driving more customer conversions.

👨‍💻 Original Developer Credit

Developed by Your Developer and available for purchase on CodeCanyon.

🔒 Disclaimer

This module is distributed under the GPL License, allowing you to redistribute and modify the source code freely. Please ensure that proper credits are given to the original developers as per the license terms.