Omni Channel Sales for Perfex CRM

Description

Omni Channel Sales for Perfex CRM

Omni Channel Sales for Perfex CRM is an advanced sales management module designed to unify all your sales channels within your existing Perfex CRM environment. With this module, you can seamlessly integrate, monitor, and manage leads, opportunities, and orders across multiple platforms — all in one centralized dashboard. Ideal for businesses aiming to boost productivity and streamline their multi-channel sales workflow. Distributed by wpshop.net with lifetime free updates and limited email support.

Feature Highlights

• 🔗 Centralized Omni-Channel Hub: Manage sales from multiple sources — web, social, email, phone, and in-store — inside Perfex CRM.
• 📊 Unified Dashboard: Get a 360° view of all leads, deals, orders, and activities in real time.
• ⚙️ Automated Lead Routing: Automatically assign leads to the right sales reps based on rules and criteria.
• 📈 Pipeline & Stage Management: Track every deal’s journey from lead capture to closure with visual pipelines.
• 🤝 Customer Engagement Tools: Connect with customers across multiple touchpoints to improve response rates and conversions.
• 📧 Integrated Communication: Log emails, calls, and messages in one timeline for full sales visibility.
• 🔔 Smart Notifications: Receive alerts for new leads, overdue follow-ups, and pipeline changes.
• 📂 Reports & Analytics: Measure performance by channel, agent, and conversion stage to optimize sales strategies.

Detailed Overview

Omni Channel Sales for Perfex CRM empowers your team to connect and convert leads from every sales channel without switching tools. By integrating various touchpoints such as email, calls, web forms, social media, and retail outlets, this module ensures that no opportunity slips through the cracks.

The intuitive interface enables managers to oversee pipelines, sales reps to manage follow-ups effectively, and business owners to gain valuable insights through comprehensive analytics. Whether you’re a growing SMB or an established enterprise, this module extends Perfex CRM into a full-fledged omni-channel sales hub.

Comparison Table

Feature	Omni Channel Sales Module	Standard Perfex CRM
Multi-Channel Lead Capture	✅ Integrated across web, email, phone, social	❌ Limited to basic CRM sources
Centralized Dashboard	✅ 360° view of all sales activities	❌ Fragmented across modules
Pipeline Visualization	✅ Drag-and-drop deal stages	❌ Requires manual reporting
Smart Notifications	✅ Built-in reminders & alerts	❌ Basic notifications only
Performance Reports by Channel	✅ Advanced analytics included	❌ Requires external reporting tools
GPL License & Lifetime Updates	✅ Provided by wpshop.net	❌ Standard commercial restrictions

Installation Guide

1. Download the Omni Channel Sales for Perfex CRM package from your wpshop.net account.
2. Log in to your Perfex CRM admin dashboard as an administrator.
3. Navigate to Setup → Modules and click Upload Module.
4. Upload the downloaded module zip file and wait for the installation to complete.
5. Activate the module from the modules list and configure your channel integrations (email, forms, etc.).
6. Start managing your omni-channel sales process directly within Perfex CRM.

Licensing Information

Omni Channel Sales for Perfex CRM is distributed under the GPL license, allowing unlimited installations and full customization freedom. By purchasing from wpshop.net, you receive lifetime free updates and limited email support. We are an independent GPL distributor, not affiliated with the original developer, and fully compliant with GPL guidelines.

FAQs

Q1: Do I need a separate Perfex CRM license?

Yes. This module requires a working installation of Perfex CRM. It extends its functionality for omni-channel sales.

Q2: Can I track sales from social media with this module?

Yes. It allows you to capture and manage leads from supported social platforms and other channels.

Q3: Is the setup process beginner-friendly?

Absolutely. The installation process is simple, and the interface is intuitive for sales teams.

Q4: Does it support pipeline customization?

Yes. You can customize your deal stages and pipeline workflow according to your business model.

Q5: Are updates included in the purchase?

Yes. Buying from wpshop.net ensures lifetime free updates under GPL compliance.

Why Choose Omni Channel Sales for Perfex CRM?

Omni Channel Sales for Perfex CRM consolidates all your sales channels, streamlines processes, and improves customer engagement. With real-time dashboards, automated routing, and detailed reports, it’s a must-have module for businesses looking to scale their sales operations effectively.

Transform Your Sales Process Today!

Unify all your sales touchpoints and empower your team with Omni Channel Sales for Perfex CRM. Download now to unlock the power of centralized sales management with lifetime updates from wpshop.net.