Preview: Flexible Lead Scoring and Lead Rating Module for Perfex
Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin.
Table of Contents
Brief description
As leads flows into your CRM from various sources e.g Facebook, Google, Event e.t.c, You will agree with me that all Leads do not require the same level of attention.This is why we have developed a Lead Scoring Module, you can Use criteria to rate your Leads and target the best Leads with utmost important to you.
You have an Ideal Personal Profile that fits your business, say, Leads from specific City or who has a Title say Dr. or who only has Business Email Addresses. You can use Flexible Lead Scoring Criteria functionality to Filter your Leads to prioritise Leads and target the best Leads.
Features
- Create Criteria for Leads Fields e.g Name, City, Address e.t.c
- Support 14 Operators so you can Apply Strings and Numeric Operators For example, Check if Address that Contains any Text or Starts With or Ends With or IS EMPTY e.t.c
- Create Criteria for your Leads Custom fields. It also supports Array/Multiple Select Fields
- Apply Criteria to your Leads Records to calculate Lead score
- Automatic Score Calculate for New Leads
- See Breakdown of Scores and Which Criteria was applied for each Lead
- Order Leads based on Scores on the Leads Table e.g ASC or DESC
- Insights and Analytics of your Lead Score based on your Score Criteria
Because Criteria are applied to all your Leads, Seeing the only the Score on leads table is sometimes not enough, you want to see the Breakdown of which Criteria match a specific Lead, We thought so too.
As you deal with Large number of Leads, it becomes increasingly difficult to focus on the right leads and convert them to customer. Lead Scoring module simplifies this process for you and your team, if a Lead source or Lead Forms are showing promising avenue for your business, assign a higher score to those leads
DEMO
Admin Username
Password
password@1234
Installation
Included Documentation will help you upload and activate the module inside Perfex CRM.
Support
Please send an email from Support page for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in comments section.
VERSION HISTORY
Version 1.0.1 – 1 February 2024
Improvement Updates
FIXED - Add Lead Modal
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