Want to make and receive calls in Perfex CRM using Twilio? What to send Single and Bulk SMS? Now your can with the most compelling must have module for any sales team or business using Perfex cRM. Are you still logging your customer calls on spreadsheets? One of the fundamental of building relationships with customers and business development is logging all your conversations in one location. Give you and your team the ability to keep a track record of all the calls made, and know when to follow up on opportunities. Create follow up reminders, and even assign call log goals, you asked for those updates so here you go, please leave a review if you want to see more updates. This is not a standalone addon, and only works as a module for Perfex CRM. Please do not purchase this module if you do not have the PerFex CRM. We welcome feedback to improve our products, and please leave a review if you like our modules it will motivate us.
- Add a new call
- Edit existing calls
- Delete existing calls
- Export call list
- Log the duration
- Create follow-up and get a notification when its due
- Mark as important
- Mark as completed.
- Assign a contact (Lead or customer)
- Overview report
- Each staff has his own twilio account
- Record voice calls
- Disable bulk sms
Try the demo, view the attached screenshots.
- Username: CC@prontoinvoices.com
- Password: ModqrgFOCP9D
We will support you on any issues with our module trust that, just send us a message, thanks for the support from the community.
Versions 1.0.6 Call Log 18/08/2022 improvements and new features
- Make calls in call log using Twilio Api
- Update Call Start time and End Time on Call button
- Fetch the Lead Phone number if user has selected Lead as resource.
- Support additional languages
- Summary page show the daily and monthly results of each user.
- Additional Filter to show complete and incomplete calls.
- Add functionality, Edit and Remove Call Types, and Type
- users can define own call types values
- Users can define own direction values
- Filter by, staff, type, lead, customer, status.
- Follow-ups are saved as reminders in the calendar
- User can create goals for call log staff.
- General bug fixes search not working.
Version 1.0.7 call Log 22/08/2020 improvements and bug fixes
- Fetch contacts related to customer calls, to assign to call log
- Renamed the Type to “Call Direction”
- Auto populate the phone, if phone exists in the contact or lead
- Allows user to do define and edit call start and end time
- Call with Staff Member, now the ability to assign call to call owner
- Call owner field, now shows both staff members name
- Update translation for German language.
- Now displays the call button to recall
- Follow up required calls can now be edited.
- Small bug with data formatting display time as NaN, resolved
- Translation file update german language update
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