Flexible Lead Scoring 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.

Brief description

You have an Ideal ideal personal that fits your business, say, Leads from specific City or who has a Title say Engr or who only with with business Email Address that START or END WITH a particular Text. Lead Scoring support all these with custom fields that helps you prioritise leads based on configured Criteria.

As you Deal with Large number of leads, it becomes increasingly difficult to focus on the right leads and convert them to customer. This is where Lead module can help you know which Leads matches your ideal customer profile and Laser Focus on them.

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.

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