- Short Description
- Unlock high-impact lead management with Perfex CRM's powerful Lead Scoring Module. Filter and prioritize leads based on ideal profiles and custom criteria for optimal attention.
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
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.
