Description

LeadPilot AI – Smart LeadPilot AI & Lead Automation Module for Perfex CRM

The LeadPilot AI – Smart LeadPilot AI & Lead Automation Module for Perfex CRM revolutionizes how you handle leads with automation, voice integration, and dedicated call logs. Seamlessly integrated into your Perfex CRM, this module ensures enhanced lead communication and management efficiency.

Features:

• AI-Driven Lead Assignment: Automatically assign leads to the right agent based on lead type and preferences.
• Inbound & Outbound Call Management: Customize AI-powered call prompts for smooth communication.
• Voice Integration: Supports Twilio, Vapi.ai, and Bland.ai for real-time voice calls.
• Dedicated Call Logs: Keep track of all calls on a dedicated call logs page.
• Call Logs Tab: View lead-specific call records within the lead details tab.
• Follow-Up Automation: Set automatic follow-ups and actions for efficient lead tracking.
• Configurable Lead Settings: Manage follow-up and post-follow-up lead statuses along with lead sources.

Dashboard Overview

How It Works:

1. Upload & Activate: Install the module from the SETUP > MODULES menu.
2. Configure: Access settings under SETUP > SETTINGS > LeadPilot AI.
3. Start Managing: Assign leads, track call logs, and automate follow-ups effortlessly.

Dedicated Call Logs Page

Lead Details with Call Logs Tab

Call Log Details Modal

Why Choose This Module?

• Streamlined Workflow: Centralized lead management within Perfex CRM.
• Call Tracking Made Easy: Monitor all lead interactions via the dedicated call logs.
• Future-Ready: Harness the power of AI and automation for smarter lead handling.
• Responsive Support: Get assistance when needed with priority support.

What’s Included:

• LeadPilot AI Module (Perfex CRM Add-on)
• Easy-to-Follow Installation Guide

Continuous Updates:

We are committed to improving this module and introducing new features over time based on user feedback and evolving needs. Stay tuned for regular updates that make your lead management even more powerful!