Flexible Keep In Touch 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. Struggling to keep track of customer engagement? You can experience seamless customer engagement management with our “Keep In Touch” Module.

Never miss out on a follow-up

Effortlessly manage your interactions by customising the frequency of check-ins with your targeted prospects, leads, or contacts. Tailor your outreach strategy with precision by setting individual Keep In Touch Rules for each contact. You can set up as many configurations for CALLS, MEETINGS and TASKS as you want for your contact at any frequency (DAILY,WEEKLY, MONTHLY) of your choice. Recognising the uniqueness of each customer relationship, our flexible KIT module approach ensures that the timing aligns perfectly—it allows you to choose shorter intervals for some contacts and longer intervals for others, ensuring a personalised and effective approach for each contact. You can setup multiple KIT rules for the same contact, Once the scheduled KIT activity is completed, the system will automatically generate another KIT activity with a configured interval, ensuring a continuous and streamlined engagement process.

Features

• Flexible Contact Scheduling Configuration Rules
• Personalised KIT Rules for contact (Client and Leads)
• Never miss One-time or Recurring Task/Call/Meeting schedule with your contacts.
• Increased Transparency and auditing – KIT provides clear overview of all customer/leads contacts and activities
• Enhanced productivity: By crafting personalized contact plans and utilizing KIT rules, you can streamline customer interactions, boosting overall productivity

This module is aimed at increasing your team productivity and provide insight into customer/leads engagements and outreach activities.

Installation

Included Documentation will help you upload and activate the module inside Perfex CRM.

DEMO

DEMO Admin Username testadmin@gmail.com Password password@1234

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.