Note: This is not a standalone module, this module requires Perfex CRM
application installed which can be purchased
here.
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:
-
Upload & Activate: Install the module from the
SETUP > MODULES menu. -
Configure: Access settings under
SETUP > SETTINGS > LeadPilot AI. -
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!
DEMO Credentials:
https://demo.myperfex.com/admin
Email: [email protected]
Password: 12345678
