Preview: Call Log module for Perfex CRM
Are you still logging your customer calls on spreadsheets? One of the fundamental of building relationships with customers and business development is logging your all your conversations in one location. Give you and your team the ability to keep a track record of all the calls made, and know when to follow up on opportunities.
- Add a new call
- Edit existing calls
- Delete existing calls
- Export call list
- Log the duration
- Create follow-up and get a notification when its due
- Mark as important
- Mark as completed.
- Assign a contact (Lead or customer)
- Overview report
Try the demo, if it doesnt work please view the attached screenshots.
- Demo: http://209.182.203.89/~perfex/perfex2/admin/authentication
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Email Address:
[email protected] - Passowrd: 123123
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