Key Features Of Perfex CRM call log module ?

Perfex crm call module

Perfex CRM is a customer relationship management (CRM) system that provides businesses with a wide range of tools for managing customer interactions and growing their sales. One of the key features of Perfex CRM is the call log module, which allows businesses to track and manage the telephone interactions they have with their customers.

The call log module in perfex crm price provides a way for businesses to record details about calls made and received, including the date and time of the call, the phone number of the caller or recipient, the duration of the call, and any notes or comments related to the call.

Key Features

The call log module in perfex crm consultancy services provide a variety of features to help businesses track and manage their telephone interactions with customers. Some of the key features of the module include:

  1. Call Logging: Allows users to record details about calls made and received, including the date and time of the call, the phone number of the caller or recipient, the duration of the call, and any notes or comments related to the call.
  2. Search and Filter: Users can filter and search call logs by various criteria, such as date range, call type, and customer name. This makes it easy to find specific calls or groups of calls based on certain parameters.
  3. Custom Reports: Users can create custom reports based on call log data to gain a deeper understanding of customer interactions. This can help businesses identify patterns in customer behavior and make informed decisions.
  4. Scheduling and Reminder: The call log module allows users to schedule calls, create call scripts, and generate call reminders. This is particularly useful for sales representatives, as they can use it to schedule follow-up calls with prospects and track the progress of sales opportunities.
  5. Call Recording: The module includes the facility of call recording, where authorized users can record and store calls to refer to it later.
  6. Integration: Perfex CRM allows integration with other tools such as Twilio, Plivo, and Nexmo for call logging.

These features work together to provide businesses with a comprehensive view of their customer interactions, helping them improve their customer service, identify sales opportunities, and track the performance of customer-facing teams.

Call Recording Feature

Users can filter and search call logs by various criteria, such as date range, call type, and customer name. they also can create custom reports based on call log data to gain a deeper understanding of customer interactions. Additionally, call recording feature is also available in the module, it allows users to record calls and store them for later reference, enabling businesses to evaluate the performance of customer-facing teams.

By using this module, businesses can improve their customer service, identify sales opportunities, and track the performance of customer-facing teams.

Some common titles for this module include “Call Logs,” “Call History,” “Telephony,” or “Phone Calls.” This function records information about the calls made, including date and time, the number called, the duration of the call, and notes or notes about the call.

Conclusion

In conclusion, the call log module in Perfex CRM is a valuable tool for businesses that want to improve their customer service and sales processes by tracking and analyzing customer interactions. It allows businesses to record and track all telephone interactions with customers, gaining insights into customer needs and preferences, identifying patterns in customer behavior and creating custom reports based on call log data.

It also provides scheduling, reminders and script features which is particularly useful for sales representatives, as they can use it to schedule follow-up calls with prospects and track the progress of sales opportunities.

 

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