Call Log module for Perfex CRM Are you still logging your customer calls on spreadsheets? One of the fundamentals of building relationships with customers and business development is logging 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. Appointed is a module for Perfex CRM that you can schedule appointments to your CRM and schedule also from external forms on multiple websites and manage your Appointments with ease, the module is designed for fast creating appointments to ease your communication with your contacts and also you can include staff as attendees, subject, description, date and time and many other features.
Appointed offers users to add request appointment forms to any of your websites and clients can directly ask for an appointment. Appointments can be created with a specific start time and location with the option to include Internal, External Contact, or Lead and also include staff as attendees.
Call Log module for Perfex CRM The module is flexible with a simple nice-looking design and easy to use. Offers options as External Form can be embedded (added) to any website, Internal, Internal Contact, External Contact, Lead, Email and SMS Notifications, Name, Email, Location, Approve Appointment, Cancel Appointment (Reason), Confirm as Finished and many more other features to come. Appointed also includes extra option Callbacks that is a new feature in Appointly where external clients or internal can request a callback from your company because not all clients are located in the same country as we work in.
Features of Call Log module:
- 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