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Lead Manager Module

Transform your lead management process with our innovative Lead Manager Module. This comprehensive tool streamlines communication across various channels, enhancing team efficiency and lead conversion rates. Equipped with features for automated calling, messaging, and email management, it provides a unified platform to handle all communications, ensuring no lead goes unattended. With built-in permissions and robust logging capabilities, it optimizes your team's outreach and follow-up strategies.

Features

1

Unified Communication Platform

Manage calls, emails, SMS, and video calls from a single account.
2

Advanced Call Management

ncludes permissions for individual staff to prevent unnecessary calls, and functionalities like call muting and specific staff call routing.
3

Email Integration

Send and receive emails with customizable SMTP/IMAP settings for each staff.
4

Video Calls

Seamlessly conduct video meetings via Zoom directly through the module.
5

Comprehensive Call Features

Support for Twilio integration to make and receive calls, send bulk SMS, and engage in 2-way SMS and WhatsApp chats.
6

Activity Logging

Automatically logs all communications, including SMS, calls, and video calls, with detailed entries for both incoming and outgoing interactions.
7

Call Recording

Offers audio and video call recording to revisit conversations and ensure compliance and quality control.
8

Notification Alerts

Receive notifications for missed, busy, or unanswered calls to promptly address client needs.
9

Dashboard Insights

View key metrics such as call durations, staff activity, Twilio account balance, and total incoming numbers.
10

Appointment Management

Track and manage all video call appointments through an intuitive interface.
11

Remark Handling

Add and update remarks on lead interactions and view them as needed for better follow-up and lead nurturing.
12

Lead Redirection

Smoothly redirect staff from the lead manager module to detailed lead profiles for efficient processing.

This module is designed to be a versatile solution for businesses looking to enhance their lead management processes with modern tools and technology.

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