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Lead Manager Module for Perfex CRM v1.0.8 – Addon
⏱️ Published Aug 29, 2025
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Latest Release: v1.0.8
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Latest Release:
v1.0.8
License:
Commercial / GPL
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Live Demo
Admin & user logins
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Setup Guide
MySQL, .env & deploy
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Error Fixes
500 & SQL packet limits
This is a module for Perfex CRM
Demo:Click here
Lead manager module allowing various calling methods to connect with the Perfex core leads using latest tools. Unlike manual calling and storing data, this module helps to keep information in a better way for communication hence it will help to convert leads in a more efficient way.
Only one account will be needed to manage all staff calls along with call permission management for individual staff to avoid unnecessary calls.
Features:-
- Email- Send/receive
- Video call via zoom
- Call via twilio
- Sms
- Bulk Sms
- 2-way sms using twilio
- 2-Way whatsapp chat using twilio
- SMS, call, zoom and activity log features for perfex customers
- Notification for missed, busy, no anaswer calls
- Individual audio call landing to assigned staff
- Video/Audio call recording
- Soft Phone on full CRM
- One twilio account used Globally for all staff
- Each staff has own twilio numbers
- Each staff has own email SMTP/IMAP setting
- Staff Permission for lead manager
- Call Mute functionality
- Add/update Remarks
- View Remarks
- Re-direction from lead manager to leads
- Activity log for call,sms, recording
- Dashboard
- View all video call Appointments
- Incoming/outgoing seprate call duration in activity log
- Incoming/outgoing seprate staff duration in dashboard
- Twilio account balance on Dashboard
- Total twilio incoming numbers on Dashboard
- Many More
Well organised Api’s document avilable for integration
Change Log:-
22-09-2025
Changelog & Updates Log
Release Notes
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1- Added api key and secret options in settings(Please refer Api document).
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2- Fixed client not supported Bugs on voice call.
20-05-2025
📦
1- Removed SAAS compatibility.
19-05-2025
Changelog & Updates Log
Release Notes
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1- Version Change V1.0.7 to V1.0.8.
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2- Added compatibility with the SAAS module.
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3- Added content variable in WhatsApp template.
01-03-2025
Changelog & Updates Log
Release Notes
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1- Send multiple messages on chat section fixed.
27-02-2025
Changelog & Updates Log
Release Notes
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1- Update mailbox config issue fixed.
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2- Send multiple messages on chat section fixed.
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3- In BOT options messages not loading for lead fixed.
29-01-2025
Changelog & Updates Log
Release Notes
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1- Icon issue for mailbox pages fixed.
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2- CHAT GPT integration.
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3- Test configuration of SMTP and IMAP both added.
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4- Compatible for new version of perfex.
15-04-2024
Changelog & Updates Log
Release Notes
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1-Zoom deprecation warning fixed.
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2-Chat/whatsapp page loading issue fixed.
26-02-2024
Changelog & Updates Log
Release Notes
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Mailbox loading issue fixed!.
10-11-2023
Changelog & Updates Log
Release Notes
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Fixed purchase key activation issue!.
01-09-2023
Changelog & Updates Log
Release Notes
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500 internal server error has been fixed.
24-08-2023
Changelog & Updates Log
Release Notes
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1- Removed JWT zoom integration due to deprecation of API.
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2- Server to server OAuth newly integrated.
10-05-2023
Changelog & Updates Log
Release Notes
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1- Twilio socket initiate fixed!
10-05-2023
Changelog & Updates Log
Release Notes
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1- 500 error page on conversation page fixed!.
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2- Failed to save setting of mailbox alert fixed!.
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3- Attchments and cc mail not recieve fixed!
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4- if your sent email has empty message kindly check your related email template in setup/email templates menu.
12-04-2023
Changelog & Updates Log
Release Notes
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1- "No purchase belonging to the current user found with that code" error fixed.
12-04-2023
Changelog & Updates Log
Release Notes
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1- 500 pages breaking after module install fixed.
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2- After CRON configuration on server IMAP email not received fixed.
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3- Whatsapp template in setup menu insertion issue fixed.
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4- After filter on whatsapp page, contacts not loaded issue fixed.
16-03-2023
Changelog & Updates Log
Release Notes
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1- Whatsapp using twilio phone numbers.(There is no support avilable without having facebook business approved account for whatsapp features.)
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2- Show/hide lead/clients contacts for other staff(permission added)
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3- Purchase key Validation added.
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4- Email notification with counting.
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5- Custom templates added for send email using mailbox
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6- Custom Meeting template for both staff and user
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7- IMAP port added (while default port is 993 if not added)
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8- fixed Send email date time show current system timings
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9- Next followup date time as in added format fixed
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10- mailbox sent items (not open) fixed
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11- IU fixes for CRM version
14-12-2022
Changelog & Updates Log
Release Notes
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1- Icons issue has been fixed as per Perfex New Version.
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2- if any IMAP error come it would save in activity log of related staff
Change Log:-
10-05-2022
Changelog & Updates Log
Release Notes
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1- Decryption enable for password mailbox
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2-Email password field blank (admin/staff must re-enter password for update setting)
30-03-2022
📦
IMAP sync with email issue resolved.
02-03-2022
Changelog & Updates Log
Release Notes
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1- Mailbox Bug fixed.
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2- Staff Profile issue fixed.
26-02-2022 V-1.0.3
Changelog & Updates Log
Release Notes
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1- Email integration.
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2-Bug fixed.
06-01-2022
Changelog & Updates Log
Release Notes
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1- view own permission added for staff.
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2-SMS menu deprecation issue fixed.
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3-view own permission added for customers
07-12-2021
Changelog & Updates Log
Release Notes
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SMS issue has been fixed on leads/customer
02-12-2021
Changelog & Updates Log
Release Notes
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Fixed migration issue on upgrade module.
01-12-21
Changelog & Updates Log
Release Notes
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1- Added more filters on lead and meetings page.
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2- Zoom meetings 2 way sync.
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3- 2-way sms integrated for leads and perfex customers.
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4- SMS, Call, zoom meetings and activity log features added for Perfex customers.
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5- Verify purchase key features added.
20-09-21
Changelog & Updates Log
Release Notes
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confilict twilio phone number and video appointment modal not open fixed
27-08-21
Changelog & Updates Log
Release Notes
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Menu Slug issue fixed
26-08-21
Changelog & Updates Log
Release Notes
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Dashboard filter, incoming issue fixed.
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Change status convert to customer issue fixed.
20-08-21
Changelog & Updates Log
Release Notes
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Next Follow up date added in lead table
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Some minor bug fixed
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