Leads Management

The Lead Management module allows various calling methods to connect with the iTech core leads using the 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 more efficiently.

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 emails.
• Video Call via Zoom: Conduct video calls with clients and leads.
• Call via Twilio: Make and receive calls using Twilio integration.
• SMS: Send and receive SMS.
• Bulk SMS: Send bulk SMS to multiple leads.
• 2-Way SMS using Twilio: Engage in two-way SMS conversations using Twilio.
• 3-Way WhatsApp Chat using Twilio: Use Twilio for two-way WhatsApp communication.
• Activity Log Features: Log SMS, calls, Zoom, and other activities for iTech customers.
• Notification System: Receive notifications for missed, busy, or no-answer calls.
• Individual Audio Call Landing: Assign incoming audio calls to specific staff members.
• Video/Audio Call Recording: Record video and audio calls for future reference.
• Soft Phone on Full CRM: Access a softphone within the CRM interface.
• Twilio Account Management: Use one Twilio account globally for all staff, with each staff member having their own Twilio numbers and email SMTP/IMAP settings.
• Staff Permissions: Manage call permissions for each staff member to avoid unnecessary calls.
• Call Mute Functionality: Mute calls as needed.
• Remarks: Add, update, and view remarks on leads.
• Redirection: Redirect from lead manager to leads.
• Activity Log: Log calls, SMS, recordings, and more.
• Dashboard: View all video call appointments, separate incoming/outgoing call durations and Twilio account balance.
• APIs: Well-organized APIs available for integration.

This module provides a comprehensive solution for managing lead communication efficiently within iTech CRM.