Please note: This is a plugin designed for use with Perfex CRM, not a standalone application. To utilize this plugin, you must have Perfex – Powerful Open Source CRM installed.
Introducing our “Keep In Touch” Module for seamless customer engagement management. Effortlessly customize the frequency of interactions with your prospects, leads, or contacts. Set individual Keep In Touch Rules for each contact to tailor your outreach strategy precisely.
FEATURES
- Flexible Contact Scheduling Configuration Rules
- Personalised KIT Rules for contact (Client and Leads)
- Never miss One-time or Recurring Task/Call/Meeting schedule with your contacts.
- Increased Transparency and auditing – KIT provides clear overview of all customer/leads contacts and activities
- Enhanced productivity: By crafting personalized contact plans and utilizing KIT rules, you can streamline customer interactions, boosting overall productivity
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