For this item you must have Perfex CRM & Perfex CRM owner, you can do your own telemarketing promotion with Perfex CRM Powered by Teleman – Telemarketing & VoIP Service SaaS Application on your purchase list. This addon will not work if you do not have both applications.

This is an add-on for Perfex CRM Powered by Teleman – Telemarketing & VoIP Service SaaS Application

This add-on will help to fetch to contacts from Perfex CRM. If you are a Perfex CRM owner, you can do your own telemarketing promotion with Perfex CRM Powered by Teleman – Telemarketing & VoIP Service SaaS Application

Teleman – Telemarketing & VoIP Service Application is a SaaS-ready script, that allows you to make calls to your customers to promote your products. There is an IVR dialer where you can live call your customers and sell products. This is a twilio based voice calling application so you need a twilio account to start your telemarketing service. You can send voice messages from a text file and also a pre-recorded audio file. You can start a campaign by adding new contacts to a group.

Installation Steps

Step 1
First, go to your Perfex CRM application. Find the ‘application’ folder and open it. screenshot

Step 2
Find the ‘application’ folder and open it. screenshot

Step 3
Unzip the file you downloaded from Codecanyon, It includes 2(Two) ‘PHP’ files ‘Teleman.php’ & ‘Teleman_token.php’. You only need to upload these 2(Two) PHP files to the controller folder. That’s it. Now Go back to the Perfex CRM addon panel at Teleman. screenshot

Usage

After installation, you sign in as an administrator. Go the the ‘Addons’ menu and click on the ‘Perfex’.
You will see a config form where you need to provide the ‘Perfex CRM’ admin email address and The ‘URL’ where the ‘Perfex CRM’ is installed. screenshot
A Token input field will appear. Now click on the ‘Generate Token’ button. I will generate a token. If everything goes well the connection will be okay and it’s safe. screenshot
Click on the ‘Fetch Contacts From Perfex CRM’ button, this will fetch the contacts from ‘Perfex CRM’. The contacts will display on a table.
If the contacts are fetched then click on the ‘Store contacts’ button, the contacts will be saved in the ‘Teleman’ contacts list. screenshot

DEMO

Perfex CRM Demo : Demo Link

Admin Login

Username : mprince2k16@gmail.com

Password : 12345678

Teleman Demo Link : Demo Link

Teleman Documentation: Documentation Link

Admin Login

Username : admin@mail.com

Password : 12345678

Customer Login

Username : customer@mail.com

Password : 12345678