AI Lead Scoring for Perfex CRM
Note: This is not a standalone script. This is a module for Perfex CRM. You must install Perfex – Powerful Open Source CRM to be able to use this module. AI
Note: This is not a standalone script. This is a module for Perfex CRM. You must install Perfex – Powerful Open Source CRM to be able to use this module.
AI Lead Scoring for Perfex CRM helps your team focus on the right leads first, close deals faster, and keep lead follow-up organized with smart scores and clear labels.
→ LIVE DEMO
Click below to test the module AI Lead Scoring demo
Email: john@example.com
Password: password
FEATURES
Dashboard: Get a clear view of lead scoring performance in one place, including scored leads, coverage, average score, and pending jobs.
AI Scores: View all leads with score, label, last activity, last scored time, and who scored it.
Lead Modal AI Score Tab: Inside each lead, see final score, AI score, rules points, confidence, reasons, and recommended action.
Scoring Rules: Create simple rules to add or subtract points based on lead details like website, phone, source, status, or custom fields.
Scoring Labels: Define score labels and ranges so leads are grouped clearly (example: Hot, Warm, Cold).
Settings: Choose provider/model, set API key, set auto rescoring schedule, and control what lead fields are sent for scoring.
DOCUMENTATION
Online DocumentationSUPPORT
If you have any questions, issues, or suggestions, please contact us through the Support Page or email us at support@maniss.dev
CHANGELOG
Version 1.0.0
Initial release.
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