Learn how Stop Journey works in CRM to halt automated messages based on user actions, ensuring timely, relevant communication and better customer experience.

Manage assigned leads in Lead Box. Update stages, make calls, create tasks, schedule meetings, track activities, and monitor call logs easily.

Create saved filters in Lead Box to instantly view specific leads. Set default views, reduce manual filtering, and streamline daily workflow.

Use the mobile app to manage leads, tasks, meetings, calls, and files on the go. Track activities in real time and boost field productivity.

Export all or filtered leads from Lead Box in CSV format. Download ZIP files, create backups, share reports, and analyze data offline easily.

Manage team calls from one dashboard. Play or download recordings, filter by date, and convert unknown numbers into new leads instantly.

Automatically update lead fields based on stage changes. Trigger instant updates via Journey automation to ensure data accuracy and workflow consistency.

Add secondary mobile numbers and emails to leads. Call, email, and track activity seamlessly to improve response rates and conversions.

Learn how to integrate Wacto WhatsApp with your CRM using an API key, add approved templates in Content Manager, and automate lead messaging in Journeys.

Learn how to integrate WhatsApp with your CRM using a Gupshup API key, add approved templates, and automate lead messaging through Journeys.

Learn how to create a WhatsApp Journey to automatically send messages to leads based on events like lead updates, trigger conditions, and engagement settings.

Learn how to create reusable Email Templates in Content Manager and automate lead communication using Journeys with triggers, personalization, and engagements.

Learn how to use Field Mapping in the Lead Box to show or hide fields, control dropdown values, and display relevant fields based on lead stage conditions.

Learn how to create custom Lead Box fields in the Master Field List, map them to layouts, and configure attributes like mandatory, filters, and visibility.

Web-based calling lets you make and receive calls directly in your CRM using a browser softphone. Learn setup, extension login, and outbound calling steps.

Telephony Insights in Lead Box show call activity per lead. Enable, reposition, and view dial attempts, unanswered calls, and conversation dates.

Learn how to build custom lead layouts, add fields, and assign layouts to teams to control how lead data appears in the Lead Box.

Learn how to create, edit, and customize Flexi Log forms and fields to capture the right data, streamline workflows, and improve accuracy across your CRM.

Import multiple leads into your CRM at once. Learn how to upload CSV or Excel files, handle duplicates, map fields, and assign owners for faster, accurate lead management.

Assign scores to leads based on field updates and activities. Learn how to configure lead scoring, prioritize high-value leads, and improve sales focus with data-driven insights.

Learn how Internal Journeys trigger real-time alerts for managers and teams using email, SMS, or WhatsApp when leads are created, updated, or converted.

Set and track performance goals with Target Management in Corefactors CRM. Learn how to configure targets, assign users, monitor progress, and compare results over time.

Automate lead workflows with Journeys. Learn how to trigger field updates, lead assignment, task creation, and notifications based on lead creation or updates.

Automate outbound calls with auto dialing. Learn how supervisors set up campaigns, agents handle calls, and teams boost efficiency with structured, high-volume call workflows.

Corefactors CRM with built-in cloud telephony helps you automate call connections with leads. Let’s see how you can make the best use of this feature.

You can automatically capture leads from different sources like Facebook via integrations in the Corefactors CRM. Suppose you have run Facebook ad campaigns and want all the prospects from this activity. You simply have to follow these steps and your leads will be automatically captured in the Lead Box. Corefactors CRM will fetch the data from the lead-generating ads.

You can integrate third-party marketplaces in Corefactors CRM. The leads from these sources will be automatically captured in the Lead Box of the CRM.

By integrating your mailbox with Corefactors CRM, you can always keep a copy of all the emails sent to and received from your prospects and customers. Prospective leads can also be captured in the Lead Box by this method.

An Email Campaign can be edited if you have scheduled the Email Campaign.

Language SMS Refers to the regional languages you wish to send to your target audience through the SMS Campaign.

Google Analytics helps you to track the campaigns from a broader perspective. Google Analytics can be enabled for the links you use in your Campaigns. You can use your Website, Landing Pages, Social Media Links for the tracking.

By selecting or using a Missed call Number you will be able to track the Missed call campaign details. A missed call number will be assigned to you through our support team. Contact the support team to enable the missed call.

The filter option is used to filter the data in the SMS campaign. You will be able to find the filter option on the Right Side of the teleduce.

To run an SMS Campaign to the specific target audience, you need to create a Target for the List.

The deletion of the campaign is possible to the campaigns that are in the Draft and scheduled stage.

You will find the Credits icon on the top toolbar. The icon with the coins gives you the information on credits available and Recharge History.

To trigger a bulk SMS campaign, you first need to complete the DLT registration. The SMS template needs to be approved and uploaded to the Content Manager of the Corefactors CRM. To get an overview of this process in detail, kindly refer to the video on Content Manager.

The Corefactors CRM List Management feature is used to upload the database when you want to trigger a bulk SMS or Email campaign.

Whether you want to send out a bulk SMS, WhatsApp, or Email campaign, you need content. This feature of the Corefactors CRM allows you to pre-save the content and the template separately.

To stay on top of all customer queries, Corefactors CRM comes with a ticketing system that keeps the process organized.

Corefactors CRM has the flexibility to be used across all business cases. It allows users to customize the fields in the Support Box.

Once a ticket is raised, the support team now has to get in touch with the department concerned. Here is how Corefactors CRM helps automate this process and save time and resources.

To assign tickets to respective teams and agents, you need to enter that data first in the CRM.

Service Level Agreement (SLA) timing for the tickets is important to streamline the ticket assignment and resolution process. It plays a crucial role in customer experience and has an effect on retention rates.

In any organization, there are multiple departments handling queries that come to the Support team. As an admin or a team lead, you should have the ability to monitor the status of tickets on a team level using specific filters.

Maintaining records and databases often requires you to download data from your CRM system. You can follow the steps mentioned to download tickets raised in the Support Box of Corefactors CRM. The tickets can be downloaded in the format of an Excel sheet and shared with the concerned party. The ability to download can also be restricted based on roles. You can let admins download the tickets but make this option unavailable for users.

Quick ticket resolution is an important parameter of maintaining good customer service. It ensures that your existing customers are happy with the support they receive and are more likely to recommend your product or services to their peers.

Reduce the time spent on manual labor when it comes to lead assignments. The RevOps-enabling, AI-driven, automated CRM of Corefactors allows you to automate lead assignment to your agents.

Lead nurturing is an important aspect of customer relationship management. Your first response time is a critical metric that can affect the RevOps strategy's success Contacting your leads within the first 5 minutes of lead capture is considered ideal and it has never been easier than with the auto-reply SMS and email feature of Corefactors AI CRM.

The Corefactors AI CRM provides flexibility to customize the fields that a user wants to be displayed on the dashboard. Follow the steps below to customize the Lead Dashboard.

Handling multiple leads simultaneously is exhaustive work. Imagine having to scroll all the way down and then to the 3rd page to seek a lead you want. The Corefactors CRM Lead Box allows you to filter your searches to fine-tune results and save time.

The Lead Box dashboard shows information like open leads, total leads, lead revenue, etc., at the top in the form of tiles. The CRM also provides the option to add more tiles or customize the existing ones.

Corefactors CRM comes with built-in auto engagement options that help you provide an enriched customer experience.

Column Selector helps you to define and organize what you want to see when you land on Lead Box page. Column Selector helps you to find out the information of the leads without clicking on the lead multiple times.