Preview: WhatsApp Cloud API Chat Module for Perfex CRM
Note: This is a module for Perfex CRM.
Table of Contents
Module Description
This module is designed to enhance the communication experience between staff members and clients within the Perfex CRM platform.
It offers a direct, real-time chat client through the Perfex dashboard, allowing staff to engage with clients in a more personalized and efficient manner.
New WhatsApp messages received are automatically added to Leads section of Perfex CRM, allowing you to convert them to Clients aswell.
The module leverages the official Cloud API of WhatsApp, enabling staff to send messages, images, attachments, videos, and voice messages to clients. It also includes status updates and integrates with Perfex CRM’s SMS notification system.
Features
Our module offers a unique and powerful way to enhance the communication experience within Perfex CRM, providing a more personalized and efficient way to engage with clients.
It seamlessly integrates with Perfex CRM, empowering your staff members to communicate directly with clients in real-time, all within the familiar Perfex dashboard environment.
Key Benefits
Notes
Installation/Support
It takes only a few seconds to be installed, activated and have our module fully working.
You can install our module by going to Perfex CRM Settings -> Modules -> Upload and upload the zip file downloaded from CodeCanyon. Activate the module at the next step and you will be all set, after browsing the included documentation and setting up everything third-party needed.
If you have any questions, feel free to raise a support ticket at our support area.
Guys from support department will get back to you as soon as possible with a reply.
Version 1.0
-Initial version
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