Whereby Meetings Module for Perfex CRM

Note:
This is a module designed for
Perfex CRM.
It is not a separate script.

Description

The Whereby Meetings Module for Perfex CRM allows you to schedule and manage video meetings
directly inside your CRM using the powerful Whereby video conferencing platform.
Create meetings, generate join links automatically, and allow staff or clients to join meetings with a single
click without leaving Perfex CRM.

This module helps teams collaborate more efficiently by keeping all meeting management inside the CRM.
Perfect for sales calls, client meetings, team collaboration, and remote support sessions.

Key Features:

• Create and schedule Whereby video meetings directly from Perfex CRM.
• Automatically generate secure Whereby meeting join URLs.
• One-click “Join Meeting” button inside the CRM dashboard.
• Manage all meetings in a clean and organized meeting list.
• Add meeting topic, description, time, and duration.
• Integrated Whereby API connection with simple setup.
• Optional custom Whereby subdomain support.
• Enable email notifications for meeting participants.
• Enable in-app notifications for staff members.
• Built-in API connection test button.
• Clean UI fully integrated with Perfex CRM interface.
• Lightweight module with fast performance.
• No modification of core Perfex CRM files.
• Compatible with the latest Perfex CRM versions.
• Quick installation and easy configuration.

Requirements:

• Perfex CRM (v3.2.x or higher).
• Whereby Embeded Account.
• Whereby API Key.

Demo URL and Credentials:

Explore the module with our live demo:

• Demo URL:
  Demo
• Login:
  • Email: [email protected]
  • Password: 123456

Installation Guide:

1. Log in to Perfex CRM as Administrator.
2. Go to Setup → Modules.
3. Upload the module ZIP file.
4. Click Install and activate the module.
5. Go to Whereby Settings and enter your API Key.
6. Save Settings and start creating meetings.

Customer Support

Your satisfaction is our priority! Reach out to us for support, customization, or installation help.

• Support Hours: Monday – Saturday
• Response Time: Within 1–2 Business Days
• Support Portal:
  https://support.hopperstack.com

Change Log

Version 1.0.0

• Initial release