Note: This is a module for Perfex CRM.
Official Cloud API WhatsApp Module for Perfex CRM
Our 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 and set up Marketing Actions (Auto replies, Bots, Campaigns, etc).
New WhatsApp messages received are automatically added to Leads section of Perfex CRM, allowing you to convert them to Clients aswell.
Our module leverages the official Cloud API of WhatsApp, enabling staff to send messages, images, attachments, videos, and voice messages to clients and creating Marketing Automations using their data and Perfex CRM’s data.
Features
NEW: ChatGPT (OpenAI) Integration, used to automatically reply at existing chats
NEW: Message Assistants and Autoreplies
NEW: Marketing Templates And Template Manager
NEW: Campaigns
NEW: Logging History
Real-time chat client through Perfex CRM’s admin area
Send messages, images, attachments, videos, and voice messages to clients
WhatsApp integration using the official Cloud API
Status updates for messages
Ability to send documents and files
Multi-WA number support under the same Business Account ID (Screenshot)
New WhatsApp messages received are automatically added as Leads
Supports multiple languages, including English, German, Dutch, French, Italian, Ukrainian, Spanish, Turkish, Portuguese, Arabic and Brazilian
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.
(Click to enlarge – Since this item is receiving a significant and frequent number of updates, some screenshots may differ)
Key Benefits
Enhances client engagement and satisfaction
Improves staff productivity and efficiency
Provides a more personalized and responsive communication experience
Supports multiple languages and file formats
Integrates with Perfex CRM’s SMS notification system
Allows marketing actions like Autoresponders, Templates, Bots etc
Notes
Our module uses business WhatsApp number for unique use
Facebook allows replies through Cloud API within 24 hours of the received status timestamp
Limited to 50 free messages per day without Business verification of the Facebook App (this limitation doest exist if you verify your Business) and to generic WhatsApp Cloud API Usage Policy
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.
