Frequently Asked Questions
Whatsapp for perfex crm
- What is the easiest way to integrate WhatsApp with Perfex CRM?
The easiest way is to install Systematica’s WhatsApp Integration Module, configure your WhatsApp Business API credentials, and automate messages using built-in CRM triggers.
- How do I get a WhatsApp Business API token for Perfex CRM integration?
You must apply for a WhatsApp Business Account through Meta Business Manager . Once approved, you'll get access to your API Token, Business Account ID, and Phone Number ID.
- Can I automate WhatsApp messages for invoices and tasks in Perfex CRM?
Yes. You can set triggers like “Invoice Overdue” or “Task Assigned” to send predefined WhatsApp message templates to clients or staff.
- Does the WhatsApp module support multiple message templates?
Absolutely. You can create unlimited templates such as invoice reminders, appointment confirmations, ticket updates, and payment alerts, each with dynamic placeholders.
- Can I test the WhatsApp module before going live with clients?
Yes. You can use test phone numbers or sandbox accounts provided by Meta to run internal tests before enabling live automation.
- Does this WhatsApp module work with Twilio, Gupshup, or other providers?
This module is built for the official WhatsApp Business Cloud API, but future updates may support third-party APIs like Twilio or Gupshup. Custom integration is possible via hooks.
- Will I be able to view WhatsApp message logs inside Perfex CRM?
Yes. All outbound messages sent through the module are logged in the CRM dashboard under WhatsApp Logs, showing date, status, and recipient details.
- Can I send personalized bulk WhatsApp messages to CRM contacts?
Yes. The module allows CSV upload or filtered bulk sending to CRM contacts using template variables like
{client_name},{invoice_due}, etc. - Is WhatsApp message delivery tracked or reported in Perfex CRM?
Delivery status is available through the API callback. The module reflects statuses like "Sent", "Delivered", or "Failed" within the message log section.
- Is the WhatsApp module GDPR compliant?
Yes. All message delivery and contact storage occurs via secure API calls. However, ensure client consent is obtained before sending automated messages to comply with GDPR or local regulations.