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. 

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. 

Yes. You can set triggers like “Invoice Overdue” or “Task Assigned” to send predefined WhatsApp message templates to clients or staff. 

Absolutely. You can create unlimited templates such as invoice reminders, appointment confirmations, ticket updates, and payment alerts, each with dynamic placeholders. 

Yes. You can use test phone numbers or sandbox accounts provided by Meta to run internal tests before enabling live automation. 

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. 

Yes. All outbound messages sent through the module are logged in the CRM dashboard under WhatsApp Logs, showing date, status, and recipient details. 

Yes. The module allows CSV upload or filtered bulk sending to CRM contacts using template variables like {client_name}, {invoice_due}, etc. 

Delivery status is available through the API callback. The module reflects statuses like “Sent”, “Delivered”, or “Failed” within the message log section. 

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. 

Yes, small setups work fine. But for better speed and scalability, VPS is the preferred option. 

MariaDB is slightly faster, but MySQL is fully supported and reliable. 

Always use the latest stable PHP supported version (currently 8.1+).

Yes, install SSL before going live to protect client data and for payment gateways

You may face issues such as 404 errors, blank pages, or failed module installations. 

Rewrite rules are missing. Fix your .htaccess or Nginx config. 

Enable AllowOverride All in Apache settings. 

Not directly, but you should use HTTPS for security. 

Ask your hosting provider to enable rewrites. 

Try accessing /index.php/clients. If it loads, rules are working. 

Yes, without it Perfex CRM clean URLs won’t work.

es, but only if your host allows custom web.config files and FastCGI. 

Check if the PHP executable path in Handler Mapping is correct.

Not required, but strongly recommended for security.

Yes, as long as your host supports PHP 8.1+ and MySQL/MariaDB.

Not required, but recommended for login security and payment gateways, integrations

Yes, you can move your files and database to another server.

Check that the database user has full privileges and that your host allows remote database access.