WhatsApp for Perfex CRM – Real-Time Client Messaging
Bring real-time communication to your Perfex CRM with this powerful WhatsApp module. Perfect for agencies, support teams, and sales professionals, this extension allows you to send and receive WhatsApp messages directly from client profiles inside your CRM dashboard.
Upgrade your Perfex CRM with advanced WhatsApp communication tools. Every feature is engineered for speed, automation, and user-friendly interaction too.
The module includes everything you need to handle day-to-day messaging, bulk campaigns, and automation inside Perfex CRM. Moreover, it’s fully compatible with modern WhatsApp API standards and works seamlessly with your client database.
🚀 Features Documentation
✅ Live Chat – Real-Time Messaging Interface
Engage in two-way conversations with clients directly within Perfex CRM. As a result, you reduce response time and increase engagement.
✅ Quick Replies – Save Time with Templates
In addition, predefined quick replies help you handle common inquiries instantly.
✅ WhatsApp Templates – Approved Messaging
Easily send official business messages such as booking confirmations or invoice reminders using WhatsApp-approved templates. Furthermore, you maintain compliance and professionalism.
✅ Campaigns – Bulk Messaging & WhatsApp Marketing
Schedule WhatsApp broadcasts to reach large contact lists. For example, notify all active leads about a new service or discount in seconds.
✅ Lead Notifications – Real-Time Team Alerts
When a new message or inquiry arrives, your team will get notified immediately. Consequently, no lead goes unnoticed.
✅ Automation – AI Bots & Workflow Triggers
Trigger automated workflows, such as sending welcome messages or updating CRM fields. In turn, you reduce manual workload and improve lead handling.
✅ Analytics – Track Performance with Reports
In addition, Track delivery, click rates, and customer responses in real time. This helps you optimize future outreach efforts effectively.
🎯 In Addition Benefits
- Save time with centralized communication
- Build trust by using clients’ preferred channel
- Increase response rate and client satisfaction
- Ensure compliance with secure logging and history
🚀 Who Should Use This?
Many businesses use WhatsApp separately. But with this module, everything is unified. Therefore, your team works faster and smarter, specifically all while staying organized in one system. In addition, secure conversation logs and seamless access improve accountability.
📞 Need Customization?
Finally We offer custom integrations and feature enhancements to match your workflow.
[Request Custom Development →]
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