WhatsApp Module for Perfex CRM

WhatsApp Module For Perfex CRM Automated Messaging, Live Chat, Campaigns & More — All in Your CRM

Version 1.0.0

Why Use WhatsApp for Perfex CRM?

The WhatsApp Module for Perfex CRM empowers businesses to centralize customer messaging and sales conversations using the most popular messaging platform in the world—WhatsApp. Instead of jumping between platforms or browser tabs, your sales and support teams can now operate entirely from within Perfex CRM.

Whether you’re an agency, real estate firm, eCommerce brand, or service provider, this module provides a seamless channel for lead generation, onboarding, and support—boosting efficiency while improving customer satisfaction. It’s a must-have for organizations seeking automation, personalization, and rapid response.

WhatsApp Module For Perfex CRM Features Overview

Real-Time Messaging: Instantly engage leads or support customers without switching tools.
Campaign Manager: Create drip campaigns or announcements for new products, services, or updates.
Meta API Integration: Secure and reliable access to official WhatsApp Business APIs.
Template Management: Quickly reuse and localize approved message templates for faster communication.
Lead Notifications: Keep your prospects engaged with automatic message alerts when lead status changes.
Auto-Reply & AI Bot: Never leave a message unanswered with smart auto-reply and chatbot workflows.
Multi-Agent Chat: Delegate chats to appropriate team members, sales reps, or departments.
Activity Logging: Maintain a searchable log of WhatsApp conversations for auditing and reporting.

Requirements

Perfex CRM version 2.9.0 or higher
PHP 7.4 or later with cURL and OpenSSL enabled
Meta Developer Account with active WhatsApp Business App
Verified WhatsApp Business Number with phone number ID
SSL-enabled domain (https) for webhook registration

Installation Guide: WhatsApp Module For Perfex CRM

Download: Get the ZIP package from Systematica.
Upload: Extract and upload the folder to /modules in your Perfex CRM installation.
Activate: Go to Setup → Modules and enable the WhatsApp Module.
Check Access: A new WhatsApp menu item should now be visible in the CRM navigation.

Configuration & First-Time Setup

Navigate to WhatsApp → Settings inside your Perfex CRM dashboard. Enter the following fields:

Token: Access token generated in your Meta app dashboard
Phone Number ID: Available in your WhatsApp Business app
Webhook URL: Public endpoint where Meta will send message delivery and status updates

Click “Test Connection” to validate setup. If everything is correct, you’ll see a success message confirming your integration.

Support & Help

Included with your purchase is 6 months of premium support from Tech9Pros, the developers behind this module. Get expert help with:

Module installation and environment setup
Meta developer account configuration
Custom automations, campaigns, or workflow tweaks

Need assistance?

Email: support@tech9pros.com
Live Chat: Available on Tech9Pros.com
Docs: Step-by-step setup PDF included in the module files

Looking for white-label or extended functionality? Request custom development from our team.