Improve your business communication by integrating our Perfex CRM SMS Module. Instantly send SMS notifications, updates, and alerts directly from your Perfex CRM system. This module is specially designed to enhance client engagement, automate messaging, and ensure you stay connected with your customers at all times.
Download NowInstant communication made easy. Set up in seconds! Enter API key, click save.
Enhance your Perfex CRM operations with our SMS module for boosted efficiency.
Keep clients engaged and informed with automated, personalized text messages.
Effortlessly send SMS notifications to your customers, staff, and admins for invoices, estimates, proposals, and other important system activities.
Quickly and easily integrate SMS Module with your Perfex CRM without any coding knowledge or technical skills.
Send automatic SMS notifications for invoices, contracts, proposals, and staff tasks. This will keep your clients updated and help your team.
Easily check and monitor your available SMS balance inside the Perfex CRM without visiting any external site.
Test your SMS gateway configuration without sending real SMS and ensure everything is perfectly working before live.
Track all sent SMS history with detailed message logs available in the Perfex CRM SMS Module settings.
Get expert support for installation, setup, integration, and troubleshooting of your Perfex CRM SMS Gateway.
Stay connected, boost customer engagement, and automate your communication with Perfex CRM SMS Module. Start using it today!
The following guide will help you to install and configure the module on Perfex CRM.
Setup > Modules.
Activate
.The following guide will help you to configure the Perfex CRM SMS module.
Setup > Settings > SMS > SMSAPI.
Save Settings
and Start Sending SMS Seamless Communication for Local Businesses Using Perfex CRM
Automatically notify customers about overdue invoices. Helps maintain communication and ensures timely payments, preventing service interruptions due to unpaid invoices.
Automatically notify customers about upcoming invoice due dates. Helps clients make timely payments and avoid unnecessary delays or interruptions in services.
Activate when an invoice payment is recorded. Keeps payment records updated, ensuring all transactions are documented and confirming successful payments.
Automatically notify customers about upcoming estimate expiration. Ensures timely follow-ups, preventing expired estimates from affecting business and client relationships.
Automatically notify clients when proposals near expiration. Encourages prompt responses before proposals expire, ensuring no lost opportunities due to missed deadlines.
Trigger SMS notifications when a staff member comments on a proposal. Ensures customers or leads are instantly informed about important updates or discussions.
Trigger SMS notifications when a customer comments on a proposal. Keeps the proposal creator and assigned staff informed about customer feedback instantly.
Trigger SMS notifications when a staff member adds a comment to a contract. Keeps customers informed of any important updates or changes to their contracts.
Trigger SMS notifications when a customer comments on a contract. Alerts the contract creator to stay updated on customer feedback and responses promptly.
Automatically notify customers about upcoming contract expirations. Ensures timely communication about contract renewal, reducing the risk of missed deadlines.
Trigger a reminder when a contract is first sent to the customer. Automatically stops when the contract is signed, ensuring smooth contract tracking.
Trigger a custom reminder for staff notifications based on specific actions or events. Helps maintain workflow and ensure tasks are completed on time.
Take advantage of our open-source projects available on GitHub. Integrate our solutions into your projects and streamline your development process. Explore our repositories and leverage our code to enhance your applications.
Explore NowEnhance your customer engagement with our Perfex CRM Notification Module. No contracts, no setup fees, and no credit card required. Instantly level up your notification system!
Register Now Download ModuleDiscover SMS plugins tailored for different platforms to enhance your messaging experience effortlessly.
If you need help with selecting the right solution for your business, please call us at 09613 250 260 within 9:00AM- 9:00PM or you can start a live chat. We are available 24/7 via live chat.