Perfex CRM SMS Module in Bangladesh
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.
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Quick & Easy Setup
Instant communication made easy. Set up in seconds! Enter API key, click save.
Boost Your Sales
Enhance your Perfex CRM operations with our SMS module for boosted efficiency.
Improve Relationship
Keep clients engaged and informed with automated, personalized text messages.
Key Features of Our Perfex CRM SMS Gateway Module
Effortlessly send SMS notifications to your customers, staff, and admins for invoices, estimates, proposals, and other important system activities.
Easy Module Setup
Quickly and easily integrate SMS Module with your Perfex CRM without any coding knowledge or technical skills.
Send SMS Instantly
Send automatic SMS notifications for invoices, contracts, proposals, and staff tasks. This will keep your clients updated and help your team.
Check SMS Balance
Easily check and monitor your available SMS balance inside the Perfex CRM without visiting any external site.
Enable Test Mode
Test your SMS gateway configuration without sending real SMS and ensure everything is perfectly working before live.
Message Logs
Track all sent SMS history with detailed message logs available in the Perfex CRM SMS Module settings.
Support
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!
How to Install Perfex CRM SMS Module?
The following guide will help you to install and configure the module on Perfex CRM.
Download the Latest Release
- Download the "alphasms.zip" file from the releases page.
Upload the Module
- Log in to your Perfex CRM Admin Panel.
- Navigate to
Setup > Modules. - Upload the downloaded "alphasms.zip" file from "Upload Module" Section
- Click the Install button and wait for the installation to complete.
Activate the Module
- Locate the module in the list of available modules.
- Click
Activate.
How to Configure Perfex CRM SMS Module?
The following guide will help you to configure the Perfex CRM SMS module.
To configure Perfex CRM SMS Module, First
- Navigate to
Setup > Settings > SMS > SMSAPI. - Enter your API Key .
- Configure other settings as required.
- Click on
Save Settingsand Start Sending SMS
Boost Business Efficiency with SMS Automation
Seamless Communication for Local Businesses Using Perfex CRM
Invoice Overdue Notice
Automatically notify customers about overdue invoices. Helps maintain communication and ensures timely payments, preventing service interruptions due to unpaid invoices.
Invoice Due Notice
Automatically notify customers about upcoming invoice due dates. Helps clients make timely payments and avoid unnecessary delays or interruptions in services.
Invoice Payment Recorded
Activate when an invoice payment is recorded. Keeps payment records updated, ensuring all transactions are documented and confirming successful payments.
Estimate Expiration Reminder
Automatically notify customers about upcoming estimate expiration. Ensures timely follow-ups, preventing expired estimates from affecting business and client relationships.
Proposal Expiration Reminder
Automatically notify clients when proposals near expiration. Encourages prompt responses before proposals expire, ensuring no lost opportunities due to missed deadlines.
New Comment on Proposal
Trigger SMS notifications when a staff member comments on a proposal. Ensures customers or leads are instantly informed about important updates or discussions.
New Comment on Proposal (to staff)
Trigger SMS notifications when a customer comments on a proposal. Keeps the proposal creator and assigned staff informed about customer feedback instantly.
New Comment on Contract (to customer)
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.
New Comment on Contract (to staff)
Trigger SMS notifications when a customer comments on a contract. Alerts the contract creator to stay updated on customer feedback and responses promptly.
Contract Expiration Reminder
Automatically notify customers about upcoming contract expirations. Ensures timely communication about contract renewal, reducing the risk of missed deadlines.
Contract Sign Reminder
Trigger a reminder when a contract is first sent to the customer. Automatically stops when the contract is signed, ensuring smooth contract tracking.
Staff Reminder
Trigger a custom reminder for staff notifications based on specific actions or events. Helps maintain workflow and ensure tasks are completed on time.
Explore Our GitHub Profile
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 NowGet Perfex CRM SMS Module Now
Enhance 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!
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Question?
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.
