quick-setup
Quick & Easy Setup

Instant communication made easy. Set up in seconds! Enter API key, click save.

sales
Boost Your Sales

Enhance your Perfex CRM operations with our SMS module for boosted efficiency.

relationship
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.

API Configuration
Easy Module Setup

Quickly and easily integrate SMS Module with your Perfex CRM without any coding knowledge or technical skills.

Send SMS
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
Check SMS Balance

Easily check and monitor your available SMS balance inside the Perfex CRM without visiting any external site.

Test Mode
Enable Test Mode

Test your SMS gateway configuration without sending real SMS and ensure everything is perfectly working before live.

Message Logs
Message Logs

Track all sent SMS history with detailed message logs available in the Perfex CRM SMS Module settings.

Support
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.

sms notification

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.
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How to Configure Perfex CRM SMS Module?

The following guide will help you to configure the Perfex CRM SMS module.

sms notification

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 Settings and Start Sending SMS

Boost Business Efficiency with SMS Automation

Seamless Communication for Local Businesses Using Perfex CRM

cart check
Invoice Overdue Notice

Automatically notify customers about overdue invoices. Helps maintain communication and ensures timely payments, preventing service interruptions due to unpaid invoices.

invoice
Invoice Due Notice

Automatically notify customers about upcoming invoice due dates. Helps clients make timely payments and avoid unnecessary delays or interruptions in services.

admin
Invoice Payment Recorded

Activate when an invoice payment is recorded. Keeps payment records updated, ensuring all transactions are documented and confirming successful payments.

marketing
Estimate Expiration Reminder

Automatically notify customers about upcoming estimate expiration. Ensures timely follow-ups, preventing expired estimates from affecting business and client relationships.

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Proposal Expiration Reminder

Automatically notify clients when proposals near expiration. Encourages prompt responses before proposals expire, ensuring no lost opportunities due to missed deadlines.

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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
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
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.

support
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
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
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.

support
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 Now

Get 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!

Register Now Download Module

Explore More SMS Plugins for Various Platforms

Discover SMS plugins tailored for different platforms to enhance your messaging experience effortlessly.

WordPress Plugin
  • Easy OTP Verification
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  • Reliable Two-Step Verification
Laravel Package
  • Effortless Configuration
  • Schedule SMS messages
  • Retrieve SMS delivery reports
  • Multiple recipient with sender ID
nopCommerce Plugin
  • Branded SMS
  • Order Notification
  • OTP verification for login
  • Customize SMS Templates
WHMCS Module
  • Message Templates
  • Instant Alerts
  • Notify Your Customers
  • Send Marketing SMS

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.

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