Note: This is a module for Perfex CRM.

Description

This module is designed to enhance the communication experience between staff members and clients within the Perfex CRM platform.
It offers a direct, real-time chat client through the Perfex dashboard, allowing staff to engage with clients in a more personalized and efficient manner.

New WhatsApp messages received are automatically added to Leads section of Perfex CRM, allowing you to convert them to Clients aswell.

The module leverages the official Cloud API of WhatsApp, enabling staff to send messages, images, attachments, videos, and voice messages to clients. It also includes status updates and integrates with Perfex CRM’s SMS notification system.

Features

NEW: ChatGPT (OpenAI) Integration, used to automatically reply at existing chats

Real-time chat client through Perfex CRM’s admin area

Send messages, images, attachments, videos, and voice messages to clients

WhatsApp integration using the official Cloud API

Status updates for messages

Integration with Perfex CRM’s SMS notification system

Ability to send documents and files

Multi-WA number support under the same Business Account ID (Screenshot)

New WhatsApp messages received are automatically added as Leads

Supports multiple languages, including English, German, Dutch, French, Italian, Ukrainian, Spanish, Turkish, Portuguese, Arabic and Brazilian

Our module offers a unique and powerful way to enhance the communication experience within Perfex CRM, providing a more personalized and efficient way to engage with clients.

It seamlessly integrates with Perfex CRM, empowering your staff members to communicate directly with clients in real-time, all within the familiar Perfex dashboard environment.

Key Benefits

Enhances client engagement and satisfaction

Improves staff productivity and efficiency

Provides a more personalized and responsive communication experience

Supports multiple languages and file formats

Integrates with Perfex CRM’s SMS notification system

Notes

Our module uses business WhatsApp number for unique use

Facebook allows replies through Cloud API within 24 hours of the received status timestamp

Limited to 50 free messages per day without Business verification of the Facebook App (this limitation doest exist if you verify your Business) and to generic WhatsApp Cloud API Usage Policy

Installation/Support

It takes only a few seconds to be installed, activated and have our module fully working.

You can install our module by going to Perfex CRM Settings -> Modules -> Upload and upload the zip file downloaded from CodeCanyon. Activate the module at the next step and you will be all set, after browsing the included documentation and setting up everything third-party needed.

If you have any questions, feel free to raise a support ticket at our support area.
Guys from support department will get back to you as soon as possible with a reply.

Version 1.2.5

-OpenAI Integration (automatic reply in chats)

Version 1.2.4

-Functionality Improvements

Version 1.2.3

-Multi-number support, you can now use multiple WA numbers under the same Business Account ID
-Interface improvements
-Settings interface updated

Version 1.2

-UI Improvements

Version 1.1

-Mobile responsiveness fixes

Version 1.0

-Initial version