Note: This is a module for Perfex CRM.

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Official Cloud API WhatsApp Module for Perfex CRM

Our 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 and set up Marketing Actions (Auto replies, Bots, Campaigns, etc).

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

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Our module leverages the official Cloud API of WhatsApp, enabling staff to send messages, images, attachments, videos, and voice messages to clients and creating Marketing Automations using their data and Perfex CRM’s data.

(Click to enlarge – Since this item is receiving a significant and frequent number of updates, some screenshots may differ)

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Features

NEW: Start a Conversation

NEW: Flow Builder

NEW: Review Bot

NEW: Unread Messages

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

NEW: Message Assistants and Autoreplies

NEW: Marketing Templates And Template Manager

NEW: Campaigns

NEW: Logging History

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

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.

(Click to enlarge – Since this item is receiving a significant and frequent number of updates, some screenshots may differ)

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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

Allows marketing actions like Autoresponders, Templates, Bots etc

Notes

Our module uses business WhatsApp number for unique use

Minimum Version 3.2.6 of Perfex CRM is needed

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

Meta’s policies disallow API under FlowBuilder – feature was removed.

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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.