WhatsApp Cloud API Interaction Module for Perfex CRM

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Tags:

cloud api,meta business,perfex crm,perfex module,p
erfex modules,perfex whatsapp,whatsapp,whatsapp business integration,whatsapp chat,whatsap
hatsapp business integration,whatsapp chat,whatsapp cloud api

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Note: This is a module for Perfex CRM.

Brief 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.

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

  • 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
  • Supports multiple languages, including English, German, Dutch, French, Italian, Ukrainian, Spanish, Turkish, Portuguese, 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)




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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.

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    Version 1.0

    -Initial version
    
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