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Add-on SMS Manager Module for Perfex CRM
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Table of Contents
Note:This Module is for Perfex CRM
Latest Version : 1.0.3
Brief Description
“Add-on SMS Manager”, module can be use in Perfex CRM to Extends its default functionality for sending SMS to clients.
- “ Add-on SMS Manager ” is using, by default enabled SMS gateways, provided by Perfex CRM. You can check for available SMS gateways from SETUP -> Settings -> SMS.
- “ Add-on SMS Manager ” you will be able to create new SMS triggers which will be sent automatically for clients.
- Save Custom SMS Templates, to use in future.
- You can send manual multiple custom SMS at a time to Clients, Leads, Staff members.
- Use default Perfex CRM SMS Gateways, no need to implement new SMS gateway
Preview
DLT Template ID (India Only) for MSG91 SMS Gateway Users and Perfex Version 2.9 or higher
Added advantage:
- SMS triggers which will be sent automatically to clients, when new Projects, Invoices, Leads, Proposals, Support tickets, credit notes etc are created.
- SMS triggers which will be sent automatically to clients, when any status is updated for Projects, Invoices, Leads, Support tickets etc.
- SMS triggers which will be sent automatically to clients and staff, when status of Proposal or Estimate is changed to Accepted/Declined by client.
- SMS triggers which will be sent automatically to client’s contact, when new contact is added.
- Send custom SMS to Clients, Leads and Staffs.
- Save SMS Templates for future use.
List of All sms notification that can be triggered using this module is includes:
- New Project Created (to customer)
- New Invoice Created (to customer)
- New Proposal Created (to customer)
- New Estimate Created (to customer)
- New Contract Created (to customer)
- New Support Ticket Created (to customer)
- New Credit Note Created (to customer)
- New Lead Created (to customer)
- Project Status Changed (to customer)
- Invoice Status Changed (to customer)
- Lead Status Changed (to customer)
- Support Ticket Status Changed (to customer)
- Proposal Accepted (to customer)
- Proposal Declined (to customer)
- Proposal Accepted (to staff)
- Proposal Declined (to staff)
- Estimate Accepted (to customer)
- Estimate Declined (to customer)
- Estimate Accepted (to staff)
- Estimate Declined (to staff)
- Client Contact Created (to customer)
This module is compatible with new SMS Gateway (for India) , you can check our another module SMS Gateway Hub.
Documentation
It takes only a few seconds to be installed and activated. Documentation is included.
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.
Keep in mind that absolutely no coding is needed! Just follow the instructions and be able to use “Add-on SMS Manager” module in minutes.
Demo
View Demo
UserName : [email protected]
Password: 12345678
Note:
- Do not send SMS from Demo, you will not receive any SMS, because its only Demo purpose. - You need to enable any one SMS gateway given in Perfex, to use this module. - You can send multiple custom SMS at a time, but number of SMS at a time, will be depend on allowed by your SMS provider or Server.
Change Logs
Version 1.0.3
- Added more SMS Triggers - When Proposal status changed by client Accept/Decline send to client and staff. - When Estimate status changed by client Accept/Decline send to client and staff. - When New Contact Created of the Client, welcome SMS.
Version 1.0.2
- Added DLT Template ID (India Only) for each SMS Triggered via MSG91 SMS Gateway, which supports Perfex latest version 2.9
Version 1.0.1
- Small bug fixing related to Perfex latest version
