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Custom SMS & Email Notifications Automation for Perfex CRM v2.3.6 – Addon
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Admin & user logins
Setup Guide
MySQL, .env & deploy
Error Fixes
500 & SQL packet limits
VERSION 2.3.6 Released
NEW – Enable WhatsApp for SMS (Twilio; built-in Perfex SMS not used when enabled)
NEW – Send Test WhatsApp for validation before production
NEW – WhatsApp delivery badges option
NEW – Delivery Preview panel showing how the message will appear
NEW – SMS character counter and segment calculation (GSM / Unicode)
NEW – Message History with sent/failed/scheduled counts and CSV export
NEW – Recipient Groups (static groups of customers/leads)
NEW – Template Categories and shared templates
NEW – Scheduled Messages list with Edit, Send Now, Preview
NEW – Manual selection vs Use Recipient Group on compose screen
NEW – Subject label and HTML rendering in delivery preview
Automated SMS, Email & WhatsApp Messaging for Perfex CRM
Drive results with personalized communication using our exclusive Perfex CRM module – send Email, SMS, and WhatsApp messages with templates, groups, scheduling, and full message history.
Why this module?
Stay connected with customers and leads through professional, targeted messaging that looks great and drives action. From quick broadcasts to scheduled reminders, you control the delivery, content, and audience – all from inside Perfex CRM.
What’s new & powerful
1) WhatsApp Messaging (via Twilio)
Enable WhatsApp directly in module settings. Send WhatsApp notifications from the same compose screen, and validate with the built‑in test sender before going live.
2) Recipient Groups
Create static groups of customers and/or leads, then send to them instantly without rebuilding lists every time.
3) Scheduled Messages
Plan messages for later with scheduled date/time and manage them in a dedicated scheduled list.
4) Message History & Export
Track all sent/failed/scheduled messages with detailed history and CSV export.
5) Template Categories + Shared Templates
Organize templates by category and optionally share templates with all staff members.
6) Delivery Preview + SMS Counter
Preview how your message will look and track SMS character count and segments in real time.
Documentation
Synopsis
Custom SMS & Email module for Perfex CRM allows you to send out custom Emails, SMS, and WhatsApp messages to your clients!
Every contact of the selected Customer’s (or Lead’s) number will receive the respective notification sent by you, through our module’s interface (which can always be a selection from your pre‑created templates).Easy as 1‑2‑3!
Don’t miss out on the opportunity to revolutionize your communication strategy. Elevate your Perfex CRM experience with our Custom SMS & Email Notifications Module. Start delivering messages that matter – personalized, timely, and effective.
Get started now and take the first step towards a more connected and engaged customer base!
Keep in mind that absolutely no coding is needed! Just follow the instructions and be able to use Custom SMS & Email module in minutes.
* Our module works with Clickatell/MSG91 and Twilio SMS providers.
* WhatsApp sending requires the official Twilio WhatsApp Business API.
Version 2.3.6
Version 2.3.5
Version 2.3.4
Version 2.3.3
Version 2.3.2
Version 2.3.1
Version 2.3.0
Version 2.2.0
Version 2.1.0
Version 2.0
Version 1.0c
Version 1.0b
Version 1.0
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