WhatsApp Module for Perfex CRM
Stop relying on emails that clients never open. Send automated invoices, payment reminders, and project updates directly to their WhatsApp from within your Perfex CRM dashboard.
Auto-Sent to Client
Invoice_INV-0042.pdf
Communicate Where Your Clients Are
WhatsApp has a 98% open rate compared to 20% for emails. Ensure your business notifications are seen instantly.
Trigger-Based Alerts
Automatically send WhatsApp messages when a Proposal is created, Invoice is generated, or a Project task is completed.
Payment Reminders
Reduce overdue payments by scheduling automatic WhatsApp reminders 3 days, 1 day, or on the exact due date of an invoice.
Meta Template Management
Sync and map your approved Meta WhatsApp templates directly within Perfex CRM settings to use dynamic variables like {client_name}.
Send PDFs with One Click
Our module adds a 'Send via WhatsApp' button next to every document in Perfex.
Invoices & Estimates
Instantly share PDF invoices with a direct payment link attached in the message text.
Proposals & Contracts
Speed up your sales cycle by sharing proposals on WhatsApp where clients can view and approve them on the go.
Conversation Log inside CRM
Maintain a complete audit trail. Every WhatsApp message sent to a client is logged in their Perfex CRM profile.
- Staff members can view what automated messages have already been sent to a lead or customer.
- Track message statuses (Sent, Delivered, Read) without leaving the CRM dashboard.
100% Ban-Proof Cloud API
We do not use unofficial QR-code scanning scripts. Our module connects directly to Meta's Official WhatsApp Cloud API for maximum reliability and scalability.
Upgrade Your Client Communication
Give your business a professional edge by sending instant WhatsApp updates. We provide the module and handle the complete Meta API setup for you.
Get WhatsApp Module