Description

The WhatsApp Business Platform Intergration module for Perfex CRM, gives medium to large businesses the ability to connect with customers at scale, using Cloud API and free messaging, under WhatsApp Business Account (WABA) limits. You can start conversations with customers, send customer notifications or infromation regarding actions that occur in your Perfex CRM (Invoice generation, Proposals etc – Please check the full action list below).

Current version’s supported actions list

– Broadcast (custom) messages. You can send custom messages that include image attachment and a dynamic (merge) field.

– Available notifications for Contacts (new contact creation):
1) WhatsApp notification to the contact’s phone number through a template that supports merge fields.

– Available notifications for Invoices (new invoice creation):
1) WhatsApp notification to the phone number of the primary contact of the related Customer, through a template that supports merge fields.
2) WhatsApp notification to the phone number of the selected Staff member, through a template that supports merge fields.

– Available notifications for Leads (new lead creation):
1) WhatsApp notification to the Lead’s assigned staff member, through a template that supports merge fields.
2) WhatsApp notification to the Leaded contact, through a template that supports merge fields.

– Available notifications for Tasks (new project’s task creation):
1) WhatsApp notification to the phone number of the primary contact of the related Customer, through a template that supports merge fields.
2) WhatsApp notification to the phone number of the first Staff member assigned in the Task, through a template that supports merge fields.

– Available notifications for Projects (new project creation from admin area):
1) WhatsApp notification to the phone number of the primary contact of the related Customer, through a template that supports merge fields.
2) WhatsApp notification to the phone number of the first Staff member assigned in the Project, through a template that supports merge fields.

– Available notifications for Proposals (new proposal creation):
1) WhatsApp notification to the phone number of the primary contact of the related Proposal, through a template that supports merge fields.
2) WhatsApp notification to the phone number of the selected Staff member, through a template that supports merge fields.

– Available notifications for Tickets (new ticket’s creation):
1) WhatsApp notification to the phone number of the primary contact of the related Customer, through a template that supports merge fields.
2) WhatsApp notification to the phone number of the Staff member assigned in the Ticket, through a template that supports merge fields.

– Available notifications for Payment (new payment capture creation):
1) WhatsApp notification to the phone number of the primary contact of the related Customer, through a template that supports merge fields.
2) WhatsApp notification to the phone number of the Staff member selected, through a template that supports merge fields.