Custom SMS & Email Notifications Automation for Perfex CRM

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.

Brief description

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!

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 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

- WhatsApp Settings page with test sender - Delivery preview and SMS segment counter - Message history, recipient groups, and template categories - Scheduled messages management

Version 2.3.5

- Message history improvements and export - Recipient groups and category management - Performance and UI fixes

Version 2.3.4

-Minor fixes -Activity Log entries for scheduled actions added

Version 2.3.3

-New feature: Schedule Emails/SMSes to be sent later

Version 2.3.2

-New feature: Apart from multiple selection in the Customers/Leads list, you can now dynamically search for an entry -New feature: Dynamic email subject -New feature: The following merge fields are now available in email subject and email templates: Contact Firstname {contact_firstname} - {contact_lastname} - {client_company} -Aesthetic Interface Changes

Version 2.3.1

-Enhancement: Notify only active contacts of Customers

Version 2.3.0

-Introduced permissions - You can restrict the usage of the module to specific staff members -Introduced teamplates - You can now add and use your own Email/SMS templates -Added support for MSG91 SMS provider -Updated language strings -Minimum PHP version required: 7.4

Version 2.2.0

-Added dependencies in order to support Perfex CRM 2.7.0 installations

Version 2.1.0

-Compatibility issues with the latest version of Perfex are solved

Version 2.0

-Twillio vendor path updated

Version 1.0c

-Translations cleanup

Version 1.0b

-Included an attachments option for E-mails -Multi-customer selection is now possible (includes all of their contacts) -Actions (Emails/SMSes) are being logged into activity log -Aesthetics were improved -Added a character counter in textarea input -Menu item moved into primary sidebar -Language files were added, making module translate-ready

Version 1.0

-Initial version, fully compatible with the latest version of Perfex CRM