WhatsApp & SMS Messaging for Perfex CRM
Connect WhatsSMS directly to Perfex CRM. Automate invoice payment reminders, proposal alerts, task assignments, and client support messaging with native Dual-SIM Android and WhatsApp account routing.
Choose Between Android SIMs, Global Gateway, or WhatsApp
The WhatsSMS Perfex module lets you customize the exact sending service for your business needs.
Android SIM SMS (Free / Local)
Send SMS directly using your Android phone's cellular SIM bundle. Select specific hardware SIM slot (SIM 1 or SIM 2) for local carrier rates.
WhatsApp Account Routing
Switch the sending service to WhatsApp with a single toggle. Dispatches messages via your connected WhatsApp account for high engagement.
Global SMS Gateway Credits
Reach international clients across 200+ countries & territories at a flat $0.04/SMS using your monthly free or top-up account credits.
Full Perfex CRM Trigger Automation
Automate communication across all core modules inside your Perfex CRM setup.
Invoices & Payments
Invoice Created
Dispatch invoice total, due date, and payment link directly to customer phone.
Payment Received
Send automated receipt thanking customer for invoice settlement.
Overdue Reminders
Trigger automatic overdue alerts to reduce payment delays.
Estimates & Proposals
Estimate Dispatched
Notify leads of newly created price estimates and quotes.
Estimate Expiry Notice
Automated countdown reminder before price estimates expire.
Proposal Accepted / Declined
Notify account managers the second a client approves a proposal.
Contracts & Signatures
Contract Expiration Warning
Alert clients 30 days before contract agreements expire.
Signature Confirmation
Confirm digital contract sign-off with timestamped receipt.
Tasks & Team Reminders
Task Assigned
Alert staff members on SMS or WhatsApp when a new project task is assigned.
Lead & Customer Reminders
Send scheduled reminders for meetings, follow-ups, and calls.
Task Due Date Alerts
Urgent notifications for upcoming deadline milestones.
Support Tickets & CRM Desk
Ticket Created Alert
Notify support team instantly of new incoming client tickets.
Staff Ticket Reply
Send answer notification to customer when technician posts an update.
Connect Perfex CRM in 3 Steps
Seamless installation using Perfex CRM's built-in module manager.
Download Module ZIP
In your WhatsSMS Dashboard, open System → Plugins → Perfex Integration and generate your custom module package.
Upload in Perfex Modules
In Perfex CRM Admin, go to Setup → Modules, upload the ZIP file, and click "Activate".
Configure Settings & SMS
Navigate to Setup → Settings → SMS, enter your API key, select SMS or WhatsApp mode, and enable your alerts.
Connect WhatsSMS to Perfex CRM
Start automating invoices, estimates, and customer notifications on WhatsApp & SMS today.