Add-on SMS Manager Module for Perfex CRM
Original price was: $25.00.$12.50Current price is: $12.50.
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Description
Note This Module is for Perfex CRM Latest Version 1 1 4 Brief Description Add-on SMS Manager module can be use in Perfex CRM to Extends its default functionality for sending SMS to clients Add-on SMS Manager is using by default enabled SMS gateways provided by Perfex CRM You can check for available SMS gateways from SETUP – Settings – SMS Add-on SMS Manager you will be able to create new SMS triggers which will be sent automatically for clients Save Custom SMS Templates to use in future Admin or staff can send manual multiple custom SMS at a time to Clients Leads Staff members Admin or staff can send scheduled multiple SMS at a time to Clients Leads Staff members Use default Perfex CRM SMS Gateways no need to implement new SMS gateway Preview 1 Send Bulk Custom SMS 2 Add SMS Templates 3 Set Triggers for SMS 4 Set Scheduled SMS for Clients Staff and Leads DLT Template ID India Only for MSG91 SMS Gateway Users and Perfex Version 2 9 or higher Added advantage SMS triggers which will be sent automatically to clients when new Projects Tasks Invoices Leads Proposals Support tickets credit notes etc are created You can Skip SMS for DRAFT status also SMS triggers which will be sent automatically to clients when any status is updated for Projects Tasks Invoices Leads Support tickets etc Admin can select the statuses for which he does not want to send SMS regarding the status changed in Projects Tasks Leads Invoice Tickets SMS triggers which will be sent automatically to clients and staff when status of Proposal or Estimate is changed to Accepted Declined by client SMS triggers which will be sent automatically to staff when New Estimate Request Form is submitted or status of Estimate Request is changed SMS triggers which will be sent automatically to client s contact when new contact is added Send custom SMS to Clients Leads and Staffs Save SMS Templates for future use Admin can create Custom SMS Templates that are Globally used by staff also Admin and staff can create Custom SMS and set for Scheduled Date to send to Clients Staff or Leads List of All sms notification that can be triggered using this module is includes New Project Created to customer New Invoice Created to customer New Proposal Created or sent to customer New Estimate Created or sent to customer New Contract Created to customer New Support Ticket Created to customer New Credit Note Created to customer New Lead Created to customer Project Status Changed to customer Invoice Status Changed to customer Lead Status Changed to customer Support Ticket Status Changed to customer Proposal Accepted to customer Proposal Declined to customer Proposal Accepted to staff Proposal Declined to staff Estimate Accepted to customer Estimate Declined to customer Estimate Accepted to staff Estimate Declined to staff Client Contact Created to customer New Support Ticket Created to staff New Project Created to staff Project Status Changed to staff New Lead Created to staff Lead Status Changed to staff Task Created to customer Task Status Changed to customer Task Created to staff Task Status Changed to staff Task Assignee Add to new assigned staff New Estimate Request Form Submitted to assigned staff Estimate Request Status Changed to assigned staff This module is compatible with new SMS Gateway for India you can check our another module SMS Gateway Hub If you want to send automatic follow up SMS to your Leads you can check our new module Lead Follow up Scheduler 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 Add-on SMS Manager module in minutes Demo View Demo UserName demo_sms demo com Password 12345678 Note – Do not send SMS from Demo you will not receive any SMS because its only Demo purpose – You need to enable any one SMS gateway given in Perfex to use this module – You can send multiple custom SMS at a time but number of SMS at a time will be depend on allowed by your SMS provider or Server – To send Scheduled Multiple SMS Cron Jobs for Perfex CRM need to be set on your Server Change Logs Version 1 1 4 – Changed Trigger from New Estimate Created to New Estimate Created or Sent So it can trigger when send Estimate after saving as Draft – Changed Trigger from New Proposal Created to New Proposal Created or Sent So it can trigger when send Proposal after saving as Draft – Added more SMS Triggers – New Estimate Request Form Submitted to staff – Estimate Request Status Changed to staff Version 1 1 3 – Date format issue solved Version 1 1 2 – Bug fixed Version 1 1 1 – Settings added to skip SMS for DRAFT Status when Invoice Proposal or Estimates are created Version 1 1 0 – Added more SMS Triggers – Task Created to customer – Task Status Changed to customer – Task Created to staff – Task Status Changed to staff – Task Assignee Add to new assigned staff Version 1 0 9 – Issue solved when showing part of text in the Table of list of schedule SMS Version 1 0 8 – Added more SMS Triggers – New Lead Created to staff – Lead Status Changed to staff Version 1 0 7 – Added more SMS Triggers – New Support Ticket Created to staff – New Project Created to staff – Project Status Changed to staff Version 1 0 6 – Bug fix in schedule SMS Version 1 0 5 – New functionality Added schedule SMS for Clients Leads Staffs – Added more merge fields for Customers Leads and Staffs in Custom SMS If having issues in loading Custom SMS merge fields then try to clear the cache of the browser or Refresh the page by SHIFT F5 Version 1 0 4 – Perfex CRM Version 3 0 UI compatibility issue solved – Added functionality Admin can create Custom SMS Templates that are globally available for all staff Version 1 0 3 – Added more SMS Triggers – When Proposal status changed by client Accept Decline send to client and staff – When Estimate status changed by client Accept Decline send to client and staff – When New Contact Created of the Client welcome SMS Version 1 0 2 – Added DLT Template ID India Only for each SMS Triggered via MSG91 SMS Gateway which supports Perfex latest version 2 9 Version 1 0 1 – Small bug fixing related to Perfex latest version
