Add-on SMS Manager Module for Perfex CRM

Note:This Module is for Perfex CRM

Latest Version : 1.2.1

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)
• Support Ticket Status Changed (to staff)
• Support Ticket Reply Added by Staff (to customer)
• Support Ticket Reply Added by Customer (to staff)
• 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 1.2.1

- Bug fixed. 

Version 1.2.0

 - Perfex CRM latest version compatibility fixed. 

Version 1.1.9

 - Design issue fixed. 

Version 1.1.8

 - Compatible with Latest Perfex CRM Version 3.4.* 

Version 1.1.7

 - Added more SMS Triggers :
    - Support Ticket Status Changed (to staff)
    - Support Ticket Reply Added by Staff (to customer)
    - Support Ticket Reply Added by Customer (to staff) 
    - Compatible with Latest Perfex CRM Version 3.3.* 

Version 1.1.6

- Small bug fixed. 

Version 1.1.5

 - Compatible with Latest Perfex Version 3.2.1. 

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