Custom SMS & Email Notifications module for Perfex CRM

The Custom SMS & Email Notifications for Perfex CRM is a module designed to enhance the notification capabilities of Perfex CRM, allowing the creation and customization of alerts via SMS and email. With this module, companies can ensure that clients and team members receive important communications efficiently and directly, improving management and response to interactions within the CRM.

Key Features: Custom Notifications: Create custom notifications for different events within Perfex CRM, such as new invoices, received payments, assigned tasks, among others. SMS and Email Support: Integrate the sending of notifications via SMS and email, ensuring that messages are delivered through the channels preferred by clients or users. Sending Rules Configuration: Define specific rules for sending notifications, such as sending times, frequency, and specific recipients, allowing greater control over communication. Notification Templates: Use and customize predefined notification templates to facilitate the creation of new messages, maintaining consistency in communication. Integration with SMS Gateways: Support for integration with multiple SMS service providers, allowing you to choose the best provider for your company's needs. Notification History: Track all sent notifications with a detailed history, allowing for review and auditing of communications. Notification Assignment by Profile: Configure which user profiles will receive specific notifications, ensuring that only relevant individuals are notified about certain events. Process Automation: Automate the sending of notifications based on predefined triggers, such as task completion or project status changes, improving operational efficiency. Subscriber Management: Easily add or remove subscribers for different types of notifications, ensuring that the right recipients are always informed. Integration with Custom Fields: Include information from custom fields in notifications, allowing for more detailed and specific communication for each case. User-Friendly Interface: An easy-to-use interface that allows for quick and hassle-free configuration of all functionalities, without the need for advanced technical knowledge.

The Custom SMS & Email Notifications for Perfex CRM is a powerful solution for companies looking to improve their internal and external communication, ensuring that all important events are notified quickly and efficiently. With the flexibility of customization and automation, this module becomes an essential tool for any company seeking to enhance notification management within Perfex CRM.