The “Greetings Manager” module can be used in Perfex CRM, allowing administrators or staff to send personalized SMS or greeting emails to contacts or client employees on special days. By using this module, Admin and the team will be able to create a schedule to send automatic SMS or emails to clients or the team. Thus, the best wishes will be sent to the clients or the company's team on their special days, such as birthdays, anniversaries, etc. The “Greetings Manager” uses, by default, enabled SMS gateways provided by Perfex CRM. You can check the available SMS gateways in SETUP -> Settings -> SMS. The “Greetings Manager” uses, by default, the email settings enabled in Perfex CRM. Employees will need to set a schedule to send automatic greeting SMS/emails only once for each special day of clients or employees. This module will use custom fields from Contacts and Team to send greetings. Therefore, this custom field must be of the Date type. The administrator/staff can view the records of greetings sent to each person. Additional advantage: Use the standard SMS gateways of Perfex CRM, without the need to implement a new SMS gateway. By implementing an automated scheduling system, our administrative team and staff can send personalized wishes to clients via SMS or email. This proactive approach not only enhances customer engagement but also boosts the company's credibility. The team can create multiple schedules to send wishes more than once, such as sending 7 days before, sending 1 day before, sending on that day. The administrator/team can see how many clients received an SMS or email by viewing the client contact schedule. The administrator/team can see how many employees received an SMS or email by viewing the schedule for employees. SMS/email will be sent automatically to clients or teams using Cron Jobs.
Requisito de Segurança
Este módulo utiliza Ioncube Loader
Uma extensão de segurança para PHP que protege o código-fonte
O que você precisa saber
Para funcionar este módulo precisa que sua hospedagem tenha o Ioncube Loader ativado. A maioria das hospedagens já vem com ele instalado por padrão!
Dica: A instalação do Ioncube Loader é simples e rápida na maioria das hospedagens.
QuickBooks® Online Module for Perfex CRM - Real Time and Scheduled Synchronization
```html
The QuickBooks Online Module for Perfex CRM - Real-Time and Scheduled Synchronization is an advanced solution that integrates the Perfex CRM system with QuickBooks Online, allowing for automatic and real-time synchronization between the two platforms. This module is designed for companies th...
```html
The Report Builder Module for Perfex CRM is a powerful and versatile tool that allows Perfex CRM users to create custom reports easily and intuitively. Ideal for companies that need detailed analysis and tailored reports, this module offers complete flexibility in creating and visualizing cr...
Human Resources Management - HR module for Perfex CRM
The Human Resources Management (HR) Module for Perfex CRM is a comprehensive solution to integrate and manage all human resources operations within the Perfex CRM system. This module is ideal for companies looking to automate and centralize the management of their HR processes, including recruitment...
ProjectSpot - Projects Showcase For Clients Perfex Module
```html
The ProjectSpot - Projects Showcase for Clients (Perfex Module) is an advanced module designed for the Perfex CRM, allowing companies to present their projects in a professional and organized manner directly to their clients. This module offers a customized showcase where clients can view th...
```html
The Spreadsheet Online for Perfex CRM is a module developed to integrate spreadsheet functionalities directly into the Perfex CRM system, providing an experience similar to using online spreadsheet tools, such as Google Sheets, within the CRM environment.Main Features:Complete Spreadsheet Ed...
The OKRs (Objectives and Key Results) Module for Perfex CRM is an extension designed to integrate the OKR methodology into the Perfex CRM system. This module is ideal for companies that wish to align their strategic goals and objectives with measurable results, facilitating progress tracking and the...
Uma extensão de segurança para PHP que protege o código-fonte
O que você precisa saber
Para funcionar corretamente, este módulo precisa que sua hospedagem tenha o Ioncube Loader ativado. A maioria das hospedagens já vem com ele instalado por padrão!
Dica: A instalação do Ioncube Loader é simples e rápida na maioria das hospedagens.
