VERSION 2.3.6 Released
NEW – Enable WhatsApp for SMS (Twilio; built-in Perfex SMS not used when enabled)
NEW – Send Test WhatsApp for validation before production
NEW – WhatsApp delivery badges option
NEW – Delivery Preview panel showing how the message will appear
NEW – SMS character counter and segment calculation (GSM / Unicode)
NEW – Message History with sent/failed/scheduled counts and CSV export
NEW – Recipient Groups (static groups of customers/leads)
NEW – Template Categories and shared templates
NEW – Scheduled Messages list with Edit, Send Now, Preview
NEW – Manual selection vs Use Recipient Group on compose screen
NEW – Subject label and HTML rendering in delivery preview
Automated SMS, Email & WhatsApp Messaging for Perfex CRM
Drive results with personalized communication using our exclusive Perfex CRM module – send Email, SMS, and WhatsApp messages with templates, groups, scheduling, and full message history.
Why this module?
Stay connected with customers and leads through professional, targeted messaging that looks great and drives action. From quick broadcasts to scheduled reminders, you control the delivery, content, and audience – all from inside Perfex CRM.
