Custom SMS Gateway module for Perfex CRM
$39.00
11 sales
Introduction:
In today’s digital age, effective communication is crucial for businesses to succeed. One of the most reliable and efficient ways to stay in touch with customers, partners, and clients is through SMS notifications. If you’re a Perfex CRM user, you’ll be pleased to know that the Custom SMS Gateway module can revolutionize the way you integrate SMS gateways with your CRM system.
Review:
Custom SMS Gateway module for Perfex CRM is a groundbreaking module that offers unparalleled flexibility in integrating SMS gateways of your choice. Unlike the standard offering of Perfex CRM, which is limited to just three popular SMS gateways, this module opens the door to a wide array of HTTP-based (POST/GET methods) SMS gateways.
Key Features:
The module boasts several key features that make it an excellent addition to your Perfex CRM instance. These features include:
- Versatile Integration: Effortless integration with a diverse range of HTTP-based SMS gateways, expanding the platform’s capabilities beyond the default options.
- Streamlined Configuration: Simplifies the setup process, allowing users to configure their preferred SMS gateway within Perfex CRM’s intuitive interface.
- Expanded Communication Channels: Enables businesses to diversify their communication channels and reach customers more effectively.
- Scalability and Future-Proofing: Offers scalability, accommodating changing needs and preferences, and serves as a future-proof solution, adapting to evolving communication trends and technologies.
Installation and Support:
The module is easy to install, requiring only a few seconds to upload and activate. Additionally, the developers offer dedicated support through a ticket system, ensuring that any questions or issues are promptly addressed.
Conclusion:
In conclusion, the Custom SMS Gateway module is a must-have for any Perfex CRM user looking to take their SMS integration capabilities to the next level. With its versatile integration options, streamlined configuration, expanded communication channels, scalability, and future-proofing, this module offers an unparalleled level of customization and flexibility. I highly recommend this module to any Perfex CRM user seeking to enhance their CRM workflows and improve customer engagement through SMS notifications.
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Introduction to the Custom SMS Gateway Module for Perfex CRM
As a business owner or manager, staying connected with your customers and prospects is crucial to building strong relationships and driving sales. With the rise of mobile devices, SMS (Short Message Service) has become an increasingly popular way to communicate with customers. However, many CRM systems, including Perfex CRM, do not have built-in SMS functionality. That's where the Custom SMS Gateway module comes in.
The Custom SMS Gateway module is a powerful add-on for Perfex CRM that allows you to send and receive SMS messages directly from your CRM. With this module, you can send personalized SMS notifications to your customers, prospects, and team members, streamlining your communication workflow and improving customer engagement.
In this tutorial, we will walk you through the step-by-step process of setting up and using the Custom SMS Gateway module for Perfex CRM. Whether you're new to Perfex CRM or an experienced user, this tutorial will provide you with the knowledge and skills you need to get the most out of this powerful module.
Tutorial: Setting Up and Using the Custom SMS Gateway Module for Perfex CRM
Step 1: Installing the Custom SMS Gateway Module
To start using the Custom SMS Gateway module, you need to install it first. Here's how:
- Log in to your Perfex CRM account and navigate to the "Settings" tab.
- Click on "Modules" and then "Install a new module".
- Search for "Custom SMS Gateway" and click on the result.
- Click on the "Install" button to install the module.
- Wait for the installation to complete. You may need to restart your browser or Perfex CRM after installation.
Step 2: Configuring the Custom SMS Gateway Module
Once installed, you need to configure the Custom SMS Gateway module. Here's how:
- Log in to your Perfex CRM account and navigate to the "Settings" tab.
- Click on "Modules" and then "Custom SMS Gateway".
- Click on the "Configure" button.
- Enter your SMS gateway provider's credentials (e.g. API key, username, and password).
- Select the SMS gateway provider from the dropdown list (e.g. Twilio, Nexmo, etc.).
- Set up the SMS notification settings (e.g. which types of notifications to send, which fields to include, etc.).
- Click on the "Save" button to save your configuration.
Step 3: Sending SMS Notifications
Now that you've configured the Custom SMS Gateway module, you can start sending SMS notifications. Here's how:
- Navigate to the contact or lead record you want to send an SMS notification to.
- Click on the "Actions" dropdown menu and select "Send SMS".
- Enter the SMS message in the "Message" field.
- Select the SMS template or create a new one from scratch.
- Click on the "Send" button to send the SMS notification.
Step 4: Receiving SMS Responses
When you send an SMS notification, you can also set up the Custom SMS Gateway module to receive responses from your customers. Here's how:
- Navigate to the contact or lead record you sent the SMS notification to.
- Click on the "Actions" dropdown menu and select "View SMS Responses".
- You will see a list of all the SMS responses you've received from the customer.
- You can view the response message and update the contact or lead record accordingly.
Step 5: Troubleshooting Common Issues
Sometimes, things don't go as planned, and you may encounter issues with the Custom SMS Gateway module. Here are some common issues and solutions:
- Issue: The SMS notification is not sending.
- Solution: Check your SMS gateway provider's credentials and make sure they are correct. Also, check your SMS notification settings to ensure that the notification is enabled and configured correctly.
- Issue: The SMS response is not being received.
- Solution: Check your SMS gateway provider's documentation to ensure that you have set up the correct response URL. Also, check your SMS response settings to ensure that the response is enabled and configured correctly.
By following these steps and troubleshooting common issues, you should be able to set up and use the Custom SMS Gateway module for Perfex CRM effectively. Remember to test the module thoroughly before deploying it in production to ensure that it is working as expected.
Here is an example of a complete settings configuration for the Custom SMS Gateway module in Perfex CRM:
SMS Gateway Settings
sms_gateway_url = "https://your-sms-gateway.com/api/send-sms"
This setting specifies the URL of your SMS gateway API. Replace "https://your-sms-gateway.com/api/send-sms" with the actual URL provided by your SMS gateway provider.
SMS Gateway Authentication
sms_gateway_username = "your-sms-gateway-username"
sms_gateway_password = "your-sms-gateway-password"
These settings specify the username and password required for authentication with your SMS gateway API. Replace "your-sms-gateway-username" and "your-sms-gateway-password" with the actual credentials provided by your SMS gateway provider.
SMS Gateway Send SMS Parameters
sms_gateway_from_number = "+1234567890"
sms_gateway_from_name = "Perfex CRM"
These settings specify the sender's phone number and name that will be used when sending SMS messages through the SMS gateway. Replace "+1234567890" and "Perfex CRM" with the actual values provided by your SMS gateway provider.
SMS Gateway Response Handling
sms_gateway_response_timeout = 30
sms_gateway_response_max_retries = 3
These settings specify the timeout and maximum number of retries for handling responses from the SMS gateway. Replace 30 and 3 with the actual values that suit your needs.
Debugging
sms_gateway_debug = true
This setting enables debugging for the SMS gateway module. Set it to true to enable debugging, and false to disable it.
Here are the features of the Custom SMS Gateway module for Perfex CRM:
- Versatile Integration: Webmasters can effortlessly integrate a diverse range of HTTP-based SMS gateways into their Perfex CRM instance, expanding the platform's capabilities beyond the default options.
- Streamlined Configuration: The module simplifies the setup process, allowing users to configure their preferred SMS gateway within Perfex CRM's intuitive interface. By following straightforward steps, users can quickly establish seamless communication channels.
- Expanded Communication Channels: By leveraging a broader selection of SMS gateways, businesses can diversify their communication channels and reach customers more effectively.
- Scalability and Future-Proofing: As businesses evolve and grow, the Custom SMS Gateway module offers scalability, accommodating changing needs and preferences. It serves as a future-proof solution, allowing businesses to adapt to evolving communication trends and technologies.
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