SMS Management Module for Perfex CRM

Introduction to SMS Management Module in Perfex CRM

Perfex CRM is a comprehensive customer relationship management system that offers a range of features to help businesses manage their customer interactions and communications effectively. One of the key features of Perfex CRM is the SMS Management Module, which allows users to send and receive text messages directly from the platform. This module is particularly useful for businesses that need to communicate with their customers or prospects in a timely and efficient manner.

In this tutorial, we will provide a step-by-step guide on how to use the SMS Management Module in Perfex CRM. We will cover the basics of setting up the module, sending and receiving SMS messages, and using the module's advanced features.

Getting Started with the SMS Management Module

To get started with the SMS Management Module, follow these steps:

1. Log in to your Perfex CRM account and navigate to the "Settings" menu.
2. Click on the "Modules" tab and select the "SMS" module from the list of available modules.
3. Click on the "Configure" button to set up the module.
4. Enter your Twilio account credentials (Account SID and Auth Token) to connect your Perfex CRM account to Twilio, the SMS messaging service used by Perfex CRM.
5. Set up your SMS messaging settings, such as the default SMS message template and the SMS sender ID.

Sending SMS Messages

To send an SMS message using the SMS Management Module, follow these steps:

1. Navigate to the "Contacts" or "Leads" tab and select the contact or lead you want to send an SMS message to.
2. Click on the "Send SMS" button located on the contact or lead's profile page.
3. Enter the SMS message you want to send in the message box.
4. Choose the SMS template you want to use from the drop-down list of available templates.
5. Click on the "Send" button to send the SMS message.

Receiving SMS Messages

To receive SMS messages using the SMS Management Module, follow these steps:

1. Navigate to the "SMS" tab and click on the "Inbox" button.
2. Your incoming SMS messages will be displayed in the inbox.
3. Click on the "View" button to view the details of the SMS message.
4. You can respond to the SMS message by clicking on the "Reply" button.

Advanced Features of the SMS Management Module

The SMS Management Module offers several advanced features that can help you manage your SMS communications more effectively. These features include:

• SMS Campaigns: You can create and send SMS campaigns to multiple contacts or leads at once.
• SMS Templates: You can create and save SMS templates to use repeatedly.
• SMS Reports: You can generate reports on your SMS communications, including sent and received messages, delivery rates, and more.

Troubleshooting Common Issues

Here are some common issues you may encounter when using the SMS Management Module and how to troubleshoot them:

• Issue: SMS messages are not being sent or received.
• Solution: Check your Twilio account credentials and make sure they are correct. Also, check your SMS messaging settings to ensure that the module is configured correctly.
• Issue: SMS messages are being delivered to the wrong number.
• Solution: Check the contact or lead's phone number to ensure that it is correct. Also, check your SMS messaging settings to ensure that the module is configured correctly.

By following this tutorial, you should be able to set up and use the SMS Management Module in Perfex CRM effectively. If you have any further questions or need additional assistance, please don't hesitate to contact our support team.