Brief Description

“Greetings Manager”, module can be use in Perfex CRM which allows admin or staff to send personalized greeting SMS or Email to Client’s contact or staff on their special days.

• By using this module, Admin and staff will be able to create schedule to send automatic SMS or Email to the Clients or Staff. Thus, Best wishes will be sent to the Clients or Staffs from the company on their special days like Birthday, Anniversary etc.


• “ Greetings Manager ” is using, by default enabled SMS gateways, provided by Perfex CRM. You can check for available SMS gateways from SETUP -> Settings -> SMS.


• “ Greetings Manager ” is using, by default enabled Emails settings, in Perfex CRM.


• Staff will be required to set a schedule for one time only, to send automatic greetings SMS/Email for every upcoming special day of Clients or Staffs.


• This module will use Custom fields of Contacts and Staff to send greetings. So that custom field should be Date type.


• Admin/staff can see logs of greetings sent to whom.

Added advantage:

• Use default Perfex CRM SMS Gateways, no need to implement 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 client engagement but also boosts the company’s credibility.


• Staff can create multiple schedules to send wishes more than one times like send before 7 days, send before 1 day, send on that day.


• Admin/Staff can see how many Clients are sent an SMS or Email by viewing Schedule for Client Contacts.


• Admin/Staff can see how many Staffs are sent an SMS or Email by viewing Schedule for Staff.


• SMS/Email will be sent automatically to Clients or staffs using Cron Jobs.

Preview:

Create Scheduler for Greetings

Documentation

It takes only a few seconds to be installed and activated. Documentation is included.

If you have any questions, feel free to raise a support ticket at our support area. Guys from support department will get back to you as soon as possible with a reply.

Keep in mind that absolutely no coding is needed! Just follow the instructions and be able to use “Greetings Manager” module in minutes.

Demo

View Demo

UserName : demo_greetings@demo.com
Password: 12345678