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


• “ Add-on SMS Manager ” you will be able to create new SMS triggers which will be sent automatically for clients.


• Save Custom SMS Templates, to use in future.


• Admin or staff can send manual multiple custom SMS at a time to Clients, Leads, Staff members.


• Admin or staff can send scheduled multiple SMS at a time to Clients, Leads, Staff members.


• Use default Perfex CRM SMS Gateways, no need to implement new SMS gateway

Preview

1. Send Bulk Custom SMS2. Add SMS Templates3. Set Triggers for SMS4. Set Scheduled SMS for Clients, Staff and Leads

DLT Template ID (India Only) for MSG91 SMS Gateway Users and Perfex Version 2.9 or higher

Added advantage:

• SMS triggers which will be sent automatically to clients, when new Projects, Tasks, Invoices, Leads, Proposals, Support tickets, credit notes etc are created. You can Skip SMS for DRAFT status also.


• SMS triggers which will be sent automatically to clients, when any status is updated for Projects, Tasks, Invoices, Leads, Support tickets etc.


• Admin can select the statuses for which he does not want to send SMS regarding the status changed in Projects, Tasks, Leads, Invoice, Tickets.


• SMS triggers which will be sent automatically to clients and staff, when status of Proposal or Estimate is changed to Accepted/Declined by client.


• SMS triggers which will be sent automatically to staff, when New Estimate Request Form is submitted, or status of Estimate Request is changed.


• SMS triggers which will be sent automatically to client’s contact, when new contact is added.


• Send custom SMS to Clients, Leads and Staffs.


• Save SMS Templates for future use.


• Admin can create Custom SMS Templates that are Globally used by staff also.


• Admin and staff can create Custom SMS and set for Scheduled Date to send to Clients, Staff or Leads.

List of All sms notification that can be triggered using this module is includes:

• New Project Created (to customer)


• New Invoice Created (to customer)


• New Proposal Created or sent (to customer)


• New Estimate Created or sent (to customer)


• New Contract Created (to customer)


• New Support Ticket Created (to customer)


• New Credit Note Created (to customer)


• New Lead Created (to customer)


• Project Status Changed (to customer)


• Invoice Status Changed (to customer)


• Lead Status Changed (to customer)


• Support Ticket Status Changed (to customer)


• Proposal Accepted (to customer)


• Proposal Declined (to customer)


• Proposal Accepted (to staff)


• Proposal Declined (to staff)


• Estimate Accepted (to customer)


• Estimate Declined (to customer)


• Estimate Accepted (to staff)


• Estimate Declined (to staff)


• Client Contact Created (to customer)


• New Support Ticket Created (to staff)


• New Project Created (to staff)


• Project Status Changed (to staff)


• New Lead Created (to staff)


• Lead Status Changed (to staff)


• Task Created (to customer)


• Task Status Changed (to customer)


• Task Created (to staff)


• Task Status Changed (to staff)


• Task Assignee Add (to new assigned staff)


• New Estimate Request Form Submitted (to assigned staff)


• Estimate Request Status Changed (to assigned staff)

This module is compatible with new SMS Gateway (for India) , you can check our another module SMS Gateway Hub.

If you want to send automatic follow up SMS to your Leads, you can check our new module Lead Follow up Scheduler.