🚀 Overview

Custom SMS & Email Notifications Module enhances Perfex CRM by enabling automated and customizable communication with clients and team members. Ideal for businesses, service providers, and marketing teams, it allows sending reminders, alerts, marketing campaigns, and updates via SMS or email directly from the CRM, improving engagement and operational efficiency.

✨ Key Features

• SMS Notifications: Send automated SMS alerts to clients or team members.
• Email Notifications: Design and send email templates for reminders, invoices, or marketing campaigns.
• Custom Templates: Create dynamic templates with merge fields for personalized communication.
• Automated Triggers: Send notifications based on events like invoices, appointments, or project updates.
• Logs & Reporting: Track sent messages, delivery status, and history for auditing.
• Perfex CRM Integration: Seamlessly integrates with clients, projects, invoices, and tasks.
• Scheduling: Schedule notifications for future delivery.
• Responsive Interface: Manage notifications from desktop or mobile devices.

⚙️ Technical Stack

• Backend: PHP 7.x / 8.x (Perfex CRM Module Architecture)
• Frontend: HTML5, CSS3, JavaScript, Bootstrap
• Database: MySQL / MariaDB (via Perfex CRM)
• Server Requirements: Apache/Nginx, PHP modules (cURL, JSON, OpenSSL), 2GB RAM minimum
• Optional: Integration with third-party SMS/email gateways for bulk sending

🧩 Installation Guide

1. Upload the module files to the modules directory of Perfex CRM.
2. Activate the module via the Perfex CRM admin panel.
3. Configure SMS and email gateways in module settings.
4. Create custom templates and set up automated triggers.
5. Test notifications for proper delivery and logging.

📦 Deliverables

• Perfex CRM SMS & Email Notifications module source code
• Configuration files and sample templates
• Documentation & installation guide
• GPL license for free use, modification, and redistribution

📱 Supported Platforms

• Web Browsers: Chrome, Firefox, Edge, Safari (Perfex CRM Admin)
• Server: Linux or Windows with PHP & MySQL/MariaDB
• Mobile: Responsive web interface accessible on tablets and smartphones

🧠 Notes

License: GPL – Free to use, modify, and redistribute.

Customization Tips: Add additional SMS/email gateways, create advanced triggers, or integrate analytics dashboards for engagement tracking.

SEO Assurance: Semantic HTML ensures search engines can index notification features, templates, and CRM integrations efficiently.

👨‍💻 Original Developer Credit

Developed for Perfex CRM by Original Author / Marketplace.

🔒 Disclaimer

This SMS & Email Notifications module is distributed under the GPL license. Redistribution, modification, and commercial use are permitted under GPL terms. All rights remain with the original developer, and users should credit accordingly.