Perfex CRM Chat

Description

Perfex CRM Chat

Perfex CRM Chat is a powerful add-on that transforms your Perfex CRM into a full-featured real-time messaging and collaboration hub for your team and clients. With integrated group chats, private messaging, file sharing, and notifications, it improves communication across your entire organization. Distributed by wpshop.net with lifetime free updates and limited email support.

Feature Highlights

• 💬 Real-Time Chat: Enable seamless live messaging between staff and clients directly within Perfex CRM.
• 👥 Group & Private Conversations: Create team chat rooms, private one-on-one chats, or project-specific discussions.
• 📁 File & Media Sharing: Share documents, images, audio, and other files securely in chat threads.
• 🔔 Instant Notifications: Get real-time pop-ups and alerts for new messages and mentions.
• 🌐 Multi-Language Ready: Fully translatable interface for global teams.
• 📱 Responsive Design: Optimized for desktops, tablets, and smartphones for on-the-go communication.
• 🔐 Secure & Role-Based Access: Set chat permissions for admins, staff, and customers.
• ⚡ Seamless CRM Integration: Works natively inside Perfex CRM with no external software needed.

Detailed Overview

Perfex CRM Chat is designed to boost productivity and collaboration by embedding real-time communication into your CRM workflow. It allows your teams to coordinate tasks faster, address customer inquiries in private threads, and share files securely without leaving the CRM dashboard.

With instant notifications and a mobile-friendly design, your team stays connected whether at the office or on the go. The chat module supports group discussions, private conversations, and project-based channels for streamlined communication. As a GPL-licensed module, it’s fully customizable to suit your company’s needs and branding.

Comparison Table

Feature	Perfex CRM Chat	External Chat Tools
Native Perfex CRM Integration	✅ Fully Integrated	❌ Requires External Apps & APIs
Group & Private Messaging	✅ Included	❌ Usually Paid Add-On
File & Media Sharing	✅ Built-In	❌ Limited or Requires Upgrade
CRM Notifications & Alerts	✅ Real-Time Pop-Ups	❌ Delayed or Requires Integrations
Role-Based Access Control	✅ Native in CRM	❌ Needs Additional Configuration
GPL License & Lifetime Updates	✅ Included via wpshop.net	❌ Subscription-Only Model

Installation Guide

1. Download the Perfex CRM Chat module from your wpshop.net account.
2. Log in to your Perfex CRM admin dashboard and navigate to Setup → Modules.
3. Click Upload Module and select the downloaded ZIP file.
4. Once uploaded, click Install to activate the chat module.
5. Configure user roles, permissions, and chat preferences in the module settings.
6. Invite your staff and clients to start chatting directly inside the CRM.

Licensing Information

Perfex CRM Chat is distributed under the GPL license, granting unlimited installations and full source-code customization rights. wpshop.net provides lifetime free updates and limited email support. We are an independent GPL distributor and not affiliated with the original developer; our distributions fully comply with GPL licensing standards.

FAQs

Q1: Is Perfex CRM required for this chat module?

Yes. Perfex CRM Chat is an add-on designed specifically for Perfex CRM and won’t work as a standalone tool.

Q2: Can clients use the chat feature?

Yes. You can enable chat for clients, allowing them to message your team directly in their CRM portal.

Q3: Does it support file sharing?

Absolutely. Users can securely share documents, images, and other file types in chats.

Q4: Is it mobile-friendly?

Yes. The chat interface is fully responsive and works seamlessly on smartphones and tablets.

Q5: Are updates free for life?

Yes. All purchases from wpshop.net come with lifetime free updates at no additional cost.

Why Choose Perfex CRM Chat?

Perfex CRM Chat bridges the gap between customer relationship management and team collaboration. By integrating real-time messaging directly into your CRM, it eliminates the need for third-party chat tools, ensuring faster communication, better security, and reduced costs. With GPL licensing and lifetime updates, it’s the smartest way to enhance team productivity inside Perfex CRM.

Improve Team Communication Instantly!

Empower your CRM with built-in real-time chat that boosts collaboration and response times. Download Perfex CRM Chat now and transform the way your team connects with clients and each other.