Perfex-CRM-Chat-Tickets-App-for-Support-Board

Description

Perfex CRM Chat & Tickets App for Support Board

Perfex CRM Chat & Tickets App for Support Board is the ultimate bridge between your Perfex CRM and Support Board, enabling seamless live chat, ticket management, and automated customer support—all in one platform. Designed for agencies, SaaS providers, and support teams, this integration ensures faster response times, unified communication, and enhanced customer satisfaction. Available on wpshop.net with lifetime free updates and limited email support, it’s distributed under the GPL license so you can install and customize it on unlimited domains at no extra cost.

Feature Highlights

• 💬 Unified Live Chat & Tickets – Sync live chat messages from Support Board directly into Perfex CRM tickets for a centralized workflow.
• 🤖 AI-Powered Chatbot Integration – Automate replies to FAQs and provide 24/7 support with Support Board’s AI chatbot capabilities.
• 📩 Automatic Ticket Creation – Convert unresolved chat messages into Perfex CRM tickets automatically for better issue tracking.
• 👥 Customer & Agent Sync – Keep customer profiles and agent assignments consistent across both platforms.
• 📈 Conversation History – Maintain full chat and ticket history in Perfex CRM for compliance and future reference.
• 🔔 Real-Time Notifications – Get instant alerts in Perfex CRM when customers send new messages or update tickets.
• 🌍 Multi-Language & RTL Support – Offer customer support in multiple languages with right-to-left (RTL) compatibility.
• ♻️ Lifetime Free Updates – Stay up-to-date with new features and security patches at no recurring cost.

Detailed Overview

Perfex CRM Chat & Tickets App for Support Board transforms how your team handles customer service by connecting your CRM and support channels into one cohesive system. Agents can chat with visitors in real-time, automatically generate support tickets, and track progress without switching tools. The integration streamlines workflows, reduces response times, and enhances customer satisfaction—making it ideal for businesses that prioritize responsive and professional support experiences.

Comparison Table

Feature	Perfex CRM + Support Board App	Separate Chat & Ticket Systems
Platform Integration	✔ Seamless CRM & support sync	✖ Requires switching between apps
Ticket Automation	✔ Auto-creates tickets from chats	✖ Manual ticket entry needed
AI Chatbot	✔ Built-in Support Board AI support	✖ Usually requires third-party tools
Customer Data	✔ Synced profiles across CRM & chat	✖ Scattered data in separate systems
Cost	✔ GPL license with lifetime updates	✖ Ongoing SaaS subscription fees
Workflow Efficiency	✔ Centralized dashboard for agents	✖ Time-consuming context switching

Installation Guide

1. Download the Perfex CRM Chat & Tickets App for Support Board ZIP package from your wpshop.net account.
2. Unzip the package and upload the module folder into your application/modules/ directory of Perfex CRM.
3. Login as an admin to Perfex CRM → go to Settings → Modules → locate and activate the Chat & Tickets App module.
4. Navigate to Settings → Support Board Integration within Perfex CRM.
5. Enter your Support Board API key and connection URL to establish secure integration.
6. Configure user roles, chatbot settings, and notification preferences.
7. Test the live chat widget on your website to confirm successful synchronization between Perfex CRM and Support Board.

Licensing Information

Perfex CRM Chat & Tickets App for Support Board is licensed under the GNU General Public License (GPL), which allows you to use, modify, and install it on unlimited domains. Purchasing from wpshop.net includes lifetime free updates and limited email support for installation and basic troubleshooting to keep your support system running smoothly.

FAQs

Q1: Do I need both Perfex CRM and Support Board to use this app?

Yes. This module acts as a bridge between Perfex CRM and the Support Board plugin; both are required for full functionality.

Q2: Can I automate ticket creation from live chats?

Yes. The module automatically converts unresolved chat messages into Perfex CRM tickets.

Q3: Does it support multiple languages?

Yes. The integration supports multi-language and RTL layouts for global customer support teams.

Q4: Will my chat history be stored in Perfex CRM?

Absolutely. All conversation logs are synced and stored securely within Perfex CRM for future reference.

Q5: Are future updates free?

Yes. Buying from wpshop.net gives you lifetime free updates at no additional cost.

Q6: Is coding knowledge required to install the module?

No. Basic familiarity with uploading modules and entering API credentials is enough to set up the integration.

Why Choose Perfex CRM Chat & Tickets App for Support Board?

With Perfex CRM Chat & Tickets App for Support Board, you can unify customer communication, boost productivity, and enhance customer satisfaction. By centralizing chats and tickets within your CRM and leveraging AI chatbot automation, you save time and improve team efficiency. Enjoy the freedom of GPL licensing, lifetime updates, and limited email support from wpshop.net—making it a cost-effective and scalable support solution for businesses of all sizes.

Upgrade your customer support today! Download Perfex CRM Chat & Tickets App for Support Board from wpshop.net to unify chat, ticketing, and CRM management—all backed by lifetime free updates.