🚀 Overview

The WhatsApp Cloud API Business Integration module enables seamless integration of WhatsApp messaging within Perfex CRM.
Businesses can automate client notifications, send invoices, reminders, and updates directly through WhatsApp, enhancing customer engagement and operational efficiency.

Inspired by real-world CRM communication needs, this module provides a robust solution for teams to interact with clients via one of the most widely used messaging platforms globally.

✨ Key Features

• Automated Messaging: Send WhatsApp messages for invoices, reminders, and notifications.
• Client Communication: Chat with clients directly from Perfex CRM interface.
• Template Messages: Use pre-approved WhatsApp Cloud API message templates for business compliance.
• CRM Event Triggers: Automate messages on events like new invoice creation, payment received, or project updates.
• Multi-Language Support: Communicate with clients in their preferred language.
• Analytics & Logs: Track message delivery, read receipts, and response statistics.
• Secure API Integration: Uses WhatsApp Cloud API with encrypted communication and access tokens.
• Admin Panel: Manage API credentials, messaging templates, and client mapping.
• Responsive Interface: Works on desktop, tablet, and mobile devices.

⚙️ Technical Stack

• Backend: PHP 7/8 with Laravel Framework
• Frontend: HTML5, CSS3, Bootstrap 5, JavaScript
• Database: MySQL / MariaDB
• API Integration: WhatsApp Cloud API for business messaging
• Server Requirements: Apache / Nginx with PHP extensions (pdo, curl, mbstring, openssl, json)
• Mobile Support: Fully responsive interface for client and admin panels

🧩 Installation Guide

1. Upload the WhatsApp Cloud API module files to your Perfex CRM installation directory.
2. Configure the module settings in Perfex CRM and add your WhatsApp Cloud API credentials.
3. Set up messaging templates in your Facebook Business Manager account if required.
4. Enable event triggers for invoices, projects, and client updates within the module settings.
5. Test message delivery, template usage, and CRM integration before going live.

📘 Full installation and configuration documentation is included.

📦 Deliverables

• ✅ WhatsApp Cloud API Business Integration Module (GPL Licensed)
• ✅ Admin Panel for API credentials, templates, and event triggers
• ✅ Pre-configured messaging templates
• ✅ Sample data and client mapping configuration
• ✅ Installation & Customization Documentation

📱 Supported Platforms

• Server OS: Linux, Windows, macOS (LAMP/LEMP compatible)
• Devices: Desktop, Tablet, Mobile (responsive)
• Browsers: Chrome, Firefox, Edge, Safari (latest versions)
• CRM: Perfex CRM latest version

🧠 Notes

• License: Distributed under the GNU General Public License (GPL) for educational and non-commercial purposes.
• Customization: Developers can extend event triggers, integrate additional APIs, or modify templates.
• Security: Use HTTPS, secure API tokens, and role-based access for safety.
• Marketing & Communication: Ideal for businesses looking to streamline client communication and notifications via WhatsApp.

👨‍💻 Original Developer Credit

Developed by CodeCanyon Author. This GPL version is shared for educational and open-source purposes, fully crediting the original developer.

🔒 Disclaimer

This software is not affiliated with or endorsed by the original developer or CodeCanyon.
Distributed under the GNU General Public License (GPL), allowing modification, study, and redistribution for educational and non-commercial purposes.
All trademarks, logos, and brand names remain the property of their respective owners.