🚀 Overview

The Zender plugin for Perfex CRM brings seamless integration of SMS and WhatsApp messaging within your CRM system. This plugin enhances customer communication by allowing you to send automated and personalized messages to your clients directly from Perfex CRM, improving engagement and customer satisfaction. Whether you are sending alerts, reminders, or updates, Zender helps streamline communication for businesses of all sizes.

Target Users: Businesses, sales teams, customer service departments, and CRM administrators looking to optimize communication via SMS and WhatsApp within Perfex CRM.

✨ Key Features

• SMS Integration: Send SMS messages directly to clients from Perfex CRM for faster communication and better client engagement.
• WhatsApp Integration: Easily connect your WhatsApp account with Perfex CRM to send instant updates, alerts, and messages to your clients.
• Automated Messaging: Set up automated SMS and WhatsApp notifications for important events such as new invoices, appointments, or task updates.
• Personalized Messages: Personalize messages using CRM data such as client names, order details, and more for a more tailored experience.
• Message History: Keep a record of all sent messages within Perfex CRM for future reference and follow-up actions.
• Customizable Templates: Create and manage custom message templates for common communication tasks like reminders, confirmations, and promotions.
• Real-Time Notifications: Send real-time notifications via SMS and WhatsApp, ensuring immediate client interaction.
• Multiple Account Support: Support for multiple WhatsApp and SMS accounts, allowing businesses to manage communication across different departments or teams.
• Effortless Setup: Quick and easy installation process, with step-by-step instructions to get your SMS and WhatsApp integrations up and running in no time.

⚙️ Technical Stack

• Platform: Perfex CRM
• Languages: PHP, JavaScript, CSS
• API Integrations: Twilio (SMS), WhatsApp Business API
• Frameworks: CodeIgniter (Perfex CRM’s base framework)
• Database: MySQL
• Version Control: Git (recommended for version management)

🧩 Installation Guide

1. Download the Zender Plugin package from the marketplace.
2. Upload the plugin folder to the modules directory of your Perfex CRM installation.
3. Navigate to the “Modules” section in the Perfex CRM Admin Panel.
4. Activate the “Zender” plugin.
5. Configure the plugin settings to integrate your SMS and WhatsApp accounts.
6. Start sending automated and personalized messages directly from Perfex CRM.

📦 Deliverables

• Complete source code for the Zender Plugin.
• Installation and user guide for configuration and setup.
• Pre-built message templates for quick deployment.
• License files for GPL redistribution.

📱 Supported Platforms

• Perfex CRM: Version 2.0 and higher

🧠 Notes

• License: This plugin is licensed under the GPL License, allowing modification and redistribution with proper attribution.
• Customization Tips: Customize message templates, branding, and user interface as needed to match your company’s tone and branding.
• SEO Assurance: The Zender plugin optimizes client communication directly within the CRM, ensuring better engagement and increased customer retention, indirectly boosting your business’s SEO performance.

👨‍💻 Original Developer Credit

Developed by Your Developer and available for purchase on CodeCanyon.

🔒 Disclaimer

This plugin is distributed under the GPL License, allowing you to redistribute and modify the source code freely. Please ensure that proper credits are given to the original developers as per the license terms.