The WhatsApp Business Platform Intergration module for Perfex CRM, gives medium to large businesses the ability to connect with customers at scale, using Cloud API and free messaging, under WhatsApp Business Account (WABA) limits. You can start conversations with customers, send customer notifications or infromation regarding actions that occur in your Perfex CRM (Invoice generation, Proposals etc – Please check the full action list below).

It simply offers your customers a level of personalized service and provide support in the channel that your customers prefer mostly to be reached on: WhatsApp!

With our module, you can send messages to customers and staff members of your Perfex CRM, using cloud-based servers owned by Meta to host the WhatsApp Business API client.
Messages can be triggered under your specific rules, created using a selected trigger point, out of the most common Perfex CRM’s functions (IE When a new Lead is created etc).