Discussion on Add-on SMS Manager Module for Perfex CRM

Discussion on Add-on SMS Manager Module for Perfex CRM

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sejalinfotech supports this item


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42 comments found.

Does this integrate with twilio?

Yes. If you set default SMS gateway as twilio, then it will send sms via twilio. Twilio SMS gateway is already available in perfex crm.


Tariq94 Purchased

hey can you update the code to add project trigger when its update or create ,

also the sms merge fields , for the custom fields, or the main fields of project like link , if you did that i will renew the license

Best regards

Its already Project Create and Update Trigger is there, it will send SMS to Client. Regarding Custom fields, its not there right now. Thanks

can you reset my liscense code ?

Kindly send us your purchase key via support.


incafra Purchased

Hi, why is there no option to send? New Support Ticket Created (to staff) and Project Status Changed (to staff)

Sir, All the available triggers are listed in our description of the module. Right now there are most of triggers for customers, but we will add more triggers soon. For any issue related to using the module, you can send us email via support. Thanks.


incafra Purchased

Thanks for the quick support. I await the update. In my opinion, notifications to staff are very important. Thank you

There is an existing section under Email Templates for Estimate Requests when an estimate form is completed. Do you have (or plan) for SMS triggers upon estimate request form submissions. That would be awesome!

Hello sir, Thank you for your suggestion. We will surely add if it will be applicable.

This module was in sale so why removed before sale end ? i want to buy in discount if you can than tell me ASAP. thank you

Hello Codecanyon SALE Extended. Are you planning to Extend your Offer ? if yes than will purchase. thank you

Sorry sir, In extended sale, only one item is having benefits from our portfolio. We have just applied for one item in extended sale.

Great thank you

Hi. Do you plan to add the possibility to send SMS to contacts, instead of customers? Thank you. Adrian

It is already sending to primary contact of customer.

whats if i want to send using a custom gateway

Hello Sir, If your custom SMS gateway is able to send SMS of default triggers created in Perfex CRM, Our module will also support it. You can use any SMS Gateway activated from Setup -> Settings -> SMS Thanks

NO I want to use a different provider apart from what is already there in perfex. likes hubtel or mnotify

This module support task notification on sms ? Task is a wide feature of perfex crm it is linked to every module like proposal, leads, contract, etc. So if i create new task or change the status of task notification goes to client via sms. Also assigend task notification goes to respected staff. Thanks

No sir, Right now Task created or status Change is not implemented, but it will be added in future updates. You can see list of triggers added in description. Thanks

okay you have in roadmap? my specific requirement is this only if avaialble will buy

Yes sir. You can buy once that feature is available, no issue.

Hi what would be the cost to add all triggers for projects and tasks for admin environment not clients

You can send your customization requirements at


drakus Purchased

great module, but it keeps sending sms msgs on invoice drafts when i have it set not to send for drafts.

From admin login, Setup ->settings -> Add-on SMS settings.


drakus Purchased

There is no setting like that, just send custom sms to customers contacts – send add on tirgger to clients number and elect statuses for which you do not want to trigger SMS, when status is changed – Exclude Project Status, Exclude Lead Status, ProcessingCustomer Exclude Ticket Status & Exclude Invoice Status (this still sends even if draft is selected.

That is the settings. SMS triggers are already added with default SMS triggers. You can send us query from support. Thanks

I have a problem Then I bought the Module and uploaded it to the system, but it never appeared!

Please update the plugin, it is missing icons on Perfex 3.0

Yes sir. Updation is on going, you will get notified once update is available. Thanks for contacting us.

hello can we send sms on lead status ? like call not pickup , call after sometime ,

You can set predefined trigger for lead status changed. When lead status will be changed, sms will be triggered. Thanks

Hello Please fix following issue,

“New Proposal Created (to customer)” This Trigger Work Perfex proposal “Save” and “save and send” both button.

Please disable “save” button trigger action

is it work only for “save and send button” and “Send Email” option

Sir, The trigger it self says ” New proposal creation”. That means when ever new proposal will be created, it will be triggered.

Yes, that’s right. I say turn it off to the “save” button. This is because in the next step, there will be some cases that need to be insert Templates and Images or changed from the editor tab. then after Final Proposal Send Email Action

can we send sms to client on task status change?

Thanks for replying. We have year long projects and the only trigger we use is task status change.Any ETA for this. I will buy the moment you have this trigger.

We have not yet implemented for Task status updates because, the thing is Tasks are generally for internal use and for staffs. Again, there may be possibility tasks are not directly related to the clients, it may be related to projects, proposals, invoices, Tickets etc.

Got your point. However, when we update a task, there is an email that is sent to customer, can’t that trigger be used to send sms too?

Can I use this module for this gateway which is in Bangladeshi gateway?

If you have a module of sms gateway of in perfex crm then, this module will work with this like twillio or mdg91. We do not own our sms gateway, we use sms gateways of perfex crm.

Thanks and regards Sejal Infotech

This option not available to send sms to staff with customer details and if select customer it’s stuck too slow after add this modules

Sir, Custom sms is to send sms to staff or customers. This does not depend on any customers if you send to staff. Hope you understand. When it stucks, kindly share us details on Thanks

DLT template ID option is not there still in template section.

Generally DLT template ID is used for MSG91 SMS gateway which is used in perfex crm. DLT Template Id is there in Template for MSG91, when you add or edit SMS templates.

Congratulations for the plugin, I checked on the internet that there is no plugin that performs SMS notification of calendar events.


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