Notice:This Module is for Perfex CRM
Newest Model : 1.1.7
Temporary Description
“Add-on SMS Supervisor”, module may be use in Perfex CRM to Extends its default performance for sending SMS to purchasers.
- “ Add-on SMS Supervisor ” is utilizing, by default enabled SMS gateways, offered by Perfex CRM. You possibly can test for obtainable SMS gateways from SETUP -> Settings -> SMS.
- “ Add-on SMS Supervisor ” it is possible for you to to create new SMS triggers which might be despatched robotically for purchasers.
- Save Customized SMS Templates, to make use of in future.
- Admin or workers can ship guide a number of customized SMS at a time to Shoppers, Leads, Employees members.
- Admin or workers can ship scheduled a number of SMS at a time to Shoppers, Leads, Employees members.
- Use default Perfex CRM SMS Gateways, no must implement new SMS gateway
Preview
4. Set Scheduled SMS for Clients, Staff and Leads
DLT Template ID (India Solely) for MSG91 SMS Gateway Customers and Perfex Model 2.9 or larger
Added benefit:
- SMS triggers which might be despatched robotically to purchasers, when new Tasks, Duties, Invoices, Leads, Proposals, Assist tickets, credit score notes and many others are created. You possibly can Skip SMS for DRAFT standing additionally.
- SMS triggers which might be despatched robotically to purchasers, when any standing is up to date for Tasks, Duties, Invoices, Leads, Assist tickets and many others.
- Admin can choose the statuses for which he doesn’t wish to ship SMS concerning the standing modified in Tasks, Duties, Leads, Bill, Tickets.
- SMS triggers which might be despatched robotically to purchasers and workers, when standing of Proposal or Estimate is modified to Accepted/Declined by shopper.
- SMS triggers which might be despatched robotically to workers, when New Estimate Request Type is submitted, or standing of Estimate Request is modified.
- SMS triggers which might be despatched robotically to shopper’s contact, when new contact is added.
- Ship customized SMS to Shoppers, Leads and Staffs.
- Save SMS Templates for future use.
- Admin can create Customized SMS Templates which can be Globally utilized by workers additionally.
- Admin and workers can create Customized SMS and set for Scheduled Date to ship to Shoppers, Employees or Leads.
Record of All sms notification that may be triggered utilizing this module is contains:
- New Undertaking Created (to buyer)
- New Bill Created (to buyer)
- New Proposal Created or despatched (to buyer)
- New Estimate Created or despatched (to buyer)
- New Contract Created (to buyer)
- New Assist Ticket Created (to buyer)
- New Credit score Notice Created (to buyer)
- New Lead Created (to buyer)
- Undertaking Standing Modified (to buyer)
- Bill Standing Modified (to buyer)
- Lead Standing Modified (to buyer)
- Assist Ticket Standing Modified (to buyer)
- Assist Ticket Standing Modified (to workers)
- Assist Ticket Reply Added by Employees (to buyer)
- Assist Ticket Reply Added by Buyer (to workers)
- Proposal Accepted (to buyer)
- Proposal Declined (to buyer)
- Proposal Accepted (to workers)
- Proposal Declined (to workers)
- Estimate Accepted (to buyer)
- Estimate Declined (to buyer)
- Estimate Accepted (to workers)
- Estimate Declined (to workers)
- Shopper Contact Created (to buyer)
- New Assist Ticket Created (to workers)
- New Undertaking Created (to workers)
- Undertaking Standing Modified (to workers)
- New Lead Created (to workers)
- Lead Standing Modified (to workers)
- Job Created (to buyer)
- Job Standing Modified (to buyer)
- Job Created (to workers)
- Job Standing Modified (to workers)
- Job Assignee Add (to new assigned workers)
- New Estimate Request Type Submitted (to assigned workers)
- Estimate Request Standing Modified (to assigned workers)
This module is appropriate with new SMS Gateway (for India) , you possibly can test our one other module SMS Gateway Hub.
If you wish to ship computerized comply with up SMS to your Leads, you possibly can test our new module Lead Follow up Scheduler.
Documentation
It takes solely a number of seconds to be put in and activated. Documentation is included.
When you’ve got any questions, be happy to lift a help ticket at our help space. Guys from help division will get again to you as quickly as potential with a reply.
Remember the fact that completely no coding is required! Simply comply with the directions and be capable to use “Add-on SMS Supervisor” module in minutes.
Demo
View Demo
UserName : demo_sms@demo.com
Password: 12345678
Notice:
- Don't ship SMS from Demo, you'll not obtain any SMS, as a result of its solely Demo function. - That you must allow anyone SMS gateway given in Perfex, to make use of this module. - You possibly can ship a number of customized SMS at a time, however variety of SMS at a time, might be rely upon allowed by your SMS supplier or Server. - To ship Scheduled A number of SMS, Cron Jobs for Perfex CRM must be set in your Server.
Change Logs
Model 1.1.7
- Added extra SMS Triggers :
- Assist Ticket Standing Modified (to workers)
- Assist Ticket Reply Added by Employees (to buyer)
- Assist Ticket Reply Added by Buyer (to workers)
Model 1.1.6
- Small bug mounted.
Model 1.1.5
- Appropriate with Newest Perfex Model 3.2.1.
Model 1.1.4
- Modified Set off from "New Estimate Created" to "New Estimate Created or Despatched", So it could possibly set off when ship Estimate after saving as Draft.
- Modified Set off from "New Proposal Created" to "New Proposal Created or Despatched", So it could possibly set off when ship Proposal after saving as Draft.
- Added extra SMS Triggers :
- New Estimate Request Type Submitted (to workers)
- Estimate Request Standing Modified (to workers)
Model 1.1.3
- Date format situation solved.
Model 1.1.2
- Bug mounted.
Model 1.1.1
- Settings added to skip SMS for DRAFT Standing, when Bill, Proposal or Estimates are created.
Model 1.1.0
- Added extra SMS Triggers :
- Job Created (to buyer)
- Job Standing Modified (to buyer)
- Job Created (to workers)
- Job Standing Modified (to workers)
- Job Assignee Add (to new assigned workers)
Model 1.0.9
- Concern solved when exhibiting a part of textual content within the Desk of checklist of schedule SMS.
Model 1.0.8
- Added extra SMS Triggers :
- New Lead Created (to workers).
- Lead Standing Modified (to workers).
Model 1.0.7
- Added extra SMS Triggers :
- New Assist Ticket Created (to workers).
- New Undertaking Created (to workers).
- Undertaking Standing Modified (to workers).
Model 1.0.6
- Bug repair in schedule SMS.
Model 1.0.5
- New performance: Added schedule SMS for Shoppers, Leads, Staffs. - Added extra merge fields for Prospects, Leads and Staffs in Customized SMS. (If having points in loading Customized SMS merge fields, then attempt to clear the cache of the browser or Refresh the web page by SHIFT + F5)
Model 1.0.4
- Perfex CRM Model 3.0 UI compatibility situation solved. - Added performance: Admin can create Customized SMS Templates which can be globally obtainable for all workers.
Model 1.0.3
- Added extra SMS Triggers - When Proposal standing modified by shopper Settle for/Decline ship to shopper and workers. - When Estimate standing modified by shopper Settle for/Decline ship to shopper and workers. - When New Contact Created of the Shopper, welcome SMS.
Model 1.0.2
- Added DLT Template ID (India Solely) for every SMS Triggered by way of MSG91 SMS Gateway, which helps Perfex newest model 2.9
Model 1.0.1
- Small bug fixing associated to Perfex newest model
