Custom SMS & Email Notifications module for Perfex CRM 2.3.2
Custom SMS & Email Notifications module for Perfex CRM automates outreach by sending messages to selected contacts via pre-created templates from an intuitive interface. Boost engagement with timely, personalized alerts in a seamless Wordpress plugin design that simplifies notifications and enhances conversion.
Description
The Custom SMS & Email Notifications module for Perfex CRM is a WordPress plugin that automates outreach by sending SMS and email messages to selected customers and leads.
From an intuitive module interface, you can choose pre-created message templates and deliver them to the phone numbers or email addresses stored in your Perfex CRM records.
This helps you keep communication timely and consistent, reducing manual follow-ups and supporting smoother engagement across your CRM workflow.
Main Features
- SMS notifications for Perfex contacts — Sends text messages to the selected customer or lead phone numbers.
- Email notifications from the same module — Delivers email alerts to the corresponding selected contacts.
- Template-based messaging — Uses your pre-created templates to send consistent message content.
- Select customers or leads — Choose which records should receive the notification before sending.
- Centralized notification interface — Manage outreach steps directly within the WordPress/Perfex admin experience.
- Automated dispatch — Streamlines outreach by sending notifications in a repeatable workflow.
- Reach multiple recipients at once — Sends the selected template to every contact included in your selection.
- CRM-aligned communication — Keeps messaging tied to Perfex CRM customer and lead data.
Benefits
- Quicker outreach — Reduces the time spent manually composing and sending messages.
- Higher engagement — Sends timely alerts that can prompt quicker responses from recipients.
- More consistent messaging — Template usage helps keep communication uniform across campaigns.
- Better follow-up flow — Improves operational clarity by running notifications from one module interface.
- Support for conversion goals — Timely, reliable contact increases the chances of turning leads into customers.
Who is it suitable for?
- Perfex CRM users managing customer and lead follow-ups
- Marketing teams running outreach and notification campaigns in WordPress
- Sales teams needing consistent, timely lead communication
- Agencies handling multiple client CRM processes
- Customer support workflows that trigger outreach to contacts in Perfex
