- Short Description
- Integrate Perfex CRM with WhatsApp for scalable customer conversations using Cloud API and WABA limits. Send personalized messages to customers & staff via Meta's cloud servers, tailored to your CRM functions. Simplify messaging without server hosting costs or complex scaling challenges. Need WhatsApp? Get a name, phone number, WBA account, and Business Manager. Learn more about rate limits here.
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).
The Cloud API allows you to implement WhatsApp Business APIs without the cost of hosting of your own servers and also allows you to more easily scale your business messaging.
In order to send messages using the WhatsApp Business Platform you will need a name to be displayed in the WhatsApp messages seen by customers, a phone number associated with your business account, a WhatsApp Business Account, and a Meta Business Manager. The current Business Use Case Rate Limits can be found here.
