Reminder module for Perfex CRM


Reminder module for Perfex CRM

This is a module for Perfex CRM

Demo: Click Here

Reminder module allows to send reminders for following

  • Invoice
  • Estimate
  • Proposal
  • Credit Notes
  • Support

Features:-

  • Email Notifications
  • Sms Notifications with twilio
  • Reminders will be send to staff and customers
  • Customised email template
  • status on reminder
  • Reminders comments
  • Export
  • Filter by: Year, Customer, Staff
  • Multi language

Note:-

  • Twilio configuration is required for sending SMS
  • Cron job configuration is required for sending email and message

Enable Staff Reminder Trigger SMS in setting

Step: Setup->Settings->SMS->Staff Reminder(section)->Click on Available merge fields links and copy merge fields and paste text area then save it.

Reminder module for Perfex CRM - 1

Change Log:-

25-08-21

1 minor bug fixed

19-08-21

Support Ticket added
Some minor bug fixed