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Frequently Asked Questions – SMS Gateway Hub Module for Perfex CRM
What is SMS Gateway Hub Module for Perfex CRM?
The SMS Gateway Hub Module for Perfex CRM is an add-on that allows you to send and receive SMS messages directly from your Perfex CRM platform.
How does the SMS Gateway Hub Module work with Perfex CRM?
The module integrates with Perfex CRM to provide seamless communication with your customers and employees through SMS. It allows you to send automated SMS notifications, reminders, and alerts, as well as receive and respond to SMS messages from within the CRM platform.
What are the key features of the SMS Gateway Hub Module for Perfex CRM?
- Send and receive SMS messages
- Create and manage SMS templates
- Automate SMS notifications and reminders
- Track SMS delivery and responses
- Integrate SMS communication with CRM workflows
How do I set up the SMS Gateway Hub Module in Perfex CRM?
To set up the module, you’ll need to install and configure it within your Perfex CRM platform. Detailed installation and configuration instructions are provided with the module, along with technical support if needed.
Can I use the SMS Gateway Hub Module with any SMS service provider?
Yes, the module is designed to work with any SMS service provider that supports HTTP or HTTPS API integration. You can configure the module to work with your preferred SMS service provider by entering the appropriate API credentials and settings.
Is the SMS Gateway Hub Module compatible with the latest version of Perfex CRM?
Yes, the module is regularly updated to ensure compatibility with the latest version of Perfex CRM. You can check for updates and download the latest version of the module from the official Perfex CRM marketplace.
Note:This Module is for Perfex CRM
This module requires at least Perfex CRM Version – 2.9 and above. It is Compatible with Perfex 3.0 UI changes.
“SMS Gateway Hub (India)”, module is SMS Gateway for Indian users, to add new SMS Gateway in addition to default SMS gateways.
- You can purchase package of SMS gateway from SMS Gateway Hub
- This module provides you to send SMS update to your customer via Indian SMS Gateway – SMSGatewayhub.com
- You can check for available SMS gateways from SETUP -> Settings -> SMS.
- This SMS gateway is used for India which supports DLT Template Ids for each SMS triggers.
- New SMS Gateway called “SMSgatewayhub” to set triggers which will be sent automatically to clients, staffs etc.
- Supported for Indian users.
- Supports DLT Template Id as per Indian Govt. Rules.
All sms notification that can be triggered in Perfex CRM is available to use. Sms notifications added includes:
- Invoice Overdue Notice
- Invoice Payment Recorded
- Estimate Expiration Reminder
- Proposal Expiration Reminder
- New Comment on Proposal (to customer)
- New Comment on Proposal (to staff)
- New Comment on Contract (to customer)
- New Comment on Contract (to staff)
- Contract Expiration Reminder
- Staff Reminder
- Also for triggers which will be added by Perfex CRM in future
Also available more triggers and custom SMS send, you can check our another module Add-on SMS Manager which also supports this SMS Gateway, if purchased both the modules (Both modules are independent from each other).
It takes only a few seconds to be installed and activated. Documentation is included.
If you have any questions, feel free to raise a support ticket at our support area. Guys from support department will get back to you as soon as possible with a reply.
Keep in mind that absolutely no coding is needed! Just follow the instructions and be able to use “SMS Gateway Hub” module in minutes.
- Bug fixed.
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