Reminder module for Perfex CRM 1.0.4 Download GPL

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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
  • Custom Reminder
  • Custom Services

Features:-

  • Email Notifications
  • Sms Notifications with twilio
  • Reminders will be send to staff and customers
  • Customised email template
  • status on reminder
  • Reminders comments
  • Reminders Notes
  • Recurring Reminder
  • Export
  • Filter by: Year, Customer, Staff,This month, This Week, Recurring Reminders, include Notified, customer, Related To, Added By.
  • Multi language

Note:-

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

Create Custom services

Step: Setup->Reminder settings->Reminder services-> Add New service

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

Customised your customer email template

Step: Setup-> Email Templates >Customer>Reminder->Customised your template as per needed.

Reminder module for Perfex CRM - 2 Reminder module for Perfex CRM - 3

 

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