WhatsBot – WhatsApp Marketing, Bot, Chat & AI Personal Assistant Module for Perfex CRM

Description

WhatsBot – WhatsApp Marketing, Bot, Chat & AI Personal Assistant Module for Perfex CRM

WhatsBot – WhatsApp Marketing, Bot, Chat & AI Personal Assistant Module for Perfex CRM is a powerful and dynamic module crafted to extend the capabilities of Perfex CRM by integrating seamless WhatsApp communication. It empowers businesses to automate conversations, launch personalized marketing campaigns, and manage client interactions in real time directly from their CRM dashboard.

This module is designed to help you streamline support, boost engagement, and enhance client communication through automated bots and AI-assisted replies. Whether you’re managing leads, running marketing campaigns, or providing after-sales support, WhatsBot centralizes all your WhatsApp communications in one smart and efficient interface.

Why Choose Us

Maximize your CRM investment by integrating real-time WhatsApp messaging automation with AI-powered capabilities. This module reduces response time, improves customer experience, and helps businesses maintain meaningful interactions at scale—all within the familiar Perfex CRM environment.

Overview

WhatsBot is built for marketing teams, sales professionals, and support agents who rely on WhatsApp to communicate with customers. It includes smart automation, chat templates, AI personal assistant integration (such as GPT-based replies), and broadcast features for mass messaging. With its intuitive dashboard, it ensures easy monitoring of campaigns and client conversations.

WhatsApp Marketing Automation

Schedule and send bulk promotional messages, automate personalized greetings, or follow up on leads with ease. WhatsBot lets you create message flows that trigger based on user interaction, time, or CRM activity.

AI Chat Assistant & Smart Replies

Enhance your customer service with AI-powered personal assistants that understand and respond to queries using predefined logic or generative AI models. Great for reducing human workload and offering 24/7 intelligent responses.

Seamless Perfex CRM Integration

Designed exclusively for Perfex CRM, the module plugs into your existing system without the need for third-party tools. All data stays centralized, and your team can access communication history, campaign insights, and user profiles directly within the CRM.

Key Features

  • Two-way WhatsApp messaging integrated with Perfex CRM

  • WhatsApp broadcast/bulk message campaigns

  • AI Assistant with GPT integration for automated replies

  • Custom chatbot builder with rule-based triggers

  • Contact sync between WhatsApp and Perfex CRM

  • Conversation logs with filters and history

  • Multi-device support using WhatsApp Web API

  • Campaign scheduling and delivery reports

  • Smart templates and dynamic field mapping

  • GDPR-compliant message handling

  • Easy installation and clean UI

  • Detailed documentation and lifetime updates

WhatsBot is a must-have tool for any business using Perfex CRM and WhatsApp for client interaction. By combining automation, AI, and marketing tools into one intelligent module, it enables you to build stronger relationships, close more deals, and drive customer satisfaction through the world’s most popular messaging app

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