Reminder module for Perfex CRM

Reminder module for Perfex CRM

Author: zonvoirPrice: $30

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:-

19-08-21

Support Ticket added
Some minor bug fixed

10 thoughts on “Reminder module for Perfex CRM”

  1. Amazing work, I was desperately looking for a good reminder module which sends auto reminder like appointment reminders.

    Not for the reminder for invoice, proposal.. they are already inbuilt. Customer based custom reminder.
    For example:
    My customers want us to send reminders for the followings
    Visa expiry reminder before it expires and also notifies staff and admin via email – very important
    College fee payment reminder to customer and staff member.
    Any Other reminders we want.
    Important date reminder so that they can rely on it.
    I think you can integrate with it.
    Display the customer list with those section highlighted, Green if due date is more than a month, Yellow if less than a month and red if the due date is passed.
    Sometimes matter is related to customer/contact than project such as company renewal, company tax return reminders, Insurance expiry reminders, passport expiry reminder for customer contact (custom field), …. many more,

    Some of these features should be suitable for client portal too. There could be more features can be added.

    There is no any modules for such a common important filter and automatic email sending system in Code canyon. If you could integrate a module which does these function, I would love to pay twice more than this price.
    Please let me know.
    But for sure, I will buy this module to support you.

    Reply

  3. I purchased, I am the first one to purchase. Please update as per the request. I will be the first one to write a review.

    Reply

  5. Installation is done and it is working. Just to let you know the file you have uploaded contains one extra folder called “reminder”. Due this the module doesn’t appear in the installed module list. I had to go to Cpanel to move the files to the right section to be appeared. You just need to remove a reminder folder from Reminder-module-for-perfex-crmreminderreminder. I got my 400+ reminders inside the module. All past modules are there too. There is filter which is great but the table doesn’t show “is notified, ‘yes’, ‘no'”. I will give you complete feedback for the next update because I am using reminder a lot.

    Reply

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