Reminder module for Perfex CRM

Reminder Module for Perfex CRM is a practical and efficient extension designed to help businesses manage tasks, deadlines, and important events by setting automated reminders within the CRM system. It ensures that users never miss critical follow-ups, meetings, or project milestones.

With this module, users can create reminders for clients, leads, tasks, invoices, and other CRM activities. Reminders can be scheduled for specific dates and times, allowing timely notifications for upcoming actions.

The module supports multiple notification methods such as in-app alerts, email notifications, and optional integrations, ensuring users stay informed regardless of where they are. This helps improve productivity and keeps workflows organized.

Administrators and team members can assign reminders to themselves or other users, making it easy to coordinate responsibilities across teams. The system also allows recurring reminders for regular tasks or events.

The Reminder Module includes a centralized dashboard where users can view all upcoming, pending, and completed reminders. This provides a clear overview of tasks and helps prioritize daily activities effectively.

Built with clean and well-structured code, the module integrates seamlessly with Perfex CRM and maintains compatibility with existing features. It is easy to install, configure, and customize according to business needs.

Features:-

• Email Notifications
• Sms Notifications
• 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.
• Full language support

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

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

(Only For Membership Category Products !)

Benefits of our Membership Plans

• Instant access to all plugins and all themes including all future releases
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
• Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

• We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
• We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
• We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

• Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
• Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.