Gado๐ง Introduction
In todayโs fast-paced digital world, WhatsApp marketing has become one of the most powerful tools for engaging with customers.
WhatsBot v4.0.0 takes this to the next level โ itโs a complete WhatsApp Marketing, Bot, Chat, and AI Personal Assistant module built exclusively for Perfex CRM.
This module transforms your Perfex CRM into an intelligent communication hub where you can manage bulk WhatsApp campaigns, automate responses with smart bots, chat with customers in real time, and even use AI to assist your team in daily tasks.
Whether youโre running a marketing agency, customer support team, or sales department, WhatsBot helps you save time, boost productivity, and increase conversions โ all from one integrated dashboard.
โ๏ธ Key Features
๐น 1. Bulk WhatsApp Campaigns
Send thousands of messages instantly using the official WhatsApp Cloud API.
Upload contact lists, personalize messages, and manage campaigns directly inside Perfex CRM.
๐น 2. Smart Bot & Automation
Create chatbot flows with an easy drag-and-drop builder.
Automate customer interactions, FAQs, and lead nurturing without any manual work.
๐น 3. AI Personal Assistant
Use built-in AI support to reply intelligently, generate responses, and analyze chat tone.
Perfect for teams that want speed and consistency in communication.
๐น 4. Real-Time Chat System
Chat with your clients directly from your CRM.
Assign conversations to staff, use canned replies, and keep a full chat history for reference.
๐น 5. Lead Management Integration
Every WhatsApp chat can automatically create or update leads in Perfex CRM.
No more manual entry โ the system tracks and syncs everything automatically.
๐น 6. Media & Template Support
Send text, images, videos, or documents with ease.
Use pre-approved message templates for faster campaign delivery.
๐ก Advanced Usage Tips
Combine with CRM Data: Segment your customers inside Perfex and send targeted WhatsApp campaigns.
Personalize Campaigns: Add variables like names or company info to your messages for higher engagement.
Schedule Smartly: Use the campaign scheduler to reach customers at optimal times.
Use AI Wisely: Let the assistant handle FAQs while your team focuses on high-value conversations.
Analyze & Improve: Review delivery rates and message responses to optimize your marketing strategy.
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