Hi,
i'm using perfex crm (self hosted), i want to integrate whatsapp into the crm so i can receive & send whatsapp messages directly inside the crm.
So what i need is that:
Perfex crm have a section for leads, we need that on every lead there will be a WhatsApp button to start a chat, so we can chat with that lead individually and see all the messages history.
We also need an option for WhatsApp attachments, when a lead send images/files, we can easily move those attachments into the lead details (perfex crm have a section for attachments per lead)
Also, we need a new section at the main menu to see every WhatsApp conversation just like the actual app.
Attached images:
[login to view URL] image: we need a new tab named "whatsapp" at the main menu - when clicking on it we wiil see every conversation on our whatsapp (just like the real whatsapp view}
2. lead view: as we click on a lead details we want to create another tab also named "whatsapp" - inside that tab we will be able to whatsapp chat only & directly with that lead.
3. attachments image: we need an easier way to move attachments received from whatsapp to the "attachments tab" on the lead details.
4. all of this should be remain when the lead is convert to costumer.
max 3 days i need as i integarted recently twilio whastapp api on a magento site and i worked a lot on perfex crm too, so well versed at both skills and in around 3 days all work will be done
Hello,
I have great experience in perfex crm and have created many crm system using codeigniter and can do these points like whatsapp and twillio api integration and can fulfill your requirement .
Yes I looked given attached images of dashboard and lead views and can setup accordingly .
I can show my my crm based work I will give you backend access so you can check my work also .
These points will take time around 5-6 days .
I am waiting for your response .
Thanks,
Ankit