WhatsApp module for Perfex CRM

In 2026, the WhatsApp module for Perfex CRM has become a cornerstone for businesses looking to centralize their customer communication. Because Perfex is open-source, several developers offer different types of modules ranging from simple "Click-to-Chat" buttons to advanced, fully automated "Cloud API" integrations.

🛠 Types of WhatsApp Modules for Perfex

1. WhatsApp Official Cloud API Modules (The Gold Standard)

These are the most advanced modules. They connect your CRM directly to Meta’s official Cloud API.

Two-Way Chat: Send and receive messages directly inside the Perfex CRM dashboard (no need to open WhatsApp).

Automated Notifications: Automatically send a WhatsApp message when:

A new Invoice is created.

An Estimate or Proposal is sent.

A Lead is assigned to a staff member.

A Support Ticket is replied to.

Template Mapping: You can map Perfex "Merge Fields" (like {customer_name} or {invoice_amount}) directly into WhatsApp templates.

2. WhatsApp "Click-to-Chat" Modules

This is a simpler, more affordable option (often priced around $30–$50).

Direct Button: Adds a WhatsApp icon next to customer phone numbers in the Admin and Client areas.

Manual Trigger: Clicking the button opens the WhatsApp Web or Mobile app with a pre-filled message (e.g., "Hello [Name], regarding your invoice #123...").

No API Required: Since it uses the standard WhatsApp link protocol, you don't need to pay for a Business API or undergo Meta verification.

3. "WhatsBot" / AI-Powered Modules

Emerging as a 2026 favorite, these modules integrate AI (GPT-4o or Gemini) into your WhatsApp flow.

Auto-Responder: The AI handles basic customer queries using data from your Perfex Knowledge Base.

Lead Capture: Automatically creates a new Lead in Perfex if a stranger messages your business number.

📊 Comparison of Popular Modules (2026)

Module Name

Best For

Key Feature

Provider

WhatsApp Cloud API Business

Enterprise / Scale

Official Meta API, Bulk Broadcasts

Themesic

WhatsBot

AI Automation

AI Chatbot + Lead Management

CodeCanyon

WhatsApp Chat Support

Small Teams

Simple Click-to-Chat for Staff/Clients

Various

Pabbly / Zapier

No-Code Users

Connects Perfex to WhatsApp via 3rd party

Pabbly / Zapier

⚠️ Important 2026 Requirements

If you choose an Official API module, you must have:

Meta Business Account: A verified business profile on Meta.

Phone Number: A clean number that isn't currently used for a personal WhatsApp account.

API Key: Generated from the Meta Developers portal (Cloud API).

💰 Pricing Estimates

Module Cost: Usually a one-time fee of $40 to $120 on marketplaces like CodeCanyon.

Messaging Cost: If using the Official API, Meta charges per "Conversation" (e.g., a 24-hour window). Usually, the first 1,000 service conversations per month are free.

Would you like me to help you find the specific Meta Cloud API setup guide for Perfex, or are you looking for a module that doesn't require the official Business API?