Table of Contents
- PixqSMS Manager for Perfex CRM
- Enjoying PixqSMS Manager?
- Module Installation in Perfex CRM
- Quick Start Setup Guide
- Automatic Event Triggers
- Supported SMS Gateways
- Bulk SMS & Campaign Management
- Merge Tags & Dynamic Variables
- Cron & Queue Processing Engine
- Troubleshooting & FAQ
- SMS shows as sent in CRM, but recipient did not receive it?
- How are phone numbers formatted?
- What is Test Mode?
- How does "Do not send email/SMS" checkbox work when recording a payment?
Enjoying PixqSMS Manager? #
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Documentation Sections #
Module Installation in Perfex CRM #
Installing PixqSMS Manager into your Perfex CRM instance takes less than a minute:
Step 1
Log in as Admin: Log in to your Perfex CRM Admin Panel using an administrator account.
Step 2
Navigate to Modules: Go to
Setup -> Modules
Step 3
Upload Module Zip: Click the “Upload Module” button at the top right of the module list.
Step 4
Select Package: Select the
wdr_generalsms.zip package from your computer and click “Install”
Step 5
Activate: Locate PixqSMS Manager in the modules table and click “Activate”.
Quick Start Setup Guide #
Follow these 3 essential steps to configure and launch PixqSMS Manager in your Perfex CRM instance.
1. Provider Setup #
Go to PixqSMS Manager -> Settings. Select your SMS provider preset (Vonage, Infobip, Textlocal, NetGSM, Custom Gateway, etc.) and enter credentials.
2. Enable Triggers #
Turn on automatic triggers for Invoices, Estimates, Payments, Tickets, Leads, Tasks, Client Welcome, and Daily Birthdays.
3. Test Connection #
Click the “Send Test SMS” button in settings to verify your API connection before broadcasting bulk campaigns.
Automatic Event Triggers #
PixqSMS Manager hooks into real-time Perfex CRM events and automatically sends SMS alerts based on system actions.
| Trigger Event | CRM Hook Condition | Recipient | Details |
|---|---|---|---|
| 📄 Invoice Created | New invoice generated | Client Primary Contact | Includes invoice ID, total amount due, and due date. |
| 📄 Estimate Created | Estimate generated & sent | Client / Lead | Notifies estimate reference ID and total quote. |
| 💳 Payment Received | Payment recorded in CRM | Client | Dispatches instant receipt confirmation & thank you note. (Skipped if “Do not send email/SMS” checkbox is selected). |
| 🎫 Ticket Opened | Support ticket submitted | Client | Sends ticket reference ID confirmation to customer. |
| 🎫 Ticket Replied | Staff answers ticket | Client | Alerts customer that support ticket was answered. |
| 🎯 Lead Created | New lead captured | Lead Contact | Sends automated welcome & confirmation SMS. |
| 🎯 Lead Assigned | Lead assigned to staff | Staff Member | Alerts assigned staff member’s mobile phone. (Skipped if staff assigns lead to themselves). |
| 📁 Project Started | New project created | Client | Notifies client that project has been initialized. (Synced with “Send project created email” checkbox on project form). |
| 📌 Task Assigned | Task assigned to staff | Staff Member | Sends task name and priority details to staff phone. |
| ✅ Task Completed | Task marked complete | Client | Informs client that project task is finished. |
| 👋 Client Welcome | New client registered | Client | Sends portal welcome SMS. |
| 🎂 Birthday Greetings | Daily cron run at 10:00 AM (CRM local time) | Contacts celebrating birthday | Queries Date Picker custom field in Setup -> Custom Fields and dispatches birthday greetings automatically at 10:00 AM local CRM time. |
Supported SMS Gateways #
Pre-configured API drivers for leading global and regional SMS providers worldwide.
| Provider | Region / Target | API Endpoint URL | Authentication |
|---|---|---|---|
| Vonage (Nexmo) | Global | https://rest.nexmo.com/sms/json |
API Key & Secret |
| Infobip | Europe / LatAm / Global | https://api.infobip.com/sms/2/text/advanced |
API Key (App Token) |
| Textlocal | UK / Europe / India | https://api.textlocal.in/send/ |
API Key |
| BulkSMS | Global / Africa | https://api.bulksms.com/v1/messages |
Basic Auth (Username / Token) |
| Termii | Africa / Nigeria | https://api.ng.termii.com/api/sms/send |
API Key |
| Unifonic (Mobilyws) | Middle East / Gulf / KSA | https://api.unifonic.com/rest/Messages/Send |
AppSid Token |
| Zenvia | Brazil / LatAm | https://api.zenvia.com/v2/channels/sms/messages |
X-API-TOKEN |
| GeneralSMS | Regional | https://api.generalsms.com/send |
Username & Password |
| NetGSM | Turkey | https://api.netgsm.com.tr/sms/send/get/ |
Usercode & Password |
| İletimerkezi | Turkey | https://api.iletimerkezi.com/v1/send-sms/json |
API Key & Hash |
| Vatan SMS | Turkey | https://api.vatansms.net/api/v1/1toN |
API ID & Key |
| Custom HTTP Gateway | Any SMS Provider | Custom Endpoint URL | Configurable GET / POST / JSON Mapping |
Bulk SMS & Campaign Management #
Broadcast SMS announcements to target customer segments or custom phone lists with real-time status monitoring.
Targeting Options #
- All Active Clients: Broadcasts to all active customers in your CRM database.
- Client Groups: Targets custom groups defined under
PixqSMS Manager -> Client Groups. - Custom Phone Numbers: Paste comma-separated phone numbers directly.
- CSV File Import: Upload custom list via
CSV Importmenu.
Campaign Lifecycle #
- scheduled Campaign created and queued for processing.
- sending Batches sending asynchronously via Cron job.
- completed All messages dispatched successfully.
Merge Tags & Dynamic Variables #
Use these variables in template text or campaign content. They are dynamically replaced during sending.
| Variable Tag | Description | Sample Value |
|---|---|---|
{contact_name} / {client_name} |
Contact Name / Company Name | John Doe / Acme Corp |
{company_name} / {company} |
Your CRM Company Name | My Business Ltd |
{contact_email} / {email} |
Contact Email Address | [email protected] |
{contact_phone} / {phone} |
Contact Phone Number | +15550001122 |
{invoice_number} |
Invoice ID Number | INV-000123 |
{invoice_total} |
Invoice Total Amount | $1,500.00 |
{invoice_duedate} |
Invoice Due Date | 2026-08-25 |
{estimate_number} |
Estimate ID Number | EST-000045 |
{project_name} |
Project Name | E-Commerce Development |
{task_name} |
Task Name | SEO Optimization |
{ticket_number} |
Support Ticket Reference ID | #10842 |
{staff_name} |
Assigned Staff Member Name | Michael Smith |
{current_date} |
Current Date | 2026-08-11 |
Cron & Queue Processing Engine #
PixqSMS Manager processes bulk campaigns in background batches to prevent server memory freezes.
Ensure Perfex CRM standard Cron Job is active on your Linux/cPanel server. Each cron run processes pending queue items automatically.
Standard Linux / cPanel Crontab Command:
* * * * * wget -q -O- https://your-domain.com/crm/cron/index >/dev/null 2>&1
Troubleshooting & FAQ #
#
Log into your SMS provider’s portal to verify account credit and Sender ID (Header). Unregistered Sender IDs or insufficient credit will cause provider rejections. Inspect
Cron Management -> Logs for exact gateway responses.
#
The module automatically sanitizes raw numbers by stripping spaces, parentheses, and dashes. Country codes are formatted cleanly before cURL execution.
#
When Test Mode is turned ON in settings, SMS requests are simulated without deducting gateway credits. Ensure Test Mode is OFF for live broadcasts.
#
When recording an invoice payment in Perfex CRM, checking the
"Do not send invoice payment recorded email/SMS" checkbox tells PixqSMS Manager to skip sending the payment confirmation SMS for that specific transaction.
