BulkSMS Suite for Perfex CRM

Documentation Sections

Quick Start Guide

Follow these 3 essential steps to configure and launch BulkSMS Suite in your Perfex CRM instance.

1. Provider Setup

Go to BulkSMS Suite -> 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

BulkSMS Suite 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 BulkSMS Suite -> Client Groups.
Custom Phone Numbers: Paste comma-separated phone numbers directly.
CSV File Import: Upload custom list via CSV Import menu.

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

BulkSMS Suite 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 BulkSMS Suite to skip sending the payment confirmation SMS for that specific transaction.