Reminder module for Perfex CRM

This can be a module for
Perfex CRM

Demo: Click Here

Reminder module permits to ship reminders for following

  • Bill
  • Estimate
  • Proposal
  • Credit score Notes
  • Help
  • Customized Reminder
  • Customized Providers


  • Electronic mail Notifications
  • Sms Notifications with twilio
  • Reminders will probably be ship to workers and prospects
  • Customised electronic mail template
  • standing on reminder
  • Reminders feedback
  • Reminders Notes
  • Recurring Reminder
  • Export
  • Filter by: Yr, Buyer, Workers,This month, This Week, Recurring Reminders, embody Notified, buyer, Associated To, Added By.
  • Multi language


  • Twilio configuration is required for sending SMS
  • Cron job configuration is required for sending electronic mail and message

Create Customized companies

Step: Setup->Reminder settings->Reminder services-> Add New service

Allow Workers Reminder Set off SMS in setting

Step: Setup->Settings->SMS->Workers Reminder(part)->Click on on Obtainable merge fields hyperlinks and replica merge fields and paste textual content space then put it aside.

Customised your buyer electronic mail template

Step: Setup-> Electronic mail Templates >Buyer>Reminder->Customised your template as per wanted.

Change Log:-


    buyer electronic mail bug Fastened 


    Bugs Fastened 


Bug Fastened 
1- search the client particulars on Bill
2-Whole Quantity error.
3- Cron subject.

26-02-22 (V 1.0.4)

1- Customized Providers.    
2- Recurring Reminder.
3- Add new Filters.
4- Add Notes in Edit.
5- Bug mounted.

03-12-21 (V 1.0.3)

1- Customized Reminder.    
2- Workers view Personal Permission added.
3- Buyer Electronic mail templated added.
4- Eliminated routinely assigned reminder mounted.

25-10-21 (V 1.0.2)

1- Desk View modified.
2- Add Edit, View, Delete button added in desk.
3- From to Date vary filter added.
4- Notified/Pending standing added in desk.
5- Associated to filter added for Proposal, Estimate, bill, Credit score Notice, Help ticket.


1 minor bug mounted


Help Ticket added
Some minor bug mounted

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