Telnyx SMS & Voice for Perfex CRM

Text and call customers from inside Perfex CRM, with every message and call logged on the customer record.

Perfex CRM 3.x · PHP 8.1+ Coming soon
Documentation Changelog

Stop switching between your phone, a texting app and the CRM. This module connects your Telnyx numbers to Perfex CRM so your team can send and receive texts, place calls and see the whole conversation history right on the customer, lead or ticket.

Inbound texts and missed calls appear in Perfex instantly, matched to the right contact by phone number. New numbers can create a lead automatically.

What's included

  • Two-way SMS/MMS threads on customers, contacts and leads
  • Click-to-call from any phone number in Perfex
  • Call logs with duration, direction and recordings
  • Auto-match inbound texts and calls to existing contacts
  • Create leads automatically from unknown numbers
  • Shared team inbox with unread counts
  • Message templates with merge fields
  • Invoice and appointment reminder texts
  • Opt-out (STOP) handling built in
  • Works with multiple Telnyx numbers

Requirements

  • Perfex CRM 3.0 or newer
  • PHP 8.1+ with cURL
  • A Telnyx account with at least one number
  • HTTPS on your Perfex install (for Telnyx webhooks)

Support plans

Standard

Included

  • Help installing & using the product
  • Bug fixes
  • Reply within 1–2 business days

Extended

+$29.00 / 12 months

  • Everything in Standard
  • 12 extra months of support
  • Upgrade help between versions

Priority

+$59.00 / 12 months

  • Everything in Extended
  • Front of the queue
  • Same-business-day replies (Mon–Fri, 8am–6pm ET)
  • Help with configuration & integrations