Perfex CRM Chat

Perfex CRM Chat
Perfex CRM Chat




Perfex CRM Chat is a real-time experience plug-in for Perfex CRM built on PHP, JavaScript, and jQuery and uses the Pusher API for communication and collaboration between staff colleagues and clients The module uses web socket requests and not HTTP requests that slow down the server. Developed especially for Perfex CRM employees and customers so they can connect and chat with each other.



The best way to connect and engage with your staff colleagues and connected customers can offer direct communication, as well as build trust and increase staff loyalty. It offers options to create group chats, connect with customers, export conversations, delete conversations, and even create tickets for customer conversations.



Perfex CRM Chat Features

  • Chat full browser view
  • Chat toggled View
  • Chat staff permissions ( Chat Access )
  • Message Seen / Delivered / Seen at / Sent at
  • Clients area chat support
  • User @mentions



  • Chat statuses Online, Offline, Away, Busy
  • Live desktop push notifications
  • Quick Mentions (Projects, Invoices… etc)
  • Staff filters
  • Message forwarding
  • Delete and Copy message





  • Associated with Task
  • Audio messages on Staff and Clients side
  • Group chats
  • Group members control
  • Group shared items, files, and photos
  • Global announcements to Staff and Clients
  • HTML5 Live browser push notifications





  • 100+ emojis
  • Videos and mp3 live click preview (lightbox)
  • Files / Images upload
  • Shared files history
  • Shared photos history
  • Live search members
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  • Live search mutual messages
  • Date sent timestamps
  • New message notifications
  • Unread message notifications
  • Export conversation



  • Delete conversation
  • Convert conversation to support ticket
  • Multiple UI themes (can be applied separately for each user)
  • Toggled chat gradient and solid colors support (can be applied separately for each user)
  • Current online members indicator/staff and clients




  • Option to show only users with chat permission in chat view
  • Enable/disable clients area chat support
  • Permissions: Allow staff to create groups
  • Permissions: Allow staff to delete messages




  • Permissions: Allow staff to convert conversation to support tickets
  • Fully mobile responsive
  • All code and items are completely wrapped and ready that provides the client fast install/upgrade 60 seconds and start chatting
  • Smooth UI design and speed for better UX
  • Available languages: English, French, Portuguese, German, Spanish, Turkish, and Dutch