Description
TrackChat – One Omnichannel Inbox Inside Perfex CRM
TrackChat brings every customer conversation into Perfex CRM, so your team no longer has to switch between WhatsApp, Facebook Messenger, Instagram Direct, Telegram and a website chat widget. New messages arrive in a single, organised inbox, and each fresh conversation can automatically create a Perfex lead, complete with its channel and campaign source.
Five Channels, One Workspace
Connect WhatsApp Business through the Cloud API, link Messenger and Instagram pages, add a Telegram bot, and place a lightweight web chat widget on any landing page. Conversations stay searchable and filterable by status, assignment and label, while quick replies, private internal notes and assignment notifications keep follow-ups fast and consistent.
AI Agents That Answer Around the Clock
Built-in AI agents can greet customers, answer common questions and qualify interest at any hour, using your own OpenAI, Anthropic Claude or Google Gemini API key. Each agent can be configured with its own provider, model, system prompt and handoff rules, and it passes the conversation to a human as soon as it cannot help, so no lead is left waiting.
Made for Perfex CRM Workflows
From inside a conversation, your team can create tasks, events, estimates, proposals, invoices, projects, contracts and customers, and see every linked CRM record at a glance. A dashboard widget summarises open, pending and unread conversations, while reports track conversation volume, resolution time, channel performance and agent activity.
Secure, Practical and Easy to Onboard
TrackChat includes a guided three-step setup for Meta apps and webhooks, encrypted storage for API credentials, verified webhook signatures and role-based permissions for your team. It requires Perfex CRM 3.0.0 or higher, PHP 8.2 or higher, and an HTTPS-accessible server, with Meta and Telegram accounts needed for those channels.
Choose TrackChat for Perfex CRM if you want faster replies, fewer lost leads and a single inbox where sales, support and AI assistance work together.
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