Perfex CRM Chat

Perfex CRM Chat Module: Elevate Real-Time Collaboration & Client Engagement

Note: This module is an add-on for Perfex CRM and requires at least version 3.0.0. Perfex CRM Chat is built using PHP, JavaScript, and jQuery and leverages the Pusher API for real-time communication. Unlike traditional chat systems, it uses WebSockets for a faster, more efficient experience, eliminating server slowdowns.

Key Features:

• Comprehensive Chat Views: Full browser view, toggled view, and staff-specific permissions.
• Rich Messaging Details: Message status indicators like Seen, Delivered, Sent at, and Seen at.
• Client Support: Dedicated chat support in the clients’ area with user @mentions.
• State Indicators: Online, Offline, Away, and Busy statuses.
• Notification System: Live desktop push notifications and alerts for new and unread messages.
• Enhanced Interactivity: Quick mentions for Projects, Invoices, etc., and message forwarding capabilities.

Specifically designed for Perfex CRM users, this module offers a seamless way to interact with staff colleagues and clients. Create group chats, engage directly with clients, and even transform client conversations into support tickets. The user-friendly interface is packed with features for an enriched user experience, from group controls to live search functionalities.

With Perfex CRM Chat, you’re not just enhancing communication; you’re building trust, fostering staff loyalty, and taking client interactions to the next level.

Demo

DEMO

[ Staff / Admin ]
Admin and Staff login at https://perfex-chat-module.idevalex.com/admin

[ Clients ]
Clients login at https://perfex-chat-module.idevalex.com/authentication/login

Users:
- Username: admin@test.com
- Username: staff1@test.com
- Username: staff2@test.com
- Password: 123123

Clients:
- Username: client@test.com
- Username: client1@test.com
-- Password: 123123

Quick Intro

• 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
• Associate with Task
• Audio messages on Staff and Clients side
• Group chats
• Group members control
• Group rename
• 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
• 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
• Purge conversation history
• Forward messages
• 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

Chat full view Dark Theme

Chat full view Light Theme

Clients area chat support (Option to disable)

Share links use +100 emojis, upload files

Create Chat Announcements and Chat Groups

Shared photos and files History

Live preview

Convert messages to ticket

Super simple and fast ticket conversion

Connect with your clients

Draggable / Toggleable chat with state remembered

Live search messages history

Permissions, Admin and Clients multiple Options

Small toggled Chat window

Chat with multiple members at once

Current available languages

• English
• German
• Dutch
• French
• Italian
• Ukrainian
• Spanish
• Turkish
• Portuguese Brazil

Anyone can contribute for languages if wants, just contact us via Envato support or at support@idevalex.com

This fully responsive chat module works well with any device, any browser. No coding needed! Just 1-3 minutes to install.

Other modules by i-Dev

• Perfex Appointments Module

• Perfex Office Theme

• Perfex Light Theme

• Perfex Dark Theme

• Custom JS Module

Change log
[ IMPORTANT: AFTER UPDATE CLEAR YOUR BROWSER CACHE ]

Change log – Version 1.5.0 updated 10.11.2022

• Fixed: Small minor fix in header statuses that breaks admin area in some servers because of various PHP versions and setup.

Change log – Version 1.4.9 updated 08.11.2022

• Fixed: Issues with PHP version on some users, admin area bug.

Change log – Version 1.4.8 updated 03.11.2022

Updated: Turkish language fully translated

Added: Support for PHP 8+

Compatibility: Updates and improvements to be compatible with Perfex CRM lastest version.

Improved: When group is renamed all users get notified (both small and full chat).

Improved: When user is added or removed from group gets notified (both small and full chat).

Bug fix: Perfex installation on subfolder, recording audio fix.

Bug fix: Notification fixes for live notification bug.

Bug fix: Clients search minor fix, was not working good before.

Bug fix: When you recieve message focus goes on the chat in small toggled view. This is now fixed you will get only notification and chat will show but no focus on the chat will trigger.

Bug fix: On toggled chat when image or file is deleted was not removed from the view.

Change log – Version 1.4.7 updated 17.07.2021

• Added: Turkish Language
• Added: Italian Language
• Added: Groups can now be created with spaces eg. Staff Meetings
• Added: Option to rename groups live sync on both sides
• Added: Possibility to add new lines in chat message box by pressing Shift + Enter
• Added: Option to delete conversations older than 3 months for Staff
• Added: Option to delete conversations older than 3 months for Clients
• Added: Option to delete conversations older than 3 months for Groups
• Added: Option to purge all conversations and uploads from the chat module
• Improved: New message indication added blink effect (Auto open chat on new message removed)
• Improved: Toggled small chat auto focus on new message removed
• Changed: Notification sound when new message arrives
• Fixed: Issue when forwarding image, the image is not forwarded.
• Fixed: Message for groups not shown on live desktop notifications.
• Fixed: Staff members sidebar auto scroll minor issue when switching between members.

Change log – Version 1.4.6 updated 20.05.2021

• Added: New Language Ukrainian (100% Translated)
• Fixed: Scroll up to load more clients side Seen at date was not shown
• Fixed: Inactive profile for customers was shown in chat view if customer was inactive
• Fixed: Audio and message width on mobile is too long in clients tab
• Improved: Live Global CRM Desktop notification Staff to Staff / Clients to Staff and vice versa (Not required chat to be
  active windows)
• Changed: Chat Live Desktop notifications feature

Change log – Version 1.4.5 updated 02.03.2021

• New: Added Dutch language
• New: Messages Seen/Delivered on staff and clients side and small toggled chat also added with sound notification for seen
• New: Added audio messages for staff and clients and vice versa
• New: Added for QuickMentions in Create Events button next to search bar
• New: Shortcut Ctrl + Shift + Q to quick open Quick Mentions
• New: Added new option Filter by All, Online, Offline and Unread
• New: Added new option to associate staff / client (Project) with task
• New: Added new Copy message
• New: Added new Forward message
• New: Added new option Clients Announcements
• New: Added new option to staff to delete client mesages (needs permissions)
• Improved: Shared files icon changed with more appropriate icon
• Improved: Exporting messages history escaped links and quickmentions and improved readibility
• Updated: Pusher JS library to latest version
• Updated: Chat new message sound notification
• Updated: When message Convert to Ticket is initiated now message is automatically selected
• Fixed: When conversation is deleted audio files between user are also removed.
• Fixed: Issue when someone is typing and other side receives message scroll is bouncing
• Fixed: Minor bug when new audio or file is uploaded html was shown in desktop notifications
• Fixed: Bug with groups tab when switching tabs and someone is typing
• Fixed: Clients was not able to send multiline messages, now possible
• Fixed: Bug where sometimes staff can see client in list if it is not customer admin for the same staff
• Fixed: Convert conversation to ticket multiline message minor bug
• Fixed: Audio if no microphone is found or plugged in on the device the user will get notified and the audio preview window will be automatically closed
• Fixed: Bug with clients – customer admin permissions
• Fixed: Last seen datetime minor bug
• Fixed: Before deleting conversation and exporting is confirmed sometimes messages were not exported
• Fixed: Alignment of profile picture and chat status icon for non-staff users in header bar
• Removed: is_deleted column from database, now deleted messages will not be shown because there is no need to slow the chat while loading.
• Removed: Tooltipser addon javascript files and css / replaced with new functionality
• Various: Code improvements, dependencies version updates and Minor CSS/JS Fixes

Change log – Version 1.4.3 updated 11.06.2020

• Added: New language Turkish.
• Added: New language Spanish.
• Improved: Audio component will be loaded and visible only over HTTPS.
• Fixed: Issue with subdomains bug on audio messages file not always loaded.
• Fixed: Audio message sidebar text is shown when there is no audio message (jQuery bug).

Change log – Version 1.4.2 updated 06.04.2020

• New: Audio Messages. From version 1.4.2 staff will be able to share audio messages with coworkers, files are extra small and file type used is .ogg
• Updated: Moves status change icon next to profile icon.
• Updated: RTL CSS minor CSS fixes.
• Updated: On Firefox browser on mobile pusher notification will have now full support.
• Fixed: Minor bug fixes on clients side.
• Fixed: @Mentions support on mobile devices.
• Fixed: Notification issue support on mobile devices.
• Fixed: Delete message issue on mobile devices.
• Fixed: Message text indentation when copy paste lined n text.

Change log – Version 1.4.1 updated 13.04.2020

• New: Added new feature user @mentions in chat groups,.
• New: Added new feature chat statuses, Online, Away, Busy, Offline
• New: Fully refactored mobile look.
• New: Clients mobile chat support, staff mobile chat support.
• Updated: Live notifications, sound notification will depend on user chat status.
• Improved: When over 4 chats are active in toggled chat, arrow is shown to navigate between multiple chat windows.
• Fixed: Groups notifications.
• Fixes: Various minor bug fixes.

Change log – Version 1.4.0 updated 08.02.2020

• New: User Chat module Permissions (Grant Access), staff permissions to access chat by default no permissions are granted
• New: Admins can choose if in chat view will be shown only staff members with chat permissions or all staff members
• New: Added option to convert chat conversation to support ticket.(Only 48 past hours messages can be converted)
• New: From clients area Clients on hover over staff will be able to see the staff position title.
• New: Added when viewing the chat screen as a staff member now clients have included title positions.
• New: Added when viewing the chat screen as a staff member now staff have included title positions.
• New: Added option to export chat conversations (CSV)
• New: Added option to delete chat conversation (option to export to CSV before deletion , available only for Admins)
• New: User roles will be shown in chat admin and clients area
• New: Online Contacts are shown in sidebar menu
• New: New messages notifications shown in sidebar menu with ability to click and redirect to clients
• Feature: When new ticket is created live notifications are send to corresponding Departments and its members
• Improved: Staff members and clients fetching and rendering speed.
• Improved: Improved notifications received and sent.
• Improved: Chat messages search ability.
• Improved: Improved date / time last message received or sent.
• Improved: Added new visual date / time middle stamps indicators in Staff, Clients and Groups
• Improved: UI, UX
• Fixed: Issue with client unread messages.
• Fixed: Languages missing labels.
• Misc: Minor code fixes JS/CSS.

Change log – Version 1.3.7 updated 13.11.2019

• Added: Load more customers button with condition 20 or more customers. (this option is users who have lots of clients and contacts)
• Added: Live Ajax search for clients.
• Added: Live Ajax messages search for staff and clients.
• Added: Option to toggle online contacts.
• Updated: Clients and staff new and unread notifications functionality updated and improved.
• Improved: Some images was not rendering(preview) correctly.
• Fixed: Issue with groups list and scroll on mobile.
• General: Minor CSS / JS fixes and improvements.

Change log – Version 1.3.6 updated 24.10.2019

• Minor bug fixes applied.

Change log – Version 1.3.5 updated 23.10.2019

• New Feature: Clients chat, now admins and staff will be able to interact with clients and backwards, added option to enable / disable clients feature.
• Improved: French language updated.
• General: Bug fixes and module improvements.
• New: Added CSS and JavaScript versioning.

Change log – Version 1.3.3 updated 09.09.2019

• Added new option: Admins can allow / disallow staff members to create groups
• Added new option: Sound notifications in full browser chat with option to enable / disable for each staff member
• Improved: Unread messages and notifications
• Improvements (CSS UI & UX Design / JavaScript / Some code refactored for better performance and speed)

Change log – Version 1.3.2 updated 04.09.2019

• Added new language: German
• Fixed:Gear icon fixed upon chat is in toggled circle view
• Fixed:During update database migration gap if no database updates, now working properly

Change log – Version 1.3.1 updated 01.09.2019

• Added new feature: Toggled small chat now can have gradient backgrounds applied.
• Added new language: French
• Removed: Group name validation, everyone should be able to create group with group name per their needs.
• Improvements: UI, UX Changes

Change log – Version 1.3.0 Major Update updated 27.08.2019

• Added new feature: GROUP CHAT (Admins have full privileges over all groups)
• Added new feature: Group chat Shared history files
• Added new feature: Group chat Messages history
• Added new feature: Group chat messages notification pointer
• Added new feature: Members can rejoin groups and all messages will be shown again, if group is deleted all data + shared items is deleted for all group members
• Added new language chat language: Brazilian Portuguese
• Added new feature: Desktop messages / group messages notifications, option to enable / disable this feature, option is disabled by default
• Changed: CSS Improvements
• Improved: Compatibility with Perfex Light Theme and Perfex Dark Theme
• Improved: Requests speed, loading speed
• Fixed: Main toggle chat was not showing in project -> milestones grid view

Change log – Version 1.2.6 updated 23.07.2019

• New: Announcements feature, now admins can send announcements message to all staff or selected staff members.
• New: Online members now show in sidebar menu when using the full browser chat window
• Improved: Messages loader now synchronized with messages
• Fix: RTL on mobile devices improved

Change log – Version 1.2.5 updated 11.07.2019

• New: Toggle chat to small chat circle for better buttons overview and user experience.
• Fixed: Minor fix with SQL limit and offset, when loading messages, now fixed and also improved loading speed.

Change log – Version 1.2.4 updated 07.07.2019

• New: RTL Support
• New: RTL Support also available with Perfex CRM Admin Light Theme

Change log – Version 1.2.3 updated 03.07.2019

• Minor fixes
• Improved: Upload file validation
• UX: Small css fixes

Change log – Version 1.2.2 updated 01.07.2019

• Added: New feature direct live preview for for YouTube, Vimeo and all types of videos, links, mp3, files, pdf..etc in main chat window.
• Added: When user come online notification also is shown in contacts sidebar.
• Changed: Small chat scrollbar styling.
• Changed: Small theme appearance and improved styling for better UX.
• Fixed: Added uploading indicator when uploading files.
• Adjusted: Chat settings permissions for employee members.
• Improved: Replaced light box .

Change log – Version 1.2.1 updated 16.06.2019

• Added new feature: Shared files/photos history.
• New shortcut: Ctrl + Alt + F > Toggle shared files side bar
• Added new theme: Dark Chat Theme. Every user will be able to choose default chat theme.
• Changed: Now small chat wont be shown on mobile because full browser chat now is mobile responsive
• Changed: Inactive staff members won’t be shown in chat unless activated again.
• Improved: Chat mobile height now show properly, also added more media queries for better UX
• Fixed: Unread messages bug when typing with online active contact.
• Fixed: Issue with messages popup in sidebar with online active contacts.

Change log – Version 1.2.0

• Added new feature: Browser full chat view
• Added new feature: Mobile browser responsive chat
• Added event feature: Internet connection tracking
• Added new feature: From small chat click navigate to member in full browser chat
• Added new feature: Connection online/offline tracking
• Changes: UI Changes and code refactor in window small chat view.
• Improved: Message history increased loading speed by 50%.
• UI: Browser full view chat added keyboard shortcuts: Ctrl+Alt+Z -> Scroll Down, Ctrl+Alt+S -> Search Contacts
• Fixed: Delete message button

Change log – Version 1.1.3

• Improved: Speed 50% faster loading chat and messages.
• Added new feature: Draggable main chat window.
• Added new feature: Opened chats positions will be remembered upon browser refresh.
• Added new feature: Option to delete own messages (Admins have full permissions).
• Added new feature: After main chat window is dragged, position is remembered after browser reload.
• Added new feature: Remembers if main chat window minimized or not after browser reload.
• Refactored: Removed Enable Pusher Chat from Pusher.com tab in Settings. Now option is located in Setting->Chat Settings tab. Added new option to enable/disable staff permissions to delete own messages.
• Changed UI: Chat styling.
• Fixed: First message sometimes appears twice.
• Fixed: Friend link was appearing light when chat color is set to brighter light color.
• Fixed: Word break not showing correctly.

Change log – Version 1.1.2

• Small fix, typo in code.

Change log – Version 1.1.1

• Refactored chat settings table.
• Added new feature Lightbox picture preview.
• Fixed emojis not loading properly.
• Fixed various CSS issues with Perfex CRM.
• Fixed message history scrolling and improved loading speed.

Change log – Version 1.1.0

• Added new feature emojis.
• Improved chat loading performance/speed.
• Fixed links not showing properly.