Whereby Meetings Module for Perfex CRM

Note: This is a module designed for Perfex CRM. It is not a separate script.

Description

The Whereby Meetings Module for Perfex CRM allows you to schedule and manage video meetings directly inside your CRM using the powerful Whereby video conferencing platform. Create meetings, generate join links automatically, and allow staff or clients to join meetings with a single click without leaving Perfex CRM.

This module helps teams collaborate more efficiently by keeping all meeting management inside the CRM. Perfect for sales calls, client meetings, team collaboration, and remote support sessions.

Key Features:

• Create and schedule Whereby video meetings directly from Perfex CRM.
• Automatically generate secure Whereby meeting join URLs.
• One-click “Join Meeting” button inside the CRM dashboard.
• Manage all meetings in a clean and organized meeting list.
• Add meeting topic, description, time, and duration.
• Integrated Whereby API connection with simple setup.
• Optional custom Whereby subdomain support.
• Enable email notifications for meeting participants.
• Enable in-app notifications for staff members.
• Built-in API connection test button.
• Clean UI fully integrated with Perfex CRM interface.
• Lightweight module with fast performance.
• No modification of core Perfex CRM files.
• Compatible with the latest Perfex CRM versions.
• Quick installation and easy configuration.

Requirements:

• Perfex CRM (v3.2.x or higher).
• Whereby Embeded Account.
• Whereby API Key.