Hire Zap

💼 Centralize all your WhatsApp communication in Perfex CRM

The Contrate Zap is a complete WhatsApp integration module for Perfex CRM, developed for companies that want to manage all customer conversations on a professional and centralized platform.

✅ WHAT THE MODULE HAS (Implemented Features)

📨 Complete Conversation Management

Modern Interface Like WhatsApp Web

• Familiar and intuitive design similar to WhatsApp
• Resizable sidebar (drag to adjust width)
• Instant conversation search
• Advanced filters (unread, assigned, archived)
• Online/offline status visibility
• Visual indicators for unread messages

Real-Time Messaging

• Automatic synchronization
• Instant notifications for new messages
• Automatic updates without reloading the page

Smart Cache (WhatsApp-Style System)

• Persistent caching system
• Instant loading of conversations (< 2 seconds)
• Works offline with cached data
• Intelligent background synchronization
• Data and server resource savings

💬 Messaging Features

Multiple Media Types

• Formatted texts
• Images (JPG, PNG, GIF) - view and download
• Videos (MP4, WebM, OGG, AVI) - integrated HTML5 player
• Audios (MP3, OGG, M4A) - direct playback
• Documents (PDF, DOC, XLS, etc) - download
• Audio recording directly from the browser
• Emojis (full UTF-8 support)
• Lazy loading of media (optimized performance)

Messaging Functionalities

• Sending text messages
• Uploading and sending files
• Recording and sending audio
• Complete conversation history
• Message search
• Infinite scroll with pagination
• Detection of deleted messages
• Support for long messages (multiline)

👥 Contact Management

Total Integration with CRM

• Manual lead creation via interface
• Conversion to customers
• Automatic linking with chats
• Complete interaction history
• Synced contact information

Data Enrichment

• Automatic WhatsApp avatar
• Contact name detection (pushName)
• WhatsApp profile picture
• Formatted number
• Last message displayed
• Unread message counter

🎯 Assignment and Distribution

Assignment System

• Manual assignment to specific users
• Assignment by department
• Filter for assigned chats
• Assignment history
• Assignment notifications

🔔 Notification System

Automatic Invoice Notifications

• Automatic due date reminders
• Notifications for overdue invoices
• Configuration of sending times
• Automatic resend after X days
• Customizable templates
• Dynamic merge fields

🔧 Macros and Quick Replies

Macros System

• Creation of text shortcuts (e.g., \ola, \horario)
• Saved message templates
• Quick insertion with backslash \
• Library of ready-made responses
• Organization by categories
• Custom icons
• Descriptions and documentation

📅 Scheduled Messages

Scheduling System

• Schedule messages for specific date/time
• Queue of pending messages
• View scheduled messages
• Edit scheduled messages
• Cancel scheduling
• Status (pending, sent, failed)
• Execution logs

🔗 Integrations

Evolution API V2

• Stable and reliable connection
• Support for multiple WhatsApp instances
• QR Code for connection
• Session management
• Real-time webhooks
• 59 available endpoints
• Automatic detection of active instance

Perfex CRM

• Integration with Leads module
• Integration with Customers module
• Integration with Invoices module
• Native permissions system
• Integrated activity logs
• System notifications

📱 Interface and Usability

Responsive Design

• Adaptive layout
• Works on tablets
• Optimized for touch
• Optimized performance
• Smooth animations

🔒 Security

Implemented Protection

• CSRF protection on all endpoints
• Rate limiting (60 requests/minute)
• Permission validation on each action
• Input sanitization (XSS protection)
• Complete audit logs
• Secure session management
• File type validation
• Protection against SQL injection (Active Record)

⚙️ Settings

Complete Configuration Panel

• Multiple WhatsApp instances
• Evolution API gateway configuration
• Base server URL
• API Key
• Instance name
• Request timeout
• Notification settings
• Sending times
• Message templates

Instance Management

• Instance dashboard
• Connection status (online/offline)
• QR Code to connect
• Instance information
• Activate/deactivate instances
• Connection logs

🔮 ROADMAP (Future Features)

🤖 Advanced Automation

• ⏳ Automatic responses by keyword
• ⏳ Automatic welcome message
• ⏳ Out-of-hours response
• ⏳ Temporary absence message
• ⏳ Basic chatbot with flows
• ⏳ Automation rules by conditions

📊 Advanced Reports

• ⏳ Dashboard with graphs
• ⏳ Average response time
• ⏳ Conversion rate
• ⏳ Performance by agent
• ⏳ Peak times
• ⏳ Report export

🎯 Intelligent Distribution