rise-crm-whatsapp-plugin

RISE CRM WhatsApp Plugin for Task Reminders

Connect RISE CRM with WhatsApp API and send automatic task reminders, project updates, client alerts, and internal notifications directly from your CRM dashboard.

RISE CRM WhatsApp plugin settings page

Native RISE CRM WhatsApp Integration

This module plugs directly into the RISE CRM interface, allowing you to manage WhatsApp API settings, message templates, delivery logs, and notification rules without leaving your CRM dashboard.

  • ✔ Easy setup: Add your WhatsApp API credentials and start sending CRM notifications.
  • ✔ Message logs: Track task ID, status, recipient, delivery time, and notification history.
  • ✔ Built for RISE CRM: Designed for PHP and CodeIgniter-based RISE CRM installations.
Automated WhatsApp task reminders in RISE CRM

Automatic Task Reminders on WhatsApp

Help your team and clients stay on schedule. The integration checks RISE CRM tasks and sends personalized WhatsApp reminders to assigned users, clients, or selected recipients.

Reminder logic uses delivery timestamps such as sent_at to prevent duplicate messages and reduce unnecessary notifications.

  • ✔ Task alerts: Send reminders for due dates, upcoming deadlines, and important updates.
  • ✔ Project context: Include project names, client details, task titles, and direct CRM references.
  • ✔ Custom timing: Configure when reminders should be sent before or after a task deadline.

Why Add WhatsApp Notifications to RISE CRM?

Fast Team Response

WhatsApp notifications are usually seen faster than standard email reminders, helping users react to tasks and client requests on time.

Fewer Missed Deadlines

Automatic reminders help project managers, employees, and clients stay informed about important task activity.

Developer Friendly

Built for PHP and CodeIgniter environments, with support for CRM events, custom triggers, logs, and WhatsApp API workflows.

RISE CRM WhatsApp Plugin Features

  • WhatsApp task reminders for assigned users and clients
  • Project and task notification templates
  • Message delivery logs inside the CRM
  • Duplicate reminder protection
  • Support for custom event notifications
  • WhatsApp API credential management

Common Use Cases

  • Send WhatsApp reminders before task deadlines
  • Notify clients about project updates
  • Alert team members when a task is assigned
  • Send internal CRM activity notifications
  • Improve response time for support and project teams
  • Replace slow email-only reminders with mobile alerts

RISE CRM WhatsApp Integration FAQ

Does this plugin work inside RISE CRM?

Yes. The module is designed to work with RISE CRM and adds WhatsApp notification features directly to the CRM workflow.

Can it send task reminders automatically?

Yes. It can send automated WhatsApp reminders for tasks, deadlines, project updates, and selected CRM events.

Can I track sent messages?

Yes. The integration includes message logs so you can review recipients, statuses, related tasks, and delivery timestamps.

Is it built for PHP and CodeIgniter?

Yes. The module is built for PHP/CodeIgniter-based CRM environments, matching the RISE CRM technology stack.

Ready to automate RISE CRM with WhatsApp?

Add WhatsApp task reminders, project notifications, and client alerts to your RISE CRM workflow.

Buy RISE CRM WhatsApp Module