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TrackChat - Inbox for Perfex CRM with AI Agents
Important: TrackChat is a module that runs inside Perfex CRM — not a standalone application. You need an existing install of Perfex — Powerful Open Source CRM t
Important: TrackChat is a module that runs inside Perfex CRM — not a standalone application. You need an existing install of Perfex — Powerful Open Source CRM to use it.
Stop Losing Leads Hidden in WhatsApp, Messenger and Instagram
Every day your sales team replies to WhatsApp messages, Messenger DMs and Instagram conversations from five different apps, none of them connected to your CRM. Deals slip through because there is no history, no attribution and no accountability. TrackChat fixes that.
TrackChat is an omnichannel inbox that lives inside Perfex CRM. Every inbound message from WhatsApp Business, Facebook Messenger, Instagram Direct, Telegram or your own website chat widget lands in a single unified inbox — with the full conversation thread, the linked Perfex Lead and every CRM action your team took, all in one place. 
Click-to-WhatsApp ads automatically spawn a Perfex Lead with lead_source = TrackChat the moment the first message arrives. Your reports finally show which channel and which campaign closed the most deals.
What’s Inside
Five Channels, One Inbox
- WhatsApp Cloud API — Embedded Signup, multi-number support, template sync for 24-hour window replies, WABA filtering per app
- Facebook Messenger — OAuth + Page subscription, automatic webhook registration
- Instagram Direct — dedicated Instagram Business Login app, full DM thread sync
- Telegram Bot — auto-registered webhooks via
@BotFathertoken - Web Chat Widget — drop-in
