Email Template Manage Module For Perfex CRM

Live Demo: Email Template Manage Module For Perfex CRM Live Demo

Email Template Manage Module For Perfex CRM is a powerful add-on designed to transform your email communication within Perfex CRM. This module empowers you to create custom email templates for various entities, ensuring your messages are always tailored and professional. From invoices and proposals to customer welcome emails and project updates, this module streamlines your workflow and elevates your client interactions.

Key Features

• Custom Templates: Craft personalized email templates for a wide range of scenarios, including customers, leads, invoices, proposals, projects, tasks, contracts, and estimates.

• Quick Mail Sending: Effortlessly select pre-designed templates from customer, lead, project, and other lists to send emails swiftly and efficiently.

• Inbox: View and respond to emails sent to the IMAP addresses you have configured within the module.

• Email Logs: Maintain a clear record of all emails sent from customer and lead details, providing a comprehensive history of your communication.

• Bulk Email Sending: Send targeted bulk emails to customers and leads, schedule emails for future delivery using the timer feature, and ensure timely communication.

• Special Mails: Send automated emails based on specific dates, such as birthday greetings, work anniversary celebrations, and periodic reminders for documents. Schedule these emails in advance for seamless follow-up.

• Reminder Notifications: Set up custom reminders based on statuses and dates for entities like invoices, projects, proposals, tasks, contracts, and more. Stay informed and proactive with timely notifications.

• Trigger: Utilize real-time triggers to automate email communication based on specific events within Perfex CRM.

• SMTP Settings: Configure multiple SMTP accounts and assign them to staff members, enabling flexible email sending options.

• IMAP Settings: Define multiple IMAP accounts and assign them to staff members for managing incoming emails efficiently.

Ideal Use Cases

The Email Template Manage Module is ideal for businesses of all sizes that rely heavily on email communication within their CRM system.

• Agencies: Send personalized proposals, project updates, and client welcome emails efficiently.
• E-commerce Businesses: Automate order confirmations, shipping notifications, and promotional emails.
• Service-Based Businesses: Send invoices, reminders, and follow-up emails to clients seamlessly.
• Small Businesses: Streamline communication with customers, leads, and team members.

Who Should Use This Product?

This module is perfect for Perfex CRM users who want to:

• Create professional, personalized email templates.
• Save time by using pre-designed templates for common scenarios.
• Track email communication history.
• Automate email reminders and notifications.
• Improve client communication and engagement.

Installation and Setup Guide

Installing and setting up this module is straightforward. Detailed instructions and support resources are available on our website.

Important Product Information

This module is compatible with the latest version of Perfex CRM.

Category: PHP Scripts

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

(Only For Membership Category Products !)

Benefits of our Membership Plans

• Instant access to all plugins and all themes including all future releases
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
• Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

• We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
• We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
• We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

• Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
• Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.