Email Template Manage Module For Perfex CRM

Description

Note This is a module for Perfex CRM Not a standalone script Demo Link Introducing our groundbreaking Email Template Management module for Perfex CRM designed to revolutionize the way you handle email communications With a host of powerful features this module empowers you to create custom templates for customers leads invoices proposals projects tasks contracts and estimates ensuring that your emails are tailored to suit every occasion Key Features Custom Templates Create personalized templates for various entities such as customers leads invoices proposals projects tasks contracts and estimates Quick Mail Sending Easily select templates from customer lead project and other lists to send emails swiftly Inbox You can see and reply to e-mails sent to the IMAP addresses you have defined Email Logs View logs of emails sent from customer and lead details to track communication history effortlessly Bulk Email Sending Send bulk emails to customers and leads with the ability to schedule emails for future delivery using the timer feature Special Mails You can send emails based on dates for your employees and customers You can schedule birthday greetings work anniversary celebrations and periodic reminders for any documents you need every 4 or 6 months by setting them up in the Special Mails section Reminder Notifications Set up custom reminders based on statuses and dates for entities like invoices projects proposals tasks contracts and more For example receive a reminder email to follow up on unpaid invoices one day before the due date or send a notification five days before a proposal s expiration date Trigger You can set real-time triggers SMTP Settings You can define multiple SMTP and assign them to staff allowing emails to be sent through these SMTP IMAP Settings You can define multiple IMAP and assign them to staff With our Email Template Management module managing your email communications has never been easier Say goodbye to generic emails and hello to personalized efficient communication that leaves a lasting impression on your clients and leads Don t miss out on the opportunity to streamline your email workflow and enhance your CRM experience Get started with our Email Template Management module today Realtime trigger that you can use actively Invoice Status Changed Triggered when the invoice status changes You can define a different email template for each invoice status Project Status Changed Triggered when the project status changes You can define a different email template for each project status Task Status Changed Triggered when the task status changes You can define a different email template for each task status Lead Status Changed Triggered when the lead status changes You can define a different email template for each lead status Demo Link Username demo demo com Password 1234 Change Logs Version 1 2 3 2024-08-27 – inbox section added Version 1 2 2 2024-07-19 – Special mail manu added You can also define special emails for occasions like birthdays and anniversaries Version 1 2 1 2024-06-06 – The old trigger name has been changed to reminder Real time trigger added Version 1 1 6 2024-05-10 – Added template creation option for Estimate requests Version 1 1 5 2024-05-06 – Added the ability to define different SMTPs for staff Version 1 1 4 2024-04-13 – Relation type option added to email templates Version 1 1 3 2024-03-10 – Email log delete option added – Code optimization Version 1 1 2 2024-02-25 – Added send mail button to invoice projects task proposal estimate contract lists Version 1 1 1 2024-02-20 – triggers created