Email Template Manage Module For Perfex CRM

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.
• 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.
• 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

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 1.2.1 / 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.