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Notice: It is a module for Perfex CRM.
Not a standalone script.

Demo Link

Template For Perfex

Introducing our groundbreaking E-mail Template Administration module for Perfex CRM, designed to revolutionize the best way you deal with electronic mail communications. With a number of highly effective options, this module empowers you to create customized templates for purchasers, leads, invoices, proposals, tasks, duties, contracts, and estimates, guaranteeing that your emails are tailor-made to go well with each event.

Key Options:

  • Customized Templates:

    Create personalised templates for varied entities resembling clients, leads, invoices, proposals, tasks, duties, contracts, and estimates.
  • Fast Mail Sending:

    Simply choose templates from buyer, lead, challenge, and different lists to ship emails swiftly.
  • Inbox:

    You may see and reply to e-mails despatched to the IMAP addresses you’ve gotten outlined.
  • E-mail Logs:

    View logs of emails despatched from buyer and lead particulars to trace communication historical past effortlessly.
  • Bulk E-mail Sending:

    Ship bulk emails to clients and leads, with the flexibility to schedule emails for future supply utilizing the timer characteristic.
  • Particular Mails:

    You may ship emails primarily based on dates in your workers and clients.

    You may schedule birthday greetings, work anniversary celebrations, and periodic reminders for any paperwork you want each 4 or 6 months by setting them up within the Particular Mails part.
  • Reminder Notifications:

    Arrange customized reminders primarily based on statuses and dates for entities like invoices, tasks, proposals, duties, contracts, and extra. For instance, obtain a reminder electronic mail to comply with up on unpaid invoices in the future earlier than the due date, or ship a notification 5 days earlier than a proposal’s expiration date.
  • Set off:

    You may set real-time triggers.
  • SMTP Settings:

    You may outline a number of SMTP and assign them to workers, permitting emails to be despatched via these SMTP
  • IMAP Settings:

    You may outline a number of IMAP and assign them to workers

With our E-mail Template Administration module, managing your electronic mail communications has by no means been simpler. Say goodbye to generic emails and hiya to personalised, environment friendly communication that leaves an enduring impression in your shoppers and leads.

Don’t miss out on the chance to streamline your electronic mail workflow and improve your CRM expertise. Get began with our E-mail Template Administration module right now!

Realtime set off that you should use actively

  • Bill Standing Modified

    Triggered when the bill standing modifications. You may outline a distinct electronic mail template for every bill standing.
  • Mission Standing Modified

    Triggered when the challenge standing modifications. You may outline a distinct electronic mail template for every challenge standing.
  • Process Standing Modified

    Triggered when the duty standing modifications. You may outline a distinct electronic mail template for every process standing.
  • Lead Standing Modified

    Triggered when the lead standing modifications. You may outline a distinct electronic mail template for every lead standing.

Demo Link

Username : demo@demo.com

Password : 1234

Change Logs

Model 1.2.8 / 2025-02-11 

    * Added lead TAG choice to the timed electronic mail sending part.

Model 1.2.7 / 2025-02-02 

    * A set off has been added for the duty guidelines completion standing.
    * Guidelines choices have been added to the duty merge fields.

Model 1.2.6 / 2024-12-19 

- 2 new setting added 
        * Add the workers identify to the "From" discipline of the e-mail.
        * Permit workers to see solely the emails they've despatched.
    
- Added workers merge discipline checklist to electronic mail templates for shoppers and leads

Model 1.2.5 / 2024-12-07 

- mailbox view modified

Model 1.2.4 / 2024-10-07 

- Code optimization. Bug fastened!

Model 1.2.3 / 2024-08-27 

- inbox part added.

Model 1.2.2 / 2024-07-19 

- Particular mail manu added. You can even outline particular emails for events like birthdays and anniversaries.

Model 1.2.1 / 2024-06-06 

- The outdated set off identify has been modified to reminder. Actual time set off added.

Model 1.1.6 / 2024-05-10 

- Added template creation possibility for Estimate requests.

Model 1.1.5 / 2024-05-06 

- Added the flexibility to outline totally different SMTPs for workers

Model 1.1.4 / 2024-04-13 

- Relation kind possibility added to electronic mail templates

Model 1.1.3 / 2024-03-10 

- E-mail log delete possibility added
- Code optimization

Model 1.1.2 / 2024-02-25 

- Added ship mail button to bill, tasks, process, proposal, estimate, contract lists

Model 1.1.1 / 2024-02-20 

- triggers created.

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