{"id":69608,"date":"2025-03-21T13:53:40","date_gmt":"2025-03-21T13:53:40","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2025\/03\/21\/marketing-automation-module-for-perfex-crm\/"},"modified":"2025-03-21T13:54:57","modified_gmt":"2025-03-21T13:54:57","slug":"marketing-automation-module-for-perfex-crm","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2025\/03\/21\/marketing-automation-module-for-perfex-crm\/","title":{"rendered":"Marketing Automation module for Perfex CRM"},"content":{"rendered":"<a href=\"https:\/\/go.fiverr.com\/visit\/?bta=1052423&nci=17043\" Target=\"_Top\"><img loading=\"lazy\" decoding=\"async\" border=\"0\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/fiverr.ck-cdn.com\/tn\/serve\/?cid=40081059\"  width=\"601\" height=\"201\"><\/a>\n<\/p>\n<p><a class=\"wp_automatic_demo_btn\" target=\"_blank\" href=\"https:\/\/1.envato.market\/c\/2840012\/950273\/4415?u=https%3A%2F%2Fcodecanyon.net%2Fitem%2Fmarketing-automation-module-for-perfex-crm%2Ffull_screen_preview%2F39897941\">LIVE PREVIEW<\/a><a class=\"wp_automatic_buy_btn\" target=\"_blank\" href=\"https:\/\/1.envato.market\/c\/2840012\/950273\/4415?u=https%3A%2F%2Fcodecanyon.net%2Fitem%2Fmarketing-automation-module-for-perfex-crm%2F39897941\">BUY FOR $65<\/a><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/previews.customer.envatousercontent.com\/files\/500714460\/Inline%20Preview.png\"><\/p>\n<p><strong>Notice:<\/strong> It is a <strong>module<\/strong> for <a href=\"https:\/\/codecanyon.net\/item\/perfex-powerful-open-source-crm\/14013737\">Perfex CRM<\/a>. Not a standalone script.<\/p>\n<h2 id=\"item-description__brief-description\">Temporary description<\/h2>\n<p><strong>Advertising and marketing Automation Module<\/strong> automates advertising actions or duties, streamlines advertising workflows, and measures the outcomes of selling campaigns. This module gives a central advertising database for all advertising data and interactions, serving to entrepreneurs create segmented, customized, and well timed advertising experiences for purchasers or prospects. This module present automation options throughout a number of points of selling together with electronic mail, social media, lead technology, unsolicited mail, digital promoting, and extra. <br \/>\nThis answer helps firms to promote and market higher by automating the advertising actions and offering a personalised advertising expertise throughout on-line and offline channels.\n<\/p>\n<p>\n    <a href=\"https:\/\/gtssolution.s3.amazonaws.com\/perfexmodules\/marketing_automation\/perfexcrm_marketing_automation_module_infographic_1.png\" rel=\"nofollow\"><img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/gtssolution.s3.amazonaws.com\/perfexmodules\/marketing_automation\/perfexcrm_marketing_automation_module_infographic_1.png\" alt=\"Marketing Automation for Perfex CRM\" \/><\/a><br \/>\n    <br \/>\n    <a href=\"https:\/\/gtssolution.s3.amazonaws.com\/perfexmodules\/marketing_automation\/perfexcrm_marketing_automation_module_infographic_2.png\" rel=\"nofollow\"><img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/gtssolution.s3.amazonaws.com\/perfexmodules\/marketing_automation\/perfexcrm_marketing_automation_module_infographic_2.png\" alt=\"Marketing Automation for Perfex CRM\" \/><\/a><br \/>\n    <br \/>\n    <a href=\"https:\/\/gtssolution.s3.amazonaws.com\/perfexmodules\/marketing_automation\/perfexcrm_marketing_automation_module_infographic_3.png\" rel=\"nofollow\"><img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/gtssolution.s3.amazonaws.com\/perfexmodules\/marketing_automation\/perfexcrm_marketing_automation_module_infographic_3.png\" alt=\"Marketing Automation for Perfex CRM\" \/><\/a><br \/>\n    <br \/>\n    <a href=\"https:\/\/gtssolution.s3.amazonaws.com\/perfexmodules\/marketing_automation\/perfexcrm_marketing_automation_module_infographic_4.png\" rel=\"nofollow\"><img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/gtssolution.s3.amazonaws.com\/perfexmodules\/marketing_automation\/perfexcrm_marketing_automation_module_infographic_4.png\" alt=\"Marketing Automation for Perfex CRM\" \/><\/a><br \/>\n    <br \/> <br \/>\n    <a href=\"https:\/\/www.youtube.com\/playlist?list=PLLA7Llr6RAN9tdMNqk3bLPKHZr7x0wH3r\" rel=\"nofollow\"><img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/gtssolution.s3.amazonaws.com\/youtube_gtssolution.png\" alt=\"youtube\" \/><\/a>\n<\/p>\n<h2 id=\"item-description__key-feature\">Module Options<\/h2>\n<\/p>\n<ol>\n<li><strong>Dashboard<\/strong>: Lead Stats, Kind Submissions, E mail Stats &#8230;<\/li>\n<li><strong>Segments Administration <\/strong><\/li>\n<li><strong>Property Administration <\/strong><\/li>\n<li><strong>Kinds Administration <\/strong><\/li>\n<li><strong>Marketing campaign Administration <\/strong><\/li>\n<li><strong>E mail Channel Administration <\/strong><\/li>\n<li><strong>SMS Channel Administration <\/strong><\/li>\n<li><strong>Level Administration <\/strong><\/li>\n<li><strong>Stage Administration <\/strong><\/li>\n<li><strong>Workflow Builder <\/strong><\/li>\n<li><strong>E mail Builder <\/strong><\/li>\n<li><strong>Experiences<\/strong>:\n<ul>\n<li>Marketing campaign report<\/li>\n<li>E mail channel report<\/li>\n<li>SMS channel report<\/li>\n<li>Asset report<\/li>\n<li>Kind report<\/li>\n<li>Lead and Level report<\/li>\n<\/ul>\n<\/li>\n<li><strong>Settings<\/strong>:\n<ul>\n<li>Class<\/li>\n<li>E mail Templates<\/li>\n<li>SMS Templates<\/li>\n<li>E mail Configuration<\/li>\n<li>E mail Sending Restrict<\/li>\n<li>Kind Customized CSS<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<h2 id=\"item-description__demo\">Demo<\/h2>\n<p><a href=\"https:\/\/perfexmodules.gtssolution.site\/licapi\/demo\" rel=\"nofollow\"><strong>Marketing Automation Demo<\/strong><\/a><\/p>\n<h2 id=\"item-description__set-up\">Set-up<\/h2>\n<p>Included documentation will allow you to add and activate the module inside Perfex CRM, if you&#8217;re not conscious on methods to do it.<\/p>\n<h2 id=\"item-description__support\">Assist<\/h2>\n<p>Our help group is all the time round to assist. Be at liberty to lift a help ticket.<br \/>Guys from help division will get again to you as quickly as attainable with a reply, guiding you thru any points.<\/p>\n<h2 id=\"item-description__changelog\">Changelog<\/h2>\n<p>Model 1.0.0 \/ 2022-09-24<\/p>\n<pre>\n    Preliminary model\n<\/pre>\n<p>Model 1.0.1 \/ 2024-06-03<\/p>\n<pre>\n    Leads might be categorized by Standing in Phase\n    Replace clients with View World and View Personal rights\n    Unsubscribe can change the content material\n    Ship emails and SMS within the lead's language\n    Create level actions that enable including factors by nation\n    Added a tab displaying participated campaigns and factors achieved within the lead element view\n    Added an motion so as to add factors when downloading information\n    Permits creating and operating campaigns for purchasers\n    Enable customized css for varieties\n    Repair bug that when the template is empty, SMS and electronic mail will fail\n<\/pre>\n<p>Model 1.0.2 \/ 2024-06-03<\/p>\n<pre>\n    Add customized CSS to the shape\n<\/pre>\n<p>Model 1.0.3 \/ 2024-06-03<\/p>\n<pre>\n    Add % statistics in marketing campaign particulars: % electronic mail click on price, % electronic mail open price, Common electronic mail open time.\n<\/pre>\n<p>Model 1.0.4 \/ 2024-06-03<\/p>\n<pre>\n    Repair the error of electronic mail templates shedding their design when switching to a brand new model\n<\/pre>\n<p>Model 1.0.5 \/ 2024-06-03<\/p>\n<pre>\n    Add an possibility in settings concerning the Telephone's required situation within the lead\n    Repair the error of clicking hyperlinks in emails\n    Repair the error of the submit kind being Web page expired\n<\/pre>\n<p>Model 1.0.6 \/ 2024-06-03<\/p>\n<pre>\n    Add the choice to activate or off the unsubscribe perform in emails\n    Replace the shopper checklist within the marketing campaign\n<\/pre>\n<p>Model 1.0.7 \/ 2024-06-03<\/p>\n<pre>\n    Added perform to restrict despatched emails\n    Add check marketing campaign perform\n    Replace the lead checklist within the marketing campaign\n<\/pre>\n<p>Model 1.0.8 \/ 2024-06-03<\/p>\n<pre>\n    Enable phase filtering by buyer\n    Replace extra actions within the marketing campaign to work together with clients\n    Repair error of being unable to avoid wasting the workflow\n    Repair error of not having the ability to ship an electronic mail\n    Repair the perform of calculating complete electronic mail open time within the marketing campaign element\n<\/pre>\n<p>Model 1.0.9 \/ 2024-06-03<\/p>\n<pre>\n    Permits filtering by customized fields within the phase\n    Add a affirmation possibility within the electronic mail. Permits seize of acceptance or rejection situations from clients.\n    Up to date some small interface modifications\n    Repair the error of not having the ability to view the workflow when the telephone is rotated horizontally.\n    Improve supply code to be appropriate with PHP 8.1.\n    Improve options to be appropriate with the newest model of Perfex CRM.\n<\/pre>\n<p>\n<iframe data-lazy=\"true\" data-src=\"https:\/\/www.fiverr.com\/gig_widgets?id=U2FsdGVkX18x7XQvttUTrv1oEqmGNGTgvvCUiUoJ\/AP4z\/UyMz8lXGOLpu15jIMxBbTR0gmD5uBoFvhC4KWeALQRp3h\/X\/AwcVD0K8Wj9H\/ZzYKzcCNHosB9oS4SCJJFWiN85P9ICAc4OgCoE\/wHKIY7CDkf2\/DQ1vqGvk4smVe5cRDEmrLPCWi4FC8p40VUhSmWQ5udCm0zoJtorgWv3vbDQw0kKYkwn39ozAnQXDe+YvWMxkLFWA+O3TFwkJvdkIK+\/AUSnRssPKt5WHY0FhNOxnSPcLslEL4G4\/RfP95ve99U+kRnDy3X+KtzdQLY+u935ghON\/o3UE4IMv9oN6JX9RnxzL\/LRcOgnHigxStSGPKsZYtnz8RWNVT\/rOLAibqiWJadC5MYHRbekF3eg6FOGrQGkXYbsn0+a5aovnlLCbLwIqY9fcS17UX8J235iQ6cdmHNbrPeS84CMm34RA==&affiliate_id=1052423&strip_google_tagmanager=true\" loading=\"lazy\" data-with-title=\"true\" class=\"fiverr_nga_frame\" frameborder=\"0\" height=\"350\" width=\"100%\" referrerpolicy=\"no-referrer-when-downgrade\" data-mode=\"random_gigs\" onload=\" var frame = this; var script = document.createElement('script'); script.addEventListener('load', function() { window.FW_SDK.register(frame); }); script.setAttribute('src', 'https:\/\/www.fiverr.com\/gig_widgets\/sdk'); document.body.appendChild(script); \" ><\/iframe>\n<br \/>\n<a href=\"https:\/\/1.envato.market\/c\/2840012\/950273\/4415?u=https%3A%2F%2Fcodecanyon.net%2Fitem%2Fmarketing-automation-module-for-perfex-crm%2F39897941\">Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>LIVE PREVIEWBUY FOR $65 Notice: It is a module for Perfex CRM. Not a standalone script. Temporary description Advertising and marketing Automation Module automates advertising&#8230;<\/p>\n","protected":false},"author":1,"featured_media":69609,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[70,1746,3392,216,3393,3161,3394,3162,221,222,223,3395,3396,3397,3398],"class_list":["post-69608","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-codes","tag-campaign","tag-email-builder","tag-email-channel","tag-erp","tag-form-submission","tag-lead-nurturing","tag-lead-scoring","tag-marketing-automation","tag-perfex","tag-perfex-crm","tag-perfex-modules","tag-point","tag-segmentation","tag-target-audience","tag-workflow-builder"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Marketing Automation module for Perfex CRM - mailinvest.blog<\/title>\n<meta name=\"description\" content=\"Technology is forever changing, and there are always new pieces of technology to replace obsolete ones. Tons of people enjoy reading tech blogs on a daily basis.mailinvest.blog tracks all the latest consumer technology breakthroughs and shows you what&#039;s new, what matters and how technology can enrich your life. mailinvest.blog also provides the information, tools, and advice that helps when deciding what to buy.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/mailinvest.blog\/index.php\/2025\/03\/21\/marketing-automation-module-for-perfex-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Marketing Automation module for Perfex CRM - mailinvest.blog\" \/>\n<meta property=\"og:description\" content=\"Technology is forever changing, and there are always new pieces of technology to replace obsolete ones. Tons of people enjoy reading tech blogs on a daily basis.mailinvest.blog tracks all the latest consumer technology breakthroughs and shows you what&#039;s new, what matters and how technology can enrich your life. mailinvest.blog also provides the information, tools, and advice that helps when deciding what to buy.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/mailinvest.blog\/index.php\/2025\/03\/21\/marketing-automation-module-for-perfex-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"mailinvest.blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/freelanceracademic\/\" \/>\n<meta property=\"article:published_time\" content=\"2025-03-21T13:53:40+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-21T13:54:57+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/mailinvest.blog\/wp-content\/uploads\/2025\/03\/1742565221_Inline20Preview.png\" \/>\n\t<meta property=\"og:image:width\" content=\"590\" \/>\n\t<meta property=\"og:image:height\" content=\"300\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"admin@mailinvest.blog\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin@mailinvest.blog\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/index.php\\\/2025\\\/03\\\/21\\\/marketing-automation-module-for-perfex-crm\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/index.php\\\/2025\\\/03\\\/21\\\/marketing-automation-module-for-perfex-crm\\\/\"},\"author\":{\"name\":\"admin@mailinvest.blog\",\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/#\\\/schema\\\/person\\\/012701c4c204d4e4ebd34f926cfd31a4\"},\"headline\":\"Marketing Automation module for Perfex CRM\",\"datePublished\":\"2025-03-21T13:53:40+00:00\",\"dateModified\":\"2025-03-21T13:54:57+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/index.php\\\/2025\\\/03\\\/21\\\/marketing-automation-module-for-perfex-crm\\\/\"},\"wordCount\":297,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/index.php\\\/2025\\\/03\\\/21\\\/marketing-automation-module-for-perfex-crm\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/mailinvest.blog\\\/wp-content\\\/uploads\\\/2025\\\/03\\\/1742565221_Inline20Preview.png\",\"keywords\":[\"campaign\",\"email builder\",\"email channel\",\"erp\",\"form submission\",\"lead nurturing\",\"lead scoring\",\"Marketing Automation\",\"perfex\",\"perfex crm\",\"perfex modules\",\"point\",\"segmentation\",\"target audience\",\"workflow builder\"],\"articleSection\":[\"Code's\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/mailinvest.blog\\\/index.php\\\/2025\\\/03\\\/21\\\/marketing-automation-module-for-perfex-crm\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/index.php\\\/2025\\\/03\\\/21\\\/marketing-automation-module-for-perfex-crm\\\/\",\"url\":\"https:\\\/\\\/mailinvest.blog\\\/index.php\\\/2025\\\/03\\\/21\\\/marketing-automation-module-for-perfex-crm\\\/\",\"name\":\"Marketing Automation module for Perfex CRM - mailinvest.blog\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/index.php\\\/2025\\\/03\\\/21\\\/marketing-automation-module-for-perfex-crm\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/index.php\\\/2025\\\/03\\\/21\\\/marketing-automation-module-for-perfex-crm\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/mailinvest.blog\\\/wp-content\\\/uploads\\\/2025\\\/03\\\/1742565221_Inline20Preview.png\",\"datePublished\":\"2025-03-21T13:53:40+00:00\",\"dateModified\":\"2025-03-21T13:54:57+00:00\",\"description\":\"Technology is forever changing, and there are always new pieces of technology to replace obsolete ones. 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