Email Template Manage Module For Perfex CRM
Updated on April 16th, 2024
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.
- Trigger Notifications: Set up custom triggers 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.
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!
Demo Link
Username : [email protected]
Password : 1234
Change LogsVersion 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.
email customer
email lead
email template manage
email timer
lead
mail trigger
module
perfex
perfex crm module
perfex email
send
template