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 1.2.6 / 2024-12-19

- 2 new setting added 
        * Add the staff name to the "From" field of the email.
         * Allow staff to see only the emails they have sent.
    

- Added staff merge field list to email templates for clients and leads 

Version 1.2.5 / 2024-12-07

- mailbox view changed 

Version 1.2.4 / 2024-10-07

- Code optimization. Bug fixed! 

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.