Note: This is a module for Perfex CRM.

Bring staff’s mailboxes to Perfex!

Ever wanted a web-based client inside Perfex CRM’s admin area, to managing your mails from?

We got you covered! By using our module, you will be able to allow your staff members to send/receive/draft/organize e-mails of their IMAP accounts, inside their dashboard.

Cool, eh?

Mailbox module for Perfex – Latest Update

Latest version brings revolutionary enhancements to streamline your communication and customer management:
Now, effortlessly bridge the gap between emails and leads with our innovative “conversation” tab. Seamlessly store emails within the leads section, providing a comprehensive view of all interactions and correspondence in one centralized location.

But that’s not all – brace yourselves for unparalleled convenience as we unveil the ability to create support tickets directly from received or sent emails. Say goodbye to manual ticket creation and hello to efficient workflow automation! With these groundbreaking features, empowering your team to nurture leads and resolve support queries has never been easier.

Demo

Prerequisites:

- You need an IMAP account which can accept connections over SSL/TLS from a third party app (your Perfex installation). If you are running under a 2-way factor authenticator or oAuth type, you need to disable it. Elsewise, connections wont be accepted by your server.

- You need to have cronjob of Perfex set up correctly, as per instructions found here: https://help.perfexcrm.com/setup-cron-job/

- You wont be able to use IMAP functionalities under a POP account. Make sure that your account is an IMAP-based one.

- This module was made in order to be able to view/respond to all incoming emails, within Perfex. Sent emails from this module will be stored into its ‘Sent’ folder and will use Perfex’s outgoing email settings.

- Actions like Star/Trash/Important will affect your local inbox (Perfex) and they will be stored in the database, along with their attachments in the appropriate folder. This module has no control over your IMAP server – it is an one-way sync module that will fetch your unread Inbox mails.

- Our module uses staff member account’s email address for login to the IMAP server (every staff member can change his/her own email from his/her profile though) and parses emails in plain text mode, in order to avoid malicious code being executed inside your dashboard.

Support

It takes only a few seconds to be installed, activated and have a fully working Mailbox client Perfex.

If you have any questions, feel free to raise a support ticket at our support area.
Guys from support department will get back to you as soon as possible with a reply.

Version 2.0.3b

-Support for non-UTF8 sender names added

Version 2.0.3

-New Feature: Emails can now be assigned to Leads (Assign to Lead button)
-New Feature: "Conversation" tab in Leads view, that includes all assigned emails
-New Feature: Email conversations can now be converted to a Support Ticket

Version 2.0.2

-Read emails counter added

Version 2.0.1

-Support for single attachment forward (Inbox/Outbox) added

Version 2.0.0

-Compatibility fixes for Perfex core v3.0
-Minimum PHP version required: 7.4

Version 1.0m

-Ukranian language added - Contributor: Andrii Perevertun

Version 1.0l

-Changed default sorting to date received
-Trimmed body content in preview, to avoid overlapping of lines
-Removed name from reply addresses, which used issues in some SMTPs

Version 1.0k

-Fixed issue related to the signatures in >Perfex 2.7.0 installations
-Spanish language added - Contributor: Ariel Ramos

Version 1.0j

-Fixed issue which prevented draft emails from being deleted in some cases.
-Fixed search issue - datatables' data are now filtered properly
-Fixed mass delete redirection rule - you are now redirected back to the previous folder
-Fixed sort by date filter - you can now use it on every folder

Version 1.0i

-Added dependencies in order to support Perfex CRM 2.7.0 installations

Version 1.0h

-Support for signatures

Version 1.0g

-Support for attachments with spaces in their filenames

Version 1.0f

-Italian Language added

Version 1.0e

-Addressed issue of non redirecting back to inbox after marking a message as important

Version 1.0d

-Addressed issue of Compose button that was not visible under mobile view

Version 1.0c

-Aesthetic bugfixes (profile picture/wrapping of email body text)

Version 1.0b

-Resolved conflict that caused Inbox/Sent folder to list identical data

Version 1.0

-Initial version, fully compatible with the latest version of Perfex CRM