Description
⚡ Centralize Staff Emails Directly in Perfex
Ever wanted a web-based email client built right into Perfex CRM’s admin area to handle all your daily communications with your customers?
We’ve got you covered! With our powerful Mailbox module, your staff members can send, receive, draft, organize, and label emails from their own IMAP accounts – directly inside their Perfex dashboard.
Seamlessly convert emails into Tasks, Support Tickets, Leads, or even assign them to Customers as internal conversations – streamlining your workflow without switching tools.
✔️ Multi-account support every staff member has his/her own Inbox
✔️ Schedule emails to send later, right when it matters
✔️ Auto-replies to keep conversations going while you're away
✔️ Create & assign labels (tags) to stay organized
✔️ Localized interface for global teams
✔️ SSL/TLS secured IMAP support for peace of mind
✔️ OAuth2 authentication for Gmail and Outlook - no passwords needed
✔️ Enterprise-grade security with encrypted password storage
✔️ Per-staff IMAP configuration - each staff member can use their own email provider
✔️ Sync read status to email server - keep Gmail/Outlook in sync with Perfex
✔️ Gmail-style interface - familiar, compact webmail design
✔️ Email threading - collapsible conversation threads
✔️ Archive and Snooze - keep inbox organized
✔️ Email rules - automate email management
✔️ Assign emails to Customers/Tasks/Tickets/Leads for a great efficiency
It’s email – fully integrated into Perfex CRM, the project management tool you rely on – designed to simplify your team’s daily workflow. Cool, eh?
✉️ Online Documentation and Demo
↪️ Auto Replies & Email Templates
Streamline your customer communication with powerful auto-reply rules and custom email templates built right into Perfex CRM’s mailbox module. Automatically send personalized messages when leads, tickets or clients reach specific stages in your workflow, saving time and ensuring consistent follow-up every time.
⏰ Schedule Emails (Send Later)
Never miss the ideal send-time again: compose your emails now and schedule them to go out at the perfect moment. Whether you’re syncing with global teams or planning drip campaigns, “Send Later” ensures your messages hit inboxes when engagement is highest.
⬜️ Custom Email Tags (Labels)
Organize hundreds of conversations at a glance by applying color-coded tags and labels. Create, edit and filter by tags like “Important,” “Support,” or “VIP Lead” to segment your mailbox, prioritize responses and keep your inbox clutter-free for maximum productivity.
✏️ Assign Emails to Tasks
Convert any incoming email into a Perfex CRM task in seconds. With one click, assign it to your team, set deadlines and track progress – all without leaving your mailbox. Keep every to-do item linked directly to the original conversation for seamless project management.
⤵️ Convert Emails into Support Tickets
Transform customer inquiries into fully-featured support tickets inside Perfex CRM. Automatically tag, prioritize, and route emails to the right department, ensuring no request slips through the cracks and your support team stays fully aligned.
➡️ Link Emails to Leads
Seamlessly associate inbound messages with your sales pipeline by assigning emails directly to leads and opportunities. Track every conversation, set reminders, and build a complete history to close deals faster with context-rich communication.
☑️ Assign Emails to Customers
Never lose sight of client conversations. Link each email to existing customers or create new contacts on the fly. Access past interactions, invoices or project details instantly, delivering personalized service that builds trust and loyalty.
✍️ Contact Management & Autocomplete
Maintain a unified contact list with full CRM integration. Add, edit or merge contacts directly from the mailbox interface, complete with profiles, communication logs, and custom fields – keeping your address book always up to date and adding autocomplete functionality.
⚙️ Advanced Mailbox Organization
Keep your inbox tidy with nested folders, smart, live filtering and quick-move actions. Tag conversations by project, client or department, and access any tag in just one search – perfect for teams managing high volumes of email daily.
✒️ Rich Compose Experience
Craft professional emails with full WYSIWYG editing, file attachments, inline images and dynamic merge fields. Save time with reusable templates, signature management, and keyboard shortcuts – ensuring every message is polished and on-brand.
✔️ Mailbox Module for Perfex – Continuous Improvements
The Mailbox module has evolved significantly since its initial release, introducing powerful features that streamline communication and enhance customer relationship management within Perfex CRM.
From the introduction of the “Conversation” tab that links emails directly to leads, to the ability to create support tickets and tasks from emails, the module continues to grow with your operational needs in mind. Each update brings meaningful improvements designed to boost productivity, improve collaboration, and simplify email management.
Last Version introduces a comprehensive suite of powerful features that transform email management within Perfex CRM.
Experience a modern Gmail-style compact interface with email threading that groups conversations, a split-view preview pane for quick scanning, and advanced organization tools including Archive and Snooze features.
Automate email management with a powerful Rules System that filters and organizes emails based on custom conditions, while Advanced Search helps you find any email instantly using multiple criteria.
Enhanced security comes with OAuth2 authentication for Gmail and Outlook (no passwords needed), enterprise-grade password encryption, and per-staff IMAP configuration allowing each team member to use their own email provider.
The latest update adds per-staff read status sync, keeping your Gmail or Outlook inbox perfectly synchronized with Perfex – when you read an email in Perfex, it’s automatically marked as read on your email server.
Additional productivity features include multiple tags per email, density views for personalized layouts, column visibility controls, and a modern IMAP library with active maintenance.
This comprehensive update represents a major evolution in email management, combining powerful automation, modern security, and intuitive design to streamline your team’s daily workflow.
Stay tuned – more smart features are always on the horizon to help you manage your customer communications even more efficiently.
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