🙌Mailbox module for Perfex CRM

The Mailbox module seamlessly integrates a full-featured webmail client directly into your Perfex CRM dashboard, enabling your team to manage their IMAP-based email accounts without leaving the CRM environment. This integration streamlines communication, enhances productivity, and centralizes client interactions for a more efficient workflow.

✨ Key Features

• Send & Receive Emails Directly in Perfex Manage all your email communications within the CRM dashboard.

• Organize Emails Efficiently Star, draft, and archive emails using intuitive filters, tags, actions and folders.

• Each Staff Member Has a Unique Inbox Secure and individual email environments for every team member.

• Create & Use Email Templates Save time with reusable templates for frequent communications.

• Attachments & Signatures Support Add files and signatures to your emails effortlessly.

• Automatic Send/Receive with Cron Ensure timely syncing of all messages via your CRM cron job.

• Convert Emails to Support Tickets Seamlessly turn client emails into actionable support tickets.

• Convert Emails to Assigned Tasks Create follow-ups or internal tasks directly from any message.

• Create & Assign Labels (Tags) Tag emails for better organization and team collaboration.

• Schedule Emails (Send Later) Draft now, send later—perfect for reaching clients at the right moment.

• Automate Replies (Auto-Reply) Set up intelligent autoresponders to maintain communication around the clock.

• Contact Book Easy management and autocomplete.

• Filter Everything Quickly locate specific emails, contacts, tags, tasks etc with powerful filter options.