CRM Integration
The Mailbox module integrates directly with Perfex CRM's core features, allowing you to link emails to customers, leads, tickets, and tasks - all from within the email interface.
Assigning Emails to Customersโ
Link emails to specific customers to keep communication history organized.
Assigning Emails to Leadsโ
Turn emails into leads with one click to support your sales workflow.
Converting Emails to Ticketsโ
Create support tickets directly from emails to streamline customer service.
Converting Emails to Tasksโ
Assign emails as tasks to team members for follow-up or action.
