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Mailbox / Webmail 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 Featuresโ€‹

  • 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.

Module Installationโ€‹

Installing and activating your new module in Perfex CRM takes just a few seconds. Follow the step-by-step guide below to ensure a smooth setup process.

Need help?

Our support team is here for you! If you run into any problems, feel free to open a support ticket - we'll respond as soon as possible.

Before You Beginโ€‹

Make sure you have:

  • Access to the Admin area of your Perfex CRM installation.
  • The ZIP file you downloaded from CodeCanyon (do not extract it).
  • Your License Key, usually provided after purchase.

1. Login as Administratorโ€‹

Navigate to your Perfex CRM Admin area, then go to: Setup > Modules

2. Upload the Moduleโ€‹

  • Click the Upload Module button.
  • Select the ZIP file you downloaded from CodeCanyon.
  • Press Install.

Perfex CRM will automatically extract and place the module in the correct folder.

3. Activate the Moduleโ€‹

Once the upload is complete:

  • Locate the newly listed module.
  • Click Activate.

4. Enter Your License Keyโ€‹

After clicking Activate, you'll be prompted to enter your License Key.

info

This step verifies your purchase and enables full access to the module.

Once verified, you'll see a message confirming successful activation.

You're All Set!โ€‹

Your module is now ready to use. You can find it in the main navigation or follow the Configuration guide for setup instructions.

Need Help?โ€‹

If anything doesn't go as expected:

  • Double-check that your Perfex CRM version is compatible with the module.
  • Ensure your ZIP file is untouched (not extracted or renamed).
  • Reach out through the Support Ticketing Area - we're happy to assist!