Mailbox - Webmail Client & Email Automation Module for Perfex CRM 2.1.7

[hellmegadeth]

hellmegadeth submitted a new resource:

Mailbox - Webmail Client & Email Automation Module for Perfex CRM - Mailbox - Webmail Client & Email Automation Module for Perfex CRM

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 –...

Read more about this resource...

 

[kkumar75083]

VERSION 2.3.1 Released

NEW – Smart CRM Auto-Link – Incoming Mail Files Itself to the Right Customer or Lead
NEW – Sender Context Sidebar – Invoices, Balance, Tickets and History Beside Every Email
NEW – One-Click Estimate, Invoice and Proposal From Any Email
NEW – Rules Engine v2 – Link, Tag, Assign, Create Tasks and Tickets, Snooze and Capture Leads
NEW – Auto Lead Capture From Unknown Senders (Spam and Newsletter Safe)
NEW – Follow-Up Reminders – “Remind Me If They Do Not Reply”, Auto-Cancelled When They Do
NEW – First-Response SLA – Due-Soon and Overdue Badges So Nothing Slips
NEW – Saved Replies (Snippets) With Merge Tags – Personal or Shared With the Team
NEW – Lead Timeline Logging – Every Linked Email on the Lead’s Activity Feed
IMPROVED – Security-Hardened and Audited – Per-Owner Mail Access, Sanitised Content, Safe Attachments
IMPROVED – Faster Inbox and Instant Search on Large Mailboxes
IMPROVED – Leaner IMAP Sync – Less Bandwidth, No Duplicate Fetches
FIXED – Accurate Sent/Failed Status, Real Received Dates and Read State, Mailbox-Rebuild Recovery