MailFlow – Marketing Campaigns For Customers & Leads Perfex CRM

Other Perfex Modules

NOTE: This is not a standalone module, the module requires Perfex CRM application installed, this is a module for Perfex CRM.

MailFlow is a feature-rich and advanced Campaign solution designed specifically for Perfex CRM. It enables businesses to effectively engage with leads and customers by creating and sending personalized email and SMS Campaigns. With its comprehensive set of features, advanced filters, and seamless integrations, MailFlow empowers businesses to optimize their Campaigns and enhance customer communication.

Lead and Customer Targeting: MailFlow provides advanced filters that allow you to precisely target your newsletters based on lead sources, assigned staff, country, groups, customer status etc.. This ensures that your newsletters reach the right audience, resulting in higher engagement and conversions.

Campaign Customization: You can personalize the email subject, content, and layout to create a unique and compelling message for your recipients. The module supports HTML content, allowing you to include rich media, images, and links.

SMS Campaigns with Twilio, Msg91 & Clickatell Integrations: In addition to email campaigns, we’ve introduced SMS Campaigns with seamless integrations to popular platforms like Twilio, Msg91, and Clickatell. You can now target your audience via SMS, ensuring even more ways to communicate effectively.

Scheduling Email & SMS Campaigns: MailFlow allows you to schedule both email and SMS campaigns. This enables you to set a precise date and time for your campaigns to be sent out, helping you reach your audience at the right moment.

Custom SMTP & Integrations with SendGrid, MailChimp, Mailgun, and Amazon SES: In addition to adding your own SMTP settings, MailFlow also integrates with popular email platforms such as SendGrid, MailChimp, Mailgun, and Amazon SES. This flexibility ensures that you can use your preferred email provider seamlessly.

Test Your Campaigns: We’ve added the option to test both email and SMS campaigns before sending them. This ensures that everything is set up perfectly before going live, saving time and avoiding potential issues.

Manage and Delete Scheduled Campaigns: A dedicated page lets you manage and delete scheduled campaigns. This makes it easy to stay in control of all upcoming email and SMS campaigns.

Campaign Templates: Our platform offers versatile Campaign Templates, empowering you to customize email subjects, content, and layouts effortlessly. Craft unique and compelling messages tailored to your audience. The module supports HTML content, allowing seamless integration of rich media, images, and links, enhancing your communication strategies.

GDPR-Friendly Unsubscribe: Ensure compliance and enhance user privacy with our GDPR-friendly unsubscribe feature. Empower your recipients to manage their preferences effortlessly. Emails sent through our platform include a user-friendly unsubscribe option, allowing recipients to opt-out with a single click. We prioritize data privacy, ensuring a seamless and transparent experience for both you and your audience.

Campaign History and Reporting: Keep track of your newsletter campaigns with reporting and analytics. Monitor the number of emails sent, emails failed, and overall campaign performance. This valuable data helps you measure the success of your newsletters and make informed decisions for future campaigns.

With the MailFlow module, Perfex CRM users can harness the power of targeted marketing, effectively reach their leads and customers via both email and SMS, and drive engagement and conversions. Unlock the potential of your CRM and take your Campaigns to the next level with MailFlow.

This module uses Perfex Queues if enabled on Perfex Settings to send emails.

Create Campaign

Manage & View Scheduled Campaigns

Manage Email Integrations

Create Email Integration

Manage SMS Integrations

Create Campaign Template

Manage Campaigns

View Campaign

Manage Unsubscribed Emails

MailFlow Menu

1. Login to Perfex CRM
2. Goto Module > Installed Addons
3. Select upload.zip
4. Click “install” button to complete the installation.
5. Done & Enjoy.

Version 1.2.0 – 15.09.2024

Added: SMS Campaigns
Added: Option To Schedule & Manage Scheduled Email & SMS Campaigns
Added: SMS Integrations with Twilio, MSG91 & Clickatell
Added: Custom Email SMTP Integrations
Added: Email Integrations with SendGrid, MailChimp, MailGun, Amazon SES
Added: Email & SMS Campaign Testing Before Executing
Fix: Reported Bugs
Fix: UI Enhancement

Version 1.1.0 – 27.10.2023

Added: Newsletter Templates
Added: Unsubscribe Option
Added: Emails Overview
Added: Custom Fields
Fix: Fixed reported bugs from clients

Version 1.0.0 – 09.07.2023

Initial version

Work illustrations by Storyset