Introducing our groundbreaking Email Manager with AI Assistant module for Perfex CRM, designed to revolutionize the way you handle email communications. With a host of powerful features, this module empowers you to create custom templates for customers, leads, invoices, proposals, projects, tasks, contracts, and estimates, ensuring that your emails are tailored to suit every occasion.
Key Features:
- AI Email Groups & Smart Categorization:
Define custom email groups with names and descriptions. The AI assistant automatically reads incoming emails, categorizes them into the appropriate groups, and displays them via a handy dashboard widget for instant tracking. - AI-Powered Actions:
Boost productivity inside your Inbox with smart AI features. Generate automated email summaries and create smart replies instantly with the AI assistant. - Custom Templates:
Create personalized templates for various entities such as customers, leads, invoices, proposals, projects, tasks, contracts, and estimates. - Quick Mail Sending:
Easily select templates from customer, lead, project, and other lists to send emails swiftly. - Inbox:
You can see and reply to e-mails sent to the IMAP addresses you have defined, enhanced with smart AI options. - Email Logs:
View logs of emails sent from customer and lead details to track communication history effortlessly. - Bulk Email Sending:
Send bulk emails to customers and leads, with the ability to schedule emails for future delivery using the timer feature. - Special Mails:
You can send emails based on dates for your employees and customers.
You can schedule birthday greetings, work anniversary celebrations, and periodic reminders for any documents you need every 4 or 6 months by setting them up in the Special Mails section. - Reminder Notifications:
Set up custom reminders based on statuses and dates for entities like invoices, projects, proposals, tasks, contracts, and more. For example, receive a reminder email to follow up on unpaid invoices one day before the due date, or send a notification five days before a proposal’s expiration date. - Trigger:
You can set real-time triggers for status changes and entity updates. - SMTP Settings:
You can define multiple SMTP and assign them to staff, allowing emails to be sent through these SMTP. - IMAP Settings:
You can define multiple IMAP and assign them to staff.
