Mailbox Webmail based e-mail client module for Perfex CRM

Description

Mailbox – Webmail based e-mail client module for Perfex CRM

Note: This is a module for Perfex CRM.

Brief description

Ever wanted a web-based client inside Perfex CRM’s admin area, to managing your mails from?

We got you covered! By using our module, you will be able to allow your staff members to send/receive/draft/organize e-mails of their IMAP accounts, inside their dashboard.

Cool, eh?

Mailbox module for Perfex – Latest Update

Latest version brings revolutionary enhancements to streamline your communication and customer management:
Now, effortlessly bridge the gap between emails and leads with our innovative “conversation” tab. Seamlessly store emails within the leads section, providing a comprehensive view of all interactions and correspondence in one centralized location.

But that’s not all – brace yourselves for unparalleled convenience as we unveil the ability to create support tickets directly from received or sent emails. Say goodbye to manual ticket creation and hello to efficient workflow automation! With these groundbreaking features, empowering your team to nurture leads and resolve support queries has never been easier.

Demo

Prerequisites:

– You need an IMAP account which can accept connections over SSL/TLS from a third party app (your Perfex installation). If you are running under a 2-way factor authenticator or oAuth type, you need to disable it. Elsewise, connections wont be accepted by your server.

– You need to have cronjob of Perfex set up correctly, as per instructions found here: https://help.perfexcrm.com/setup-cron-job/

– You wont be able to use IMAP functionalities under a POP account. Make sure that your account is an IMAP-based one.

– This module was made in order to be able to view/respond to all incoming emails, within Perfex. Sent emails from this module will be stored into its ‘Sent’ folder and will use Perfex’s outgoing email settings.

– Actions like Star/Trash/Important will affect your local inbox (Perfex) and they will be stored in the database, along with their attachments in the appropriate folder. This module has no control over your IMAP server – it is an one-way sync module that will fetch your unread Inbox mails.

– Our module uses staff member account’s email address for login to the IMAP server (every staff member can change his/her own email from his/her profile though) and parses emails in plain text mode, in order to avoid malicious code being executed inside your dashboard.