Descrição
Note: This is a module for Perfex CRM.
Not a standalone script.
This module was developed to strengthen your communication with your customers and leads.
By creating email templates, you avoid the trouble of typing the same email over and over again.
You can also upload documents to templates
You can send these templates to your customers and leads at any time. You can define post-dated e-mail.
You can view sent e-mail records in customer and lead detail
This way, you keep your communication with your customers strong.
You can create custom triggers for yourself.
Create custom triggers and automate your work using the status and date fields for the records below.
– Invoice
– Project
– Task
– Proposal
– Estimate
– Contract
Username : demo@demo.com
Password : 1234
Change Logs
Version 1.1.1 / 2024-02-25
- Added send mail button to invoice, projects, task, proposal, estimate, contract lists
Version 1.1.0 / 2024-02-20
- triggers created.