Marketing Automation module for Perfex CRM


Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Marketing Automation Module automates marketing actions or tasks, streamlines marketing workflows, and measures the outcomes of marketing campaigns. This module provides a central marketing database for all marketing information and interactions, helping marketers create segmented, personalized, and timely marketing experiences for customers or prospects. This module provide automation features across multiple aspects of marketing including email, social media, lead generation, direct mail, digital advertising, and more.
This solution helps companies to sell and market better by automating the marketing activities and providing a personalised marketing experience across online and offline channels.

Marketing Automation for Perfex CRM

Marketing Automation for Perfex CRM

Marketing Automation for Perfex CRM

Marketing Automation for Perfex CRM


Module Features

  1. Dashboard: Lead Stats, Form Submissions, Email Stats …
  2. Segments Management
  3. Assets Management
  4. Forms Management
  5. Campaign Management
  6. Email Channel Management
  7. SMS Channel Management
  8. Point Management
  9. Stage Management
  10. Workflow Builder
  11. Email Builder
  12. Reports:
    • Campaign report
    • Email channel report
    • SMS channel report
    • Asset report
    • Form report
    • Lead and Point report
  13. Settings:
    • Category
    • Email Templates
    • SMS Templates
    • Email Configuration
    • Email Sending Limit
    • Form Custom CSS


Marketing Automation Demo


Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.


Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.


Version 1.0.0 / 2022-09-24

    Initial version

Version 1.0.1 / 2024-06-03

    Leads can be classified by Status in Segment
    Update customers with View Global and View Own rights
    Unsubscribe can change the content
    Send emails and SMS in the lead's language
    Create point actions that allow adding points by country
    Added a tab displaying participated campaigns and points achieved in the lead detail view
    Added an action to add points when downloading files
    Allows creating and running campaigns for customers
    Allow custom css for forms
    Fix bug that when the template is empty, SMS and email will fail

Version 1.0.2 / 2024-06-03

    Add custom CSS to the form

Version 1.0.3 / 2024-06-03

    Add % statistics in campaign details: % email click rate, % email open rate, Average email open time.

Version 1.0.4 / 2024-06-03

    Fix the error of email templates losing their design when switching to a new version

Version 1.0.5 / 2024-06-03

    Add an option in settings about the Phone's required condition in the lead
    Fix the error of clicking links in emails
    Fix the error of the submit form being Page expired

Version 1.0.6 / 2024-06-03

    Add the option to turn on or off the unsubscribe function in emails
    Update the customer list in the campaign

Version 1.0.7 / 2024-06-03

    Added function to limit sent emails
    Add test campaign function
    Update the lead list in the campaign

Version 1.0.8 / 2024-06-03

    Allow segment filtering by customer
    Update more actions in the campaign to interact with customers
    Fix error of being unable to save the workflow
    Fix error of not being able to send an email
    Fix the function of calculating total email open time in the campaign detail

Version 1.0.9 / 2024-06-03

    Allows filtering by custom fields in the segment
    Add a confirmation option in the email. Allows capture of acceptance or rejection conditions from customers.
    Updated some small interface changes
    Fix the error of not being able to view the workflow when the phone is rotated horizontally.
    Upgrade source code to be compatible with PHP 8.1.
    Upgrade features to be compatible with the latest version of Perfex CRM.

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