515 comments found.
please Ticket #53338
Hello.
Support team will get back to you during business days and hours.
Seems to be no way to send emails to a lead or contact, meaning if I view a lead or contact I can then send an email this standard CRM stuff. Am I missing soemthing. Also what versions of perfex Crm can this support. Can it also support older and newer
All versions of Perfex CRM are supported – however, you are advised to always use the latest one.
You can send emails to contacts from your contacts book. And you can also assign emails to leads, customers, convert them to task etc.
I am looking at your demo now. I do not see a simple way to go to leads > View Lead then send email while you are viewing lead. Same for contacts. Seems you have created something outside or around the general locations for how outreach email is done with CRM. Please help me understand maybe I am missing something.
The Mailbox module is designed to provide connections and streamline email interactions, not to replace the standard lead or contact management workflow in Perfex CRM. Its main purpose is to assign emails to customers or leads, convert them into tasks, and maintain email history, making follow-ups easier.
Management of leads, contacts, and general outreach beyond these automated actions remains within the standard Perfex CRM interface. Essentially, our module enhances and organizes your email interactions, but day-to-day lead management is still handled by Perfex.
I hope this clarifies how the module integrates with the CRM.
We have noted the idea for a future update that would include various actions like the ones you described. However, these are not available in the current version, as the approach of this release focuses on facilitating and organizing email interactions, while lead and contact management remains within the core Perfex CRM tools.
Thanks, I appreciate the detailed response. Unfortunately, it appears Perfex doesn’t function as a true CRM out of the box. It’s a shame because it’s so powerful, yet it’s missing the basics. There’s no straightforward way to send a message to a lead from the lead page, and the same problem exists for contacts. CRMs are built for outreach and follow-ups, and if you can’t communicate at the lead or contact level, the foundation just isn’t there.
Your inbox and added email functionalities are great, so I was surprised these core issues haven’t been addressed. From what I’ve seen, it looks like no one is fixing the essentials, and instead they keep adding more complex features. The proposals and other tools are powerful, but they seem designed for companies with thousands of existing clients, not for growth-focused businesses that need solid outreach and follow-up workflows.
Thank you so much for taking the time to provide such detailed feedback. We truly appreciate your insights, and it’s exactly this kind of input that helps us understand the real needs of users.
If you’re willing, we’d love to hear more about your specific use-case and the features you feel are essential. You can send us a private message through the contact form on our profile with your requirements. Our development team will review them and may potentially add them to the backlog for future implementation.
We really value your perspective and hope to continue improving the product to better support growth-focused businesses like yours.
It looks like you already have most of what’s needed. You have the inbox, which I’m assuming works on a per-staff or team basis. The main missing piece seems to be an email icon that lets you open a proper email composer directly from a lead or contact. From there, you’d be able to write your message, format it, or choose a template.
That’s essentially all that’s required, along with the ability to do this for both leads and contacts so users can prospect effectively. When viewing a lead or contact, it would help to see whether the email was opened, along with the activity timeline. You should also be able to click into the latest email to reply or continue the conversation. I’m assuming much of this functionality already exists within your inbox. The next part would be have ability to mark for a followup date and time for future followups of prospects or contacts.
We fully understand your point, and you described the workflow very clearly. What you are asking for is indeed something that ideally belongs in the core Perfex CRM experience, since it touches deeper areas of lead and contact management. Because of that, we have to be careful not to interfere with or override core logic.
That said, we will explore what is realistically possible on our side. We will do our best to bring some of these actions into a future version of the module, as long as they can be implemented safely and without risking core stability. Your suggestions are genuinely useful, they just require a cautious approach.
Is this full scripts or addon? Can I use this with hostinger, please? Thank you.
Yes you can. It is a module for Perfex CRM
Why the emails from our server IMAP are not sync in this product?
They shall be synced without issues. Please raise a support ticket within support area so our engineers can help you with your local issue.
Can I send a mass email to all people in a specified department? If yes, how should I do it?
You can cc and bcc unlimited email addresses.
The method you mentioned is no different from an ordinary email system and is very inefficient to operate. The employee department emails are already in the Prefex CRM database and should be directly accessible.
Starting from the last version of Mailbox, you can now use Contacts aswell! Please check the online demo.
This does not solve the problem of how to efficiently send emails between employees and departments within an enterprise.
Internal communication is on our to-dos, buts its not something implemented yet.
I am ready to purchase this module, but would like to confirm if this can be used with Office 365 accounts? I can allow users to connect via IMAP, but would be curious how the mandatory 2FA is being handled by Mailbox? thanks
You’ll need to create an app password – the same way Google services work.
Great, thanks. I suppose you will provide documentation on how to do this after purchase?
Documentation of our item is included – however, configuration of your email provider is something that you need to take care of, according to their own steps. Here’s what a quick Google Search showed: https://learn.microsoft.com/en-us/answers/questions/5350268/create-app-password-for-smtp-settings-under-send-m
There are dozens of email providers out there and most of them have different setups.
Our team will always be around to help though 
Thank you. I am following the M365 documentation but from what I can see, there are a lot of challenges with MFA and Helpdesk systems, hence would like to make sure your module does work with M365 before I buy. Fully understand that configuration is to be done on my end, but pretty sure I am not the first one wanting to make M365 work. Thanks 
It might be better to reach an M365 representative about this.
I am using the module https://codecanyon.net/item/perfex-crm-saas-module-transform-your-perfex-crm-into-a-powerful-multitenancy-solution/46070331, but on my clients’ instances, the module does not appear in the menu. Do I need to purchase a special licence, or can you fix the bug?
Thats not a bug – things are supposed to be working fine, if the proper license is used. Please raise a support ticket within the support portal, so our engineers can check it for you.
My emails are not syncing, I have raised a ticket please can you check it
Hello.
Support team will check that and get back to you asap.
Can you please check I have send all details. still the issue is not solved
Hi.
In case there was something missing and now you provided that aswell, support team will provide a response at your ticket soon.
Hello Can you please check with the support team, its still no reply from their side. thank you in advance
All tickets do receive replies within the timeframe of item’s support policy. Please bare with the team for a reply.
hello, I just received the message from support and they mention all works fine. i have replied with the error directly, Please dont let me wait for another 24 hour so i get another reply the issue is not solved yet
I just checked things with the support team and I was able to confirm that you reported a different misconfiguration issue than the initial one that is solved.
Please bare with the team for a reply under business days/hours and according to this item’s turnaround time.
Thank you for the understanding.
please let me know when the issue solved just one thing im on pc so if they reply i will reply directly with issue solved or not so we can solve it today and don’t have to wait for 2nd message in 24 hours. Thank you
Support team will notify you about support related things. Its sales here.
Hello,
Early I was using this extension on my this subdomain like crm.mycompanysite.com but now we want to use app.mycompanysite.com this is just an example. so I want to change my old url to new url, please guide me how to change this, you have any your support panel where I can update the my old url to new? then send me link, because when we trying to update then its asking me license key and that not working on new url?
Please guide. thanks!
Hi.
You can use our licensing flush tool, found inside the support portal area, to validate your license for the new URL.
Hi! was testing your demo and assigned an email to a lead. When I open the Lead modal window, go to the mail tab and click that email, I can only see the header (the address that the email came from but I can’t see the email’s body. Is it an issue in the demo or a bug that will be fixed? Thank you!
Our demo has limited functionality and strict security enabled – this will not happen at your website.
My emails are still not syncing and your support is not helping matter.
Please stick to the support team’s guidance and steps needed, in order to eliminate the issue you are facing at your local installation.
I just realized now that the Email Schedule Feature is not working
Its a pity that you are facing local issues. I can confirm that this feature shall work as expected and it does, in our local environment.
Please raise a support ticket within the support portal of our team – engineers will help you.
Do synced emails take up storage space in the Perfex CRM Installation or are only served remotely from their servers?
They are being saved as local copies and you have the option to sync only unread emails.
Does the inbox syncing only work with Google Workspace?
Our software works with every IMAP provider out there – it is not limited to Google workspace
But my emails are still not syncing with your MailBox inbox.
I did the same IMAP Connection using another email account in the support module and it works there. I’m receiving the emails as tickets on the dashboard.
But your MailBox is not syncing emails.
What do you suggest I do?
Please raise a support ticket within support area so our engineers can help you with your local issue
Emails are not syncing. Checking activity log, I see this error:
“Tickets Auto Import Cron Job: Imap PHP extension is not installed.”
Meanwhile, imap is installed and my cron is set correctly. What could be the problem?
Can you please raise support ticket within clients area, so our engineers can advise in this technical question?
Ticket raised since, but no response
Please bear for a reply under this items turn around response time.
Why does it have to my Perfex CRM Account Profile email address to configure for the Webmail/Mailbox.? Why can’t I used any other email address?
E-mail addresses to be monitored are tied to the staff e-mail address (the one you use to log in admin area) for security purposes. If you want to monitor a different e-mail address you can create a staff member with this address
How do I get imap username, imap password and imap server for my custom domain?
I have tried what I knew, it didn’t work
Those are details your hosting provider can provide to you.
I don’t use cpanel hosting. I use a self-managed cloud hosting. In my hosting panel, the imap server details are provide, but they are not working here.
I see. Then you must be already aware of those technical details by yourself.
Does the Autoreply work based on keyword?
That’s correct auto reply can be triggered from specific words including wild card possibilities, has seen in the screenshots.
I don’t use cpanel hosting. I use a self-manage cloud hosting.
Sorry, my last reply above wasn’t meant for this comment
No worries!
I previously opened support ticket #48171. I’m experiencing problems sending emails again. I’ve configured IMAP and SMTP settings. CRM is sending emails. However, I can’t send emails from within my mailbox. The email says it’s been sent, but it’s not being delivered. I tried to access the ticket content again, but I can’t view it from the dashboard. Could you please help? I’ve experienced the same problem before. I don’t want to purchase support for the same transaction again. Thank you in advance for your interest.
Hello.
Unfortunately, in order to be able to raise a support ticket within support area sk our engineers can help you with your local issue, you need an active support pack.
Its sales here.
