Email Manager with AI Assistant for Perfex CRM

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

Demo Link

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.

With our Email Manager with AI Assistant module, managing your email communications has never been easier. Say goodbye to generic emails and hello to personalized, efficient communication that leaves a lasting impression on your clients and leads.

Don’t miss out on the opportunity to streamline your email workflow and enhance your CRM experience. Get started with our Email Manager with AI Assistant module today!

Realtime triggers that you can use actively

• Project Status Changed
  Triggered when the project status changes. You can define a different email template for each project status.
• Task Created
  Triggered instantly when a new task is created within the CRM.
• Task Updated
  Triggered whenever an existing task is updated.
• Task Status Changed
  Triggered when the task status changes. You can define a different email template for each task status.
• Invoice Created
  Triggered instantly when a new invoice is generated.
• Invoice Status Changed
  Triggered when the invoice status changes. You can define a different email template for each invoice status.
• Estimate Created
  Triggered automatically when a new estimate is created.
• Proposal Created
  Triggered automatically when a new proposal is created.

Demo Link

Username : demo@demo.com

Password : 1234

Change Logs

Version 1.3.7 / 2026-07-30

         *  NEW FEATURE: AI-Powered Email Categorization & Group Management. Define custom email groups with descriptions and let the AI automatically read and sort incoming emails into the right groups.         * New Feature: Interactive Dashboard Widget for real-time tracking of email groups and statistics.     

Version 1.3.6 / 2026-06-30

         *  BIG UPDATE: Integrated AI Assistant powered by Google Gemini and OpenAI.         * New Feature: Automated AI Email Generation for writing email subjects and body content.         * New Feature: AI Settings panel to configure API keys, AI providers, and default models (Gemini 2.5 Flash, GPT-4o-mini).         * New Feature: Multi-language AI support based on Staff and System language settings.         * Security enhancement for module license and domain validation.     

Version 1.3.5 / 2026-05-14

         *  New triggers for Proposal Created and Estimate Created.         *  Summary statistics widget to Email Logs (Total, Success, Error, Scheduled).         *  Auto-update "Last Contacted" date for Leads on successful email delivery.     

Version 1.3.4 / 2026-03-11

         * SMTP selection has been added to the reminder and timer sections.         * Code optimization has been performed.     

Version 1.3.3 / 2026-02-04

         * The email timer design has been updated. The "All Clients" option has been added.     

Version 1.3.2 / 2025-10-21

         * Added automatic reply feature for incoming emails           * Added automatic email sequence feature based on candidate and customer registration dates       

Version 1.3.1 / 2025-09-13

     * Ticket status option added to trigger and reminder sections     

Version 1.3.0 / 2025-07-22

     * Added scheduled email sending option from the list view.     * Last selected SMTP is now remembered when multiple SMTP accounts are available.     * Added support for extra BCC recipients in email sending.     * Various code improvements and minor bug fixes.     

Version 1.2.9 / 2025-05-02

     * Code optimization, Bug Fixed     

Version 1.2.8 / 2025-02-11

     * Added lead TAG option to the timed email sending section.     

Version 1.2.7 / 2025-02-02

     * A trigger has been added for the task checklist completion status.     * Checklist options have been added to the task merge fields.      

Version 1.2.6 / 2024-12-19

- 2 new setting added          * Add the staff name to the "From" field of the email.         * Allow staff to see only the emails they have sent.     

- Added staff merge field list to email templates for clients and leads 

Version 1.2.5 / 2024-12-07

- mailbox view changed 

Version 1.2.4 / 2024-10-07

- Code optimization. Bug fixed! 

Version 1.2.3 / 2024-08-27

- inbox section added.

Version 1.2.2 / 2024-07-19

- Special mail manu added. You can also define special emails for occasions like birthdays and anniversaries.

Version 1.2.1 / 2024-06-06

- The old trigger name has been changed to reminder. Real time trigger added.

Version 1.1.6 / 2024-05-10

- Added template creation option for Estimate requests.

Version 1.1.5 / 2024-05-06

- Added the ability to define different SMTPs for staff

Version 1.1.4 / 2024-04-13

- Relation type option added to email templates

Version 1.1.3 / 2024-03-10

- Email log delete option added

- Code optimization

Version 1.1.2 / 2024-02-25

- Added send mail button to invoice, projects, task, proposal, estimate, contract lists

Version 1.1.1 / 2024-02-20

- triggers created.