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Marketing Automation module for Perfex CRM

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About This File

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
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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
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