🚀 Overview

Purpose: Provide businesses with an efficient newsletter and email campaign solution integrated directly into Perfex CRM.

Real-world use: Marketing teams, SaaS providers, and SMEs can manage leads, send newsletters, and track email analytics without third-party software.

Target users: CRM administrators, marketing managers, developers, and SaaS providers seeking a GPL-ready newsletter module for Perfex CRM.

✨ Key Features

• Lead & Customer Targeting: Segment leads and clients for precise email campaigns.
• Email Campaign Builder: Create, schedule, and send newsletters from within Perfex CRM.
• Template Management: Pre-designed templates and custom email designs.
• Automated Campaigns: Trigger emails based on lead status, client activity, or predefined schedules.
• Analytics & Reports: Track open rates, click rates, and campaign performance.
• Admin Dashboard: Manage campaigns, leads, clients, and template libraries efficiently.
• Responsive Design: Emails optimized for desktop, tablet, and mobile devices.
• Integration: Fully integrated with Perfex CRM modules like Clients, Leads, and Projects.
• Security: Secure email delivery with proper authentication mechanisms.
• GPL License: Fully open-source, customizable, and redistributable under GPL terms.

⚙️ Technical Stack

• Backend: PHP 7.x / 8.x (compatible with Perfex CRM)
• Frontend: HTML5, CSS3, Bootstrap 4/5, JavaScript, jQuery
• Database: MySQL / MariaDB
• Email: SMTP or third-party email services
• Server: Apache / Nginx with PHP-FPM

Server Requirements: PHP extensions: mbstring, curl, json, pdo, fileinfo; SSL recommended for secure email delivery; 2GB+ RAM for medium usage.

🧩 Installation Guide

1. Upload the MailFlow module folder to /modules directory of Perfex CRM.
2. Log in to Perfex CRM Admin panel and activate the module.
3. Configure SMTP settings or third-party email services in module settings.
4. Create email templates and define campaign schedules.
5. Segment leads and clients for targeting your newsletters.
6. Run test emails to ensure proper delivery before live campaigns.

📦 Deliverables

• Full PHP module compatible with Perfex CRM (GPL licensed)
• Email campaign and newsletter management system
• Template management and responsive email layouts
• Analytics and reporting tools
• Admin dashboard for leads, clients, and campaign management
• Installation and configuration instructions

📱 Supported Platforms

Server OS: Linux, macOS, Windows (XAMPP/WAMP)

Client Access: Desktop, tablet, and mobile browsers; emails fully responsive across devices.

🧠 Notes

License: GPL – Free to modify and redistribute under license terms with proper credit.

• Ideal for SMEs, marketing teams, and SaaS providers using Perfex CRM.
• Ensure compliance with email marketing laws (CAN-SPAM, GDPR, etc.).
• Maintain author credits when redistributing.

Customization Tips:

• Extend templates, automation triggers, or analytics in modules/MailFlow.
• Integrate additional CRM modules like Projects or Tasks for targeted campaigns.
• Add personalized merge fields or advanced segmentation for better engagement.

SEO & SaaS Assurance: Optimized for CRM integration and scalable SaaS deployments with modular architecture.

👨‍💻 Original Developer Credit

This GPL release is based on the original MailFlow – Customers & Leads Newsletter Module for Perfex CRM developed by its author(s) on CodeCanyon.
Proper attribution ensures transparency and respect for the original work.

View MailFlow on CodeCanyon

🔒 Disclaimer

GPL Redistribution Notice: Distributed under GNU GPL for development, educational, and open-source purposes. Not affiliated with or endorsed by the original developer. Users are responsible for complying with email marketing regulations and data privacy laws.

✅ E-E-A-T Compliance (Experience • Expertise • Authoritativeness • Trustworthiness)

Experience: Designed for real-world CRM newsletter campaigns and customer engagement workflows.

Expertise: Developed with PHP and Perfex CRM standards for secure, maintainable, and scalable email campaigns.

Authoritativeness: Original developer credited to ensure authenticity and transparency.

Trustworthiness: GPL licensing ensures legal redistribution; detailed installation and operational guidance emphasizes compliance, security, and best practices.