Description
🚀 Overview
The Marketing Business Modules Bundle for Perfex CRM is a powerful set of marketing-automation and campaign-management extensions crafted specifically for Perfex CRM. It empowers businesses, agencies and growth teams to centralize lead nurturing, email & SMS campaigns, push notifications, segmentation and analytics — all within the existing CRM environment. :contentReference[oaicite:1]{index=1}
Designed from real-world marketing agency workflows — including campaign planning, sequence automation, multi-channel messaging, segmentation & ROI tracking — this bundle brings deep domain experience into Perfex CRM. :contentReference[oaicite:2]{index=2}
Target users: Digital marketing agencies, growth Hubs, SaaS providers using Perfex CRM, SMBs looking to integrate marketing automation into their CRM, and developers needing a robust marketing extension set for Perfex.
✨ Key Features
- Campaign Management: Create, launch and monitor marketing campaigns (email, SMS, push notifications) directly from the CRM dashboard. :contentReference[oaicite:3]{index=3}
- Email Marketing Automation: Build automated email workflows, drip sequences, triggers based on lead/client actions. :contentReference[oaicite:4]{index=4}
- SMS & Push Notifications: Engage clients via SMS or browser/app push notifications from within Perfex. :contentReference[oaicite:5]{index=5}
- Lead Segmentation & Targeting: Segment leads/clients dynamically (by tags, behavior, custom fields) and deliver tailored campaigns. :contentReference[oaicite:6]{index=6}
- Advanced Analytics & ROI Tracking: Track open-rates, click-throughs, conversions and campaign ROI in one place. :contentReference[oaicite:7]{index=7}
- CRM-Integrated Lead Tracking: All campaign responses, leads and contacts sync with existing Perfex lead/client modules—no data silos. :contentReference[oaicite:8]{index=8}
- User-Friendly Dashboard: Central control panel for all modules in the bundle, offering unified marketing operations. :contentReference[oaicite:9]{index=9}
- Lifetime Free Updates: With purchase, enjoy lifetime updates and new modules included. :contentReference[oaicite:10]{index=10}
⚙️ Technical Stack
- Platform: Built as modules/extensions for the Perfex CRM system (PHP / CodeIgniter or Laravel version depending on your Perfex release) — installation within Perfex. :contentReference[oaicite:11]{index=11}
- Languages & UI: PHP for backend logic; JavaScript, HTML5 and CSS3 for UI and interactive dashboards.
- Database: Uses your existing Perfex CRM MySQL/MariaDB schema and tables—no separate DB required. (Inferred from integration)
- Server Requirements: Host must support your version of Perfex CRM (PHP 7.x/8.x, MySQL or MariaDB, relevant PHP extensions). Ensure cron jobs for campaign automation and correct mail/SMS gateway setup.
🧩 Installation Guide
- Purchase & Download: Acquire the bundle from the official marketplace listing. :contentReference[oaicite:12]{index=12}
- Upload Modules: Log in to Perfex CRM as administrator → go to Setup → Modules → Upload Module(s). Upload the ZIP package for each module included. :contentReference[oaicite:13]{index=13}
- Activate & Configure: Activate each module and configure settings: email gateway credentials, SMS provider, push notification service, segmentation rules, cron jobs. :contentReference[oaicite:14]{index=14}
- Set Automations: Define campaign sequences, trigger conditions, segment definitions, schedule cron job for automation tasks (send queue, track conversions).
- Test Workflow: Create a test lead, apply a segment, send an email/SMS, track response in dashboard.
- Go Live: Launch real campaigns, track metrics, iterate on segmentation and messaging.
📦 Deliverables
- Complete source-code package of the Marketing Business Modules Bundle for Perfex CRM. :contentReference[oaicite:15]{index=15}
- Multiple modules/extensions covering email marketing, SMS/push, segmentation, analytics, campaign management. :contentReference[oaicite:16]{index=16}
- Documentation/README included in zip: installation, configuration, cron setup, module usage and update instructions. :contentReference[oaicite:17]{index=17}
📱 Supported Platforms
- Browsers: Chrome, Firefox, Safari, Edge – for accessing Perfex CRM and marketing module dashboards.
- Devices: Responsive admin UI supports desktops and tablets; some functionalities (e.g., push notifications) may interact with mobile devices via web or app.
- Server OS: Compatible with Linux distributions (Ubuntu/Debian/CentOS) or Windows Server running the required PHP & MySQL stack for Perfex.
🧠 Notes
- License: Provided under the GPL via the stated marketplace listing, enabling unlimited domain installation and modifications. :contentReference[oaicite:18]{index=18}
- Customization tips: You may enhance the modules by adding custom messaging channels (WhatsApp, Telegram), integrate with external CRMs/MA tools via webhooks, extend analytics dashboards, or build custom reports tailored to your agency’s KPI model.
- Experience highlight: The bundle mirrors real digital-marketing operations: campaign building, sequence automation, segmentation and analytics — showing that the developer understands agency workflows and bridges them with CRM features. :contentReference[oaicite:19]{index=19}
👨💻 Original Developer Credit
Developed by the author listed on CodeCanyon as “Marketing Business Modules Bundle for Perfex CRM” (Item ID 50406188). :contentReference[oaicite:20]{index=20}
Purchasing a valid license ensures updates, support and compliance with the author’s terms.
🔒 Disclaimer
This description is provided for informational and GPL-distribution listing purposes only. We are not the original author or rights-holder. All trademarks, logos and brand assets remain the property of their respective owners. For production use, ensure you obtain a valid license, secure your hosting environment (SSL, backups, maintenance) and follow Perfex CRM best practices.

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