Marketing Automation module for Perfex CRM

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.

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