Description
Marketing Automation module for Perfex CRM
Marketing Automation module for Perfex CRM 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
- Dashboard: Lead Stats, Form Submissions, Email Stats …
- Segments Management
- Assets Management
- Forms Management
- Campaign Management
- Email Channel Management
- SMS Channel Management
- Point Management
- Stage Management
- Workflow Builder
- Email Builder
- Reports:
- Campaign report
- Email channel report
- SMS channel report
- Asset report
- Form report
- Lead and Point report
- Settings:
- Category
- Email Templates
- SMS Templates
- Email Configuration
- Email Sending Limit
- Form Custom CSS
