Perfex CRM Module

Mailbox Pro

A full webmail client with team inboxes and deep CRM integration: email, customers, tickets and tasks in one place, right inside the Perfex admin.

  • Perfex CRM 3.0+
  • PHP 7.4–8.3
  • IMAP / SMTP
  • OAuth2
  • EN / DE
Mailbox Pro — webmail client for Perfex CRM
  • Multi-account Unlimited IMAP/SMTP accounts per user
  • Team inboxes Assignment, status & internal notes
  • CRM context Customer, invoices & tickets next to every email
  • No ext-imap Pure-PHP IMAP client, widely compatible

Your email where your customers are

Constantly switching between webmail and your CRM costs context and time. Mailbox Pro brings the entire inbox into the Perfex admin: multiple accounts, shared team inboxes and, for every email, the matching customer or lead with open invoices, tickets and projects.

“One inbox. Full CRM context.”

Inbox with CRM context

Every email automatically shows the linked customer or lead, with open invoices, tickets and projects in the sidebar. Reply, assign and convert to a ticket without leaving Perfex.

crm.example.com/admin/mailbox

Everything for professional team communication

Multi-account IMAP/SMTP

Unlimited accounts per user with SSL/TLS and a unified inbox across every mailbox.

OAuth2 for Gmail & M365

Modern, secure sign-in via XOAUTH2 — no app-specific passwords.

CRM context sidebar

The linked customer/lead with open invoices, tickets and projects next to every email, automatically.

One-click conversion

Turn an email into a ticket, task or lead. Attachments move to the customer file automatically.

Shared team inboxes

Collaborate with assignment, open/resolved status and internal notes per conversation.

Rules engine

Automated workflows by sender, subject or attachment: tag, move or create a ticket.

Advanced composer

Undo send, scheduled sending, signatures, templates with merge fields and recipient autocomplete from your CRM.

Email tracking

Optional open and click tracking per message with a detailed timeline.

Threads & full-text search

RFC-5322 compliant conversations and search across subject, sender and body.

Follow-up sequences

Multi-step sequences that pause on reply, including a vacation auto-responder.

Shortcuts & organization

Gmail-style keyboard shortcuts, tags, custom folders, snooze, archive and .eml export.

AI integration (optional)

Draft, improve and summarize via the Perfex OpenAI module.

All included

One module — from inbox to team collaboration.

  • Unified inbox
  • Team inboxes
  • Assignments
  • Internal notes
  • Rules
  • Signatures
  • Templates
  • Scheduled send
  • Undo send
  • Tracking
  • Sequences
  • Auto-responder
  • Tags & folders
  • Snooze
  • Stats dashboard
  • .eml export

See Mailbox Pro in action

From the composer and rules engine to follow-up sequences.

Three reasons it just works

Mailbox Pro is built for compatibility, integration and security.

No ext-imap

A pure-PHP IMAP client that runs on hosting where classic clients fail.

Deep CRM integration

Ticket replies, the lead pipeline and project communication flow straight into your mail workflow.

Security

Credentials encrypted with AES-256, fetched through your own mailbox, with no external service and no subscription.

Your credentials are stored AES-256 encrypted, and email runs exclusively through your own mailboxes, with no external service and no monthly fees.

Requirements

  • Perfex CRM 3.0 or newer
  • PHP 7.4+ (tested through 8.3)
  • No ext-imap required (pure-PHP IMAP client)
  • Any IMAP/SMTP mailbox (Gmail, Microsoft 365, standard hosts)

In the download

  • The module as a ZIP (upload & activate)
  • English & German language files
  • Changelog & license
  • 12 months of updates, 6 months of support

Deep Perfex integration

  • Customers & leads
  • Tickets & tasks
  • Projects & attachments

Match every email to the right record automatically.

Available

Get Mailbox Pro

Secure payment & instant download via perfexcrm-module.com.

  • The module as a ZIP (upload & activate)
  • English & German language files
  • Changelog & license
  • 12 months of updates, 6 months of support

Version 1.3.5 · Perfex 3.0+ · PHP 7.4–8.3

Frequently asked questions

Do I need the ext-imap PHP extension?

No. Mailbox Pro uses a pure-PHP IMAP client and runs even on hosting without ext-imap.

Which mailboxes are supported?

Any IMAP/SMTP mailbox — Gmail and Microsoft 365 via OAuth2, plus classic email hosts with SSL/TLS.

Can several staff share one mailbox?

Yes. Shared team inboxes offer assignment, open/resolved status and internal notes per conversation.

Are my credentials stored securely?

Yes. Credentials are AES-256 encrypted and fetched through your own mailbox with no external service.

Which Perfex and PHP version do I need?

Perfex CRM 3.0 or newer and PHP 7.4 or newer (tested through PHP 8.3).

Do I get updates?

Yes. 12 months of updates and 6 months of support are included — via perfexcrm-module.com.

Want your own Perfex module?

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