Smart Reminder
for Perfex CRM
Show banner notifications to clients and staff, and send cron-scheduled email reminders automatically from Perfex CRM. Targeted groups, merge field support, full logs and KPI dashboard — no external email platform required.
✓Banner manager • Cron scheduled email • Full merge fieldsUsed by agencies and service businesses to automate follow-ups.
Start Free TrialWatch DemoBanner notices and email reminders — all inside Perfex
Stop sending manual follow-up emails and losing track of what went out. Smart Reminder adds banner notifications plus scheduled email reminders to Perfex — fully targeted, logged and reliable.
Complete communication system inside Perfex: banner manager with date ranges, reminder groups for precise targeting, HTML email templates with merge fields and per-user send logs with KPI dashboard.
Start Free TrialBuy NowView Demo- ✓Banner manager with date ranges
- ✓Reminder groups for targeted sending
- ✓HTML email templates with merge fields
- ✓Configurable cron hour (0 to 23)
- ✓Per-user send and view logs
- ✓KPI dashboard with trends
- ✓Duplicate-send protection
- ✓CPB widget for portal banners
- ✓Version history with instant rollback
Top Feature
Four ways to use Smart Reminder
- Upload image banners with CTAs
- Date range and auto-expiry
- Target clients, staff or groups
- Optional close button per banner
Banner announcements
- Tied to invoices, projects and tasks
- Preset offsets 1 to 60 days before
- Runs automatically via cron
- Full merge field support
Scheduled email reminders
- All clients or specific segments
- By role, tag or custom attribute
- Staff subsets for internal reminders
- Date conditions from Perfex records
Reminder groups
- Full send history per recipient
- Banner view and close tracking
- KPI dashboard with charts
- Top banner ranking by views
Logs and tracking dashboard
"We stopped missing trial expiries entirely. Smart Reminder sends the right email on the right day without us touching anything — and our conversion rate went up almost 20%."
Mailchimp sits outside. Smart Reminder runs inside Perfex.
- --
No structured reminder system - --No banner notification manager
- --No cron-based email scheduling
- --No send logs or tracking
Default Perfex
- ✓Banners in admin and client portal
- ✓Scheduled email via Perfex cron
- ✓Merge field support in templates
- ✓Full send and view logs
Smart Reminder
- --Kontakt data duplicated outside CRM
- --Fragmented communication workflow
- --Monthly subscription per contact
- --No link to Perfex records
Mailchimp / Sendeninblue
"We stopped missing trial expiries entirely. Smart Reminder sends the right email on the right day without us touching anything — and our conversion rate went up almost 20%."
Automate reminders. Reach the right people.
- Agencies running recurring reminders
- Service teams replacing manual emails
- Businesses targeting specific clients
- Teams centralising communication
Who is this module for?
- Reminders tied to real Perfex records
- No duplicate contact management
- Staff see what was sent to whom
- Clients get one consistent voice
Why in-CRM reminders matter
- Perfex cron handles all scheduling
- Duplicate-send protection per day
- Full audit trail per message
- No external email platform needed