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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 fields

Used by agencies and service businesses to automate follow-ups.

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Banner 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.

    3 SENT VIEW SKIP
  • SRMSmart Reminder

    • 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.

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      Top Feature
    • ✓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

    Four ways to use Smart Reminder

        Banner announcements
      • Upload image banners with CTAs
      • Date range and auto-expiry
      • Target clients, staff or groups
      • Optional close button per banner
        Scheduled email reminders
      • Tied to invoices, projects and tasks
      • Preset offsets 1 to 60 days before
      • Runs automatically via cron
      • Full merge field support
        Reminder groups
      • All clients or specific segments
      • By role, tag or custom attribute
      • Staff subsets for internal reminders
      • Date conditions from Perfex records
        Logs and tracking dashboard
      • Full send history per recipient
      • Banner view and close tracking
      • KPI dashboard with charts
      • Top banner ranking by views

      "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%."

      M
      Jonas ReuterFounder, Payloop Tools

      Mailchimp sits outside. Smart Reminder runs inside Perfex.

          Default Perfex
        • --
          No structured reminder system
        • --No banner notification manager
        • --No cron-based email scheduling
        • --No send logs or tracking
          Smart Reminder
        • ✓Banners in admin and client portal
        • ✓Scheduled email via Perfex cron
        • ✓Merge field support in templates
        • ✓Full send and view logs
          Mailchimp / Sendeninblue
        • --Kontakt data duplicated outside CRM
        • --Fragmented communication workflow
        • --Monthly subscription per contact
        • --No link to Perfex records

        "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%."

        M
        Jonas ReuterFounder, Payloop Tools

        Automate reminders. Reach the right people.

            Who is this module for?
          • Agencies running recurring reminders
          • Service teams replacing manual emails
          • Businesses targeting specific clients
          • Teams centralising communication
            Why in-CRM reminders matter
          • Reminders tied to real Perfex records
          • No duplicate contact management
          • Staff see what was sent to whom
          • Clients get one consistent voice
            Built for reliable delivery
          • Perfex cron handles all scheduling
          • Duplicate-send protection per day
          • Full audit trail per message
          • No external email platform needed
          ⚡ Built with CPB ⚡ Built with CPB