Mail DeskDemo only
Documentation

Mail Desk · Perfex CRM module

Your team's mailboxes,
inside Perfex CRM.

Scroll to open the MacBook, then click through the module: the shared inbox with sample conversations linked to customers and leads, assignment, labels and notes, the composer with templates, the dashboard, mailboxes, the AI approval queue and settings.

This is only a demoIt shows the real module pages so you can click through the interface. Everything on it is sample data (Sample people, example.com addresses): no mailbox is connected, no mail server or AI provider is contacted, nothing is saved and nothing is sent.

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Mail Desk interface with sample data
Demo only. Sample data only. No mailbox is connected; nothing is saved or sent. Documentation

One shared inbox

Connect every team and personal IMAP and SMTP mailbox with a password or app password, and work them in one inbox inside Perfex.

Linked to the CRM

Each conversation is linked to its customer, contact or lead, and shows on the customer's Emails tab.

Who has it, who answered

Assign, label, add internal notes, see who is replying right now, and answer with templates and signatures.

This page is only a demo of the Mail Desk interface. It exists to show the look and the user experience. Everything on the screen is sample data: sample people and companies on example.com addresses. No mailbox is connected. Read the documentation