Marketing Planning Management module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Marketing Planning Management Module is a comprehensive suite designed to streamline and enhance the effectiveness of marketing campaigns through meticulous planning, tracking, and management across multiple channels and segments. This robust module is an essential tool for organizations aiming to optimize their marketing strategies, improve customer engagement, and drive business growth through data-driven insights.

Module Features

1. Planning Management:
   • General Information Management
   • Activities Management
   • Kanban Board Management
   • Budget Management
   • Goal Management: Lead Source, Lead Location, Website Visits Location, Website Visits Referral URL Count, Organic Website Visits Count, Social Website Visits Count, Website Visits Source, Website Engagement Page View, Average Lead Source, Count of Raw Leads Generated, MQL to SQL Conversion Rate, Count of Leads That Moved Up A Stage, SQL To Closed Won Conversion Rate, Visit Type New Returning, Website Engagement Goals, Emaill Engagement, Leads Count By Stage, Leads Engaged, Via Planner Count, Count of SQL, Count of MQL, Count of Leads Closed Lost, Count of Leads Closed Won.
   • Reports
   • Lead Management
   • Customer Management
2. Segment Management:
   • General Information Management
   • List View, Chart View, Kanban View
   • Statistics: Total Number of Lead, Total Number of Client, Number of Active Campaigns, Number of Campaigns Participated, Contacts In Time, Segment Stats By Campaign
   • Lead Management
   • Customer Management
   • Filter Management
3. Component Management:
   • Asset Management: General Information Management, Chart Statistics
   • Form Management: General Information Management, Form Builder, Form Information & Setup, Integration
4. Channel Management:
   • Email Channel: General Information Management, Email Builder, Preview, Statistics, Lead Management
   • SMS Channel: General Information Management, Preview, Statistics, Lead Management
5. Dashboard & Reports: Total Budget, Total Expense, Acquired Contacts, CPA, Budget Split, Expense Split, Budger vs Expense
6. Settings:
   • Category Management
   • Email Template Management
   • SMS Template Management
   • Form Custom CSS

Demo

Marketing Planning Management Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2025-04-07 Initial version Version 1.0.1 / 2026-06-12 Enhanced asset management workflow and upload handling. Fixed issue preventing asset uploads. Fixed various minor issues to improve stability and performance. Version 1.0.2 / 2026-07-28 Fixed various minor issues.