FlexiLetter – Client Letter Management for Perfex CRM

FlexiLetter is a powerful module designed for Perfex CRM that allows businesses to create, manage, and send professional client letters directly from their CRM system. Generate beautifully formatted PDFs, track engagement, and streamline communication — all in one place.

✉️ Create & Manage Professional Letters

Easily create custom client letters using a built-in editor with full formatting support. Whether it’s contracts, notices, or general correspondence, FlexiLetter ensures every document looks professional.

📄 Automatic PDF Generation

Convert letters into clean, branded PDF documents instantly.

• Custom headers & footers
• Multiple page size options (A4, Letter, Legal)
• Consistent formatting across all documents

📬 Send Letters via Email

Send letters directly to your clients:

• Automatically attaches PDF versions
• Includes additional file attachments
• Sends to primary or selected client contacts

🔗 Client Portal Integration

Clients can access their letters directly from the CRM portal:

• View letters online
• Download PDFs anytime
• Secure access to their documents

👁️ Tracking & Visibility

Stay informed with built-in tracking:

• View when a letter is opened
• Record IP address and contact details
• Track sent and viewed timestamps

👥 Smart Staff Permissions

Control access across your team:

• Admins can view all letters
• Staff only see letters assigned to their clients
• Fully integrated with Perfex permissions

🧾 Client Profile Integration

View all letters related to a client directly within their profile:

• Quick access to history
• Manage communications in one place
• Improve workflow efficiency

📎 Attachment Support

Attach multiple files to any letter:

• Stored securely within the CRM
• Included automatically in emails
• Linked to each letter record

⚙️ Customisable Templates & Shortcodes

Save time with reusable templates:

• Dynamic placeholders (client, company, contact data)
• Custom headers and footers
• Fully editable content

🚀 Key Benefits

• Save time creating documents
• Improve client communication
• Centralise all correspondence
• Maintain professional branding
• Enhance team productivity

🧩 Seamless Integration

FlexiLetter is built specifically for Perfex CRM, ensuring:

• Easy installation via module uploader
• Native UI integration
• No external dependencies

💼 Perfect For

• Agencies
• Legal & consultancy firms
• Service providers
• Recruitment & HR teams
• Any business using Perfex CRM