MailboxAI - Webmail + AI Assistant For Perfex CRM

Do this module sync the send items with a imap/smtp account (Cpanel etc.)

Does this work Per logged in staff? or the accounts are all shared?

Hola, realmente me parece muy bueno el modulo que tienen, actualmente utilizamos otro modulo que tiene una caracteristica que para nosotros es fundamental y es lo siguiente: 1. Permite enviar desde un cliente i un lead desde el listado o donde su ficha un email 2. Quedan vinculados los mails a los lead y clientes, mostrando el historial tanto en la ficha del lead como en la ficha del cliente. 3. Si se recibe o envia un email desde el panel del inbox queda automaticamente vinculado en estos historiales, esto genera una integracion. Esto es fundamental para nosotros y de implementarlo nos pasariamos a su modulo ya que alli seria superior al que utilizamos, pero sin esto la funcionalidad queda muy corta para equipos. Si ll implementan por favor avisennos y los acompanamos y excelente todo lo que estan haciendo! Gracias

The view for the inbox. Shows who sent, but as an inbox, can that view change as see who the email is from?

When sending emails from the module using Gmail, are the sent emails automatically stored in the connected Gmail account's Sent folder as well, or are they only sent from the module without appearing in Gmail Sent Mail?

Great points of: topperharley , hopefully would consider adding/tweaking these requests into your plugin.

Hello, im tested the module in demo mode and really like the concept. I have a few suggestions that would significantly improve real-world team usage inside Perfex: Shared mailbox - reply visibility When multiple staff members use the same mailbox, if someone replies to an email from within Mailbox AI, other staff members cannot see: - that the email has been replied to - who replied - when it was replied It would be very helpful to have a visible "Replied" status in the message list (e.g. "Replied by John - 13:02") to avoid duplicate replies in team environments. Multiple categories per email Currently only one category can be assigned to an email. Allowing multiple categories (multi-select instead of single select) would make filtering and internal organization much more flexible. Convert email to task - link customer When converting an email to a task, there is no option to assign/link a Customer. It would be very useful to be able to select an existing customer (like in standard Perfex task creation). Customer/Contact auto-detection If an incoming email address already exists in Perfex (Customer or Contact), it would be great if Mailbox AI could automatically detect and indicate it. For example: Show a small "Customer" or "Contact" badge Or display the actual customer avatar instead of the generic letter Or make the sender name clickable and link to the customer profile This would make the inbox much more CRM-integrated and practical for daily use. These improvements would make the module much more powerful for shared/team workflows. Thanks!

I'm proud to say I was the very first buyer of MailboxAI for my Perfex CRM, and it's been a fantastic experience from day one. The module itself is incredibly well-designed and brings powerful email management capabilities to the CRM. As an early adopter, I naturally encountered a few questions during setup - particularly around syncing older emails for client history. The support team has been absolutely outstanding throughout. They've been responsive, patient, and genuinely committed to helping me get the most out of the product. They explained everything clearly, provided step-by-step guidance, and even offered custom solutions when needed. It's rare to find developers who care this much about their customers, especially for a brand new release. The fact that they're already considering feature requests like folder management shows they're building something special here. If you're considering MailboxAI for your Perfex CRM, don't hesitate. Great product, even better people behind it.

Great work!

Hello, I haven't received a response yet to the email I sent.

Hello team, very nice module and very useful, does it takes gmail or microsoft accounts also or only corporate emails?

Hallo, thanks for this, 1 does it work with SaaS

Hey guys, very nice module :) I have a few comments with features that I miss a bit. I hope you can implement this so that you get the webmail feeling even more. 1. Move emails to folder 2. When deleting, also put the respective mail in the trash 3. Generally, sync the IMAP folders back so that everything looks exactly the same on the server side. I hope you can still implement this, thanks in advance :)

hey team lenz: really nice work (as always). some suggestions (i realized them in my modification) - Google & Microsoft OAuth2 in Admin settings and simplified login in Mailbox Accounts - Language settings for AI are obosolete: # Global AI Settings: Use system default language # User AI Language: Use user's Perfex language @Optima89: There is a language folder inside the module. You can easily create your own language file. Contact me if you need help

Hello, you have really nice AI tools, but what's holding me back from purchasing is the need for a separate MCP server as a service. Does this module require anything beyond an LLM API key?