ColdReach - AI Cold Email for Perfex CRM

Stop paying $97 to $297/month for external outbound cold email SaaS platforms like Instantly, Smartlead, or Lemlist.

ColdReach (v2.1.0) transforms your existing Perfex CRM v3.x installation into a full-scale, self-hosted Multi-SMTP Cold Email, Recursive Spintax, AI Sequence Copilot & Automated Lead Drip Engine. Built natively on Perfex CRM's CodeIgniter 3 architecture, ColdReach connects directly to your Perfex Leads, rotates across unlimited SMTP accounts with Smart Gradual Inbox Warmup, rewrites every outbound email with nested Spintax variations, and automatically stops follow-up sequences the moment a lead replies via IMAP.

Why Agencies & B2B Sales Teams Choose ColdReach for Perfex CRM

• Zero Monthly Per-Seat or Per-Inbox Fees: Connect unlimited Google Workspace, Microsoft 365, Amazon SES, Postmark, Mailgun, or custom cPanel/VPS SMTP accounts with credentials encrypted at rest via AES-256.
• 3 Intelligent Multi-SMTP Rotation Modes:
  • Round-Robin (Balanced Last-Used): Evenly distributes outbound load across your entire SMTP pool.
  • Capacity-Weighted (Highest Remaining Quota): Prioritizes high-capacity relays with the most remaining daily allowance.
  • Sticky-Sender (Same SMTP per Lead across Steps): Guarantees that Follow-Up Steps #2, #3, and #4 are always sent from the exact same sender email address that dispatched Step #1.
• Smart Gradual Inbox Warmup Engine: Protect new domains from spam filters. Set a starting daily volume (e.g., 15 emails/day) and a daily ramp increment (e.g., +10/day). ColdReach automatically scales each SMTP node's daily allowance up to its maximum cap while enforcing hourly rate limits.
• 1-Click AI Cold Email & Spintax Copilot (OpenAI + Google Gemini): Enter your core offer pitch, target decision-maker role, and tone—ColdReach generates a multi-step B2B drip sequence complete with nested Spintax and Perfex CRM merge tags in seconds (includes a built-in Smart B2B Generator fallback for zero-key operation).
• Recursive Nested Spintax Engine + Live Variation Simulator: Supports deeply nested syntax like {Hi|Hello|Hey {there|friend}}, calculates the exact number of unique permutations in real time, and lets you preview 3 live rendered variations before launching.
• Native Perfex CRM Lead Modal Tab & Auto-Kanban Sync: Injects a dedicated "ColdReach Drip" tab directly inside Perfex CRM's native Lead popup modal. Inspect a lead's active sequences, open/click/reply telemetry, or 1-Click Enroll / Pause Outreach without leaving the Leads Kanban view. Automatically moves leads to your chosen status (e.g., "Hot / Replied") when an IMAP reply is detected.

Features

• Unlimited Multi-SMTP Rotation Pool with AES-256 encrypted credential storage at rest
• 3 SMTP Selection Strategies: Round-Robin, Capacity-Weighted, and Sticky-Sender per Lead
• Smart Gradual Inbox Warmup Engine (configurable start volume + automatic daily ramp increment)
• Per-Node Daily Quota & Hourly Rate Governor with automatic midnight and hourly rollover resets
• 1-Click AI Cold Email & Spintax Sequence Copilot (Supports OpenAI GPT-4o & Google Gemini 2.5 Flash + Built-in Offline Fallback)
• Recursive Nested Spintax Engine with Live Permutation Counter & 3-Sample Preview Modal
• Multi-Step Drip Campaign Builder with customizable Wait Days & Wait Hours between follow-ups
• Automatic IMAP Inbox Reply Polling (SSL/993) — immediately halts follow-up sequence on reply (Stop-on-Reply)
• Automatic Perfex CRM Lead Status Kanban Transition on reply (e.g., auto-move Lead to "Hot / Replied")
• Injected "ColdReach Drip" Tab inside Perfex CRM's Native Lead Modal (1-Click AJAX Enroll & Pause/Resume)
• Zero-Touch Auto-Enrollment via Perfex lead_created hook filtered by Lead Status, Source, and Tag Keywords
• 1x1 Transparent GIF Open Tracking Pixel & HMAC-SHA256 Signed Click-Tracking Redirects
• RFC-8058 One-Click List-Unsubscribe Headers & Global Suppression Opt-Out Lock
• 14-Day Interactive Chart.js Velocity Dashboard & Real-Time Activity Feed
• System, Multi-SMTP & IMAP Telemetry Audit Logs (tblcoldreach_logs) with Campaign, Node & IP filtering
• 1-Click Sample Demo Data Seeder for instant agency testing and demonstrations

Requirements

• Perfex CRM: Version 3.0.x, 3.1.x, 3.2.x or newer (Self-Hosted Perfex CRM installation)
• PHP Version: PHP 7.4, 8.0, 8.1, 8.2, or 8.3+
• Database: MySQL 5.7+ or MariaDB 10.3+ (InnoDB)
• PHP Extensions: Standard cURL & OpenSSL extensions (plus optional PHP IMAP extension for automatic inbox reply polling)

Instructions

1. Extract Archive: Unzip the downloaded main archive (codester-main-files.zip) on your computer to locate the installable module file coldreach.zip and the documentation/ folder.
2. 1-Click Module Upload: Log into your Perfex CRM Admin Dashboard and navigate to Setup → Modules. Upload coldreach.zip and click Activate. All 5 database tables are created automatically with zero core file modifications.
3. Configure Multi-SMTP Pool: Navigate to ColdReach Automation → Multi-SMTP Pool in the left admin sidebar to add your SMTP sender accounts (or click "Seed Demo Data" on the Dashboard to load sample campaigns and 14-day telemetry).
4. Launch Drip Campaign: Navigate to ColdReach Automation → Campaign & AI Spintax to create your multi-step drip sequence, test Spintax variations, and launch automated outreach via Perfex CRM's native cron job.
5. Full Documentation: Open documentation/index.html in any browser for the complete step-by-step setup, cron configuration, and troubleshooting guide.