Description

A practical CRM health module for Perfex CRM. CRM Guardian helps managers and staff find stale leads, missed proposal and estimate follow-ups, overdue invoice chase points, idle and SLA-risk tickets, expiring contracts, ending subscriptions, incomplete records, possible duplicate records, custom field transfer gaps, and risky Perfex configuration from one clean dashboard.

It works with native Perfex tasks, staff permissions, DataTables, email settings, and cron. No external API is required.

Requires Perfex CRM 3.0.0 or higher.