DailyBrief — Staff Daily Digest for Perfex CRM

Important: DailyBrief is a module that runs inside Perfex CRM — not a standalone application. You need an existing install of Perfex — Powerful Open Source CRM to use it.

DailyBrief sends a personalized daily digest to every staff member with their overdue tasks, today’s tasks, open tickets, pending leads, and calendar events — plus a separate Manager Brief with four executive KPIs. No external API, no SaaS subscription, no Twilio, no AI service. If your Perfex installation sends email today, DailyBrief works out of the box.

Every support team, sales team, and consultancy that runs Perfex hits the same wall: staff log in, browse five different sections, forget the lead they should have followed up, miss the task that became overdue overnight. Managers run no daily KPI report because building one manually takes 20 minutes a day. Existing marketplace options send a single generic report to everyone, ignore Perfex’s permission system, or require monthly fees for a relay service that should be local. DailyBrief delivers all of it — per-staff personalization, executive KPI brief, native Perfex stack, single one-time price.

Why DailyBrief is different

• Strict per-staff permission scoping. Every query goes through Perfex’s native permission APIs. A support agent never sees the CEO’s pipeline. A project manager never sees another team’s overdue tickets. No “send everyone the same report” anti-pattern.
• Separate Manager Brief. Managers receive a dedicated executive digest with four KPIs that actually matter: overdue invoices with multi-currency breakdown, total open tickets by priority, new leads in the last 24 hours, and total overdue tasks company-wide. Not the same brief as the staff — the right brief for the role.
• Empty-brief suppression. If a staff member has nothing pending, DailyBrief does NOT send an email. Most modules spam “you have 0 tasks today” daily and train people to ignore the digest. DailyBrief stays silent until there is something worth saying.
• Native Perfex everything. Cron hooks into after_cron_run. Emails use the SMTP already configured in Setup > Email Settings. Templates registered in tblemailtemplates are editable from the Perfex native UI — no PHP edits needed for branding.
• Test mode that is actually safe. A live banner across every module page when ON, a forced redirect of every brief to a single test address, and a “Send test brief now” button with five-state feedback (idle / sending / success / partial / error). Safe to enable on a production install.
• Self-hosted, source included. No external API calls, no telemetry, no data leaves your server. Install once and own it.

What’s inside

DASHBOARD

• 4 KPI cards: Briefs sent today, Staff receiving briefs, Next scheduled run, Failed in last 7 days
• Live module status pill (ACTIVE / PAUSED) so the admin knows the state without opening Settings
• Cron-stale warning banner when the last cron tick is > 28 hours old (alerts before silent delivery gaps)
• Test Mode banner across the page when redirection is active — no accidental production sends
• Recent deliveries preview table with deep links to the full log
• Onboarding panel for fresh installs — guides the admin to first brief in under 3 minutes