Perfex CRM Guardian

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.

What CRM Guardian Does

Most CRM problems are simple but expensive: leads are not contacted, proposals sit without follow-up, invoices need chasing, support tickets go quiet, records are missing basic fields, duplicates confuse staff, and important settings are misconfigured. CRM Guardian gives your team a focused list of what needs attention today.

• Find missed follow-ups before deals go cold
• Improve CRM data quality by surfacing missing fields
• Spot duplicate records for manual review
• Monitor support tickets for idle, unassigned, and SLA-risk situations
• Watch contracts and subscriptions before expiry or renewal dates pass
• Review risky Perfex settings through a dedicated Setup alerts tab

◈ Main Dashboard

The Guardian dashboard is organized into Issues, Setup alerts, and Guardian Settings. The Issues area uses tabs so users do not need to scroll through every table.

• Today’s Rescue List – stale leads, proposal follow-ups, estimate follow-ups, invoice chase items, and custom field transfer gaps after conversion
• Incomplete Data – leads and customers missing useful CRM fields such as email, phone, source, owner, company, or active contact email
• Possible Duplicates – duplicate lead emails, lead phone numbers, customer contact emails, and customer company names
• Tickets Needing Attention – idle tickets, unassigned tickets, first-response SLA risk, and resolution SLA risk
• Contracts & Subscriptions – expiring contracts, unsigned contracts, and active subscriptions ending soon

Stat cards at the top show total matching findings after filters and dismissals. Clicking a card opens the matching issue tab.

◈ Native Perfex DataTables

All issue tables use the familiar Perfex DataTables experience.

• 25 rows per page by default
• Server-side search, sorting, pagination, reload, and export controls
• Lazy-loaded issue tabs for faster dashboard interaction
• Section-only AJAX requests so one table does not recalculate every other table
• Default ordering by latest timeline context, then risk score when no timeline exists
• CSV export for current tab, individual sections, or all issues with active filters applied

◈ Why Is This Shown?

Every issue row includes a details modal so staff can trust the result before acting.

• Matched rule or fixed Guardian check
• Condition and threshold
• Reference date
• Open task check
• Dismissal state
• Reason text
• Risk score
• View record, View task, or Create task action depending on the finding