Perfex CRM Guardian

CRM Health & Follow-Up Guardian for Perfex CRM Rescue Follow-Ups, Fix CRM Data, Review Duplicates, Watch Tickets, Contracts & Setup Health 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. 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 Task Actions CRM Guardian works with native Perfex tasks. It does not invent a separate task system. Create Task – opens the native Perfex task modal with suggested title, due date, priority, assignee, and description View Task – opens the linked open Perfex task when one exists Manual control – staff can review and change all suggested task details before saving Auto-created tasks – optional cron automation can create native Perfex tasks for eligible findings when no open related task exists Cooldown protection – prevents repeated automatic task creation for the same finding Open tasks do not hide rescue findings by themselves. A stale lead or overdue invoice remains visible until the underlying record is fixed, dismissed, or no longer matches the rule. Contract expiry findings are different: an open renewal task removes that contract from the Contracts tab until the task is completed.  

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

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Benefits of our Membership Plans

• Instant access to all plugins and all themes including all future releases
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
• Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

• We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
• We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
• We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

• Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
• Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.