DailyBrief — Staff Daily Digest for Perfex CRM

The first morning digest module for Perfex CRM

Every morning your staff open their email and already know what needs their attention — overdue tasks, open tickets, pending leads, and today’s events — before they even log in to Perfex. Managers get a separate executive summary with the four KPIs that matter most: overdue invoices, open tickets, new leads in the last 24 hours, and total overdue tasks across the company.

DailyBrief plugs directly into Perfex’s native cron and email systems. There is no external API, no SaaS subscription, no Twilio, no AI service. If your Perfex installation sends email today, DailyBrief works out of the box.

Competitor modules send the same generic report to everyone. DailyBrief filters every brief through