DailyBrief – Staff Daily Digest for Perfex CRM

Description

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Start every workday with a clear, personal briefing

DailyBrief – Staff Daily Digest for Perfex CRM turns a busy Perfex CRM workspace into one short, focused morning email for every member of staff. Instead of hunting through tasks, tickets, projects and reminders, each person opens a single digest that shows what needs attention today, what is overdue and what is coming next.

What each staff member receives

The daily email is personalised for the recipient, so people only see work that belongs to them. It can cover tasks due today, overdue tasks, open support tickets, projects, events and reminders, presented in a clean, scannable layout that works well on desktop and mobile.

Helpful summaries for managers

Managers can also receive a wider team briefing with key performance indicators, such as completed and overdue tasks, open tickets, invoices and payments for the period. This gives leaders a quick morning overview without running separate reports or checking several screens.

Control delivery, timing and content

• Choose the delivery window and the days on which digests are sent, including weekdays only.
• Decide which sections each role or staff member should receive, and respect individual permissions.
• Send a test email to check the layout before switching on automatic delivery.
• Skip empty digests automatically, so staff are not emailed when they have nothing outstanding.
• Review delivery logs and KPI cards from the dashboard to confirm what was sent.

Built natively for Perfex CRM

DailyBrief runs inside Perfex CRM and uses its built-in scheduling and email system, so there are no external services to connect and no extra accounts to manage. Templates are editable, the interface is available in English and Spanish, and the module is designed to stay lightweight and self-hosted.

Who DailyBrief is best for

DailyBrief is ideal for agencies, support teams, sales teams and growing businesses that use Perfex CRM every day and want fewer missed deadlines, clearer priorities and a calmer start to the morning. If your team juggles many tasks and tickets, this daily digest helps everyone begin the day knowing exactly what matters most.

Requirements and compatibility

DailyBrief is a Perfex CRM module and requires Perfex CRM 3.0 or later. It is compatible with PHP 7.4 to 8.3 and MySQL 5.7 or later, and it works with the standard Perfex cron and SMTP email setup.