Perfex CRM Guardian
$39CRM 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 an…
- Today's Rescue List for urgent follow-ups
- Duplicate & incomplete data detection
- Ticket SLA risk and setup health alerts
- Home widget, digests, and native Perfex tasks