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Deals Management for Perfex CRM v1.1.2 – Addon

⏱️ Published May 13, 2026 • VirusTotal Scanned Clean • Latest Release: v1.1.2
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Deals Management for Perfex CRM v1.1.2 – Addon
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Latest Release: v1.1.2
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Note: This is a module for Perfex CRM . This is Not a standalone script.

 Get an overview of deals in a week, month, and deals in the last 30 days. Assign Tasks, Products, Files, and Users for each deal. Manage discussions and notes. Also, get a calendar view for every deal detail. In short, managing deals has never been easier. and more

Deal Manager Demo

Login Details

📦 Username: [email protected] Password: 123456

Update History

27 March 2026

Changelog & Updates Log
Release Notes
• --- Added enterprise deal fields: probability, expected_revenue, next_follow_up_at, last_contacted_at, last_activity_at, priority, forecast_category, health_status, and campaign_id.
• --- Added tbl_deals_followups for structured follow-up management.
• --- Added tbl_deals_campaigns support enhancements and campaign attribution on deals.
• --- Added follow-up management screens and deal-level follow-up workflows.
• --- Improved deal metrics syncing so contact/activity timestamps update from calls, meetings, emails, follow-ups, stage changes, and status changes.
• --- Added chart-based reporting UI with KPI cards and dashboards.
• --- Added tbl_deals_campaign_steps for campaign sequencing.
• --- Added tbl_deals_automation_rules for trigger/action automation rules.
• --- Added tbl_deals_automation_queue and cron-driven processing.
• --- Added event-based automation for deal creation, deal update, stage/status changes, follow-up completion, and campaign execution.
• --- Added admin automation screens and campaign sequencing management.
• --- Added tbl_deals_approvals for approval requests.
• --- Added tbl_deals_webhooks and webhook delivery logging.
• --- Added tbl_deals_approval_policies for automatic approval rules.
• --- Added governance/admin workflows for approval policies, approval decisions, webhook testing/retry, and operational attention queues.
• --- Added diagnostics screens for schema, approvals, webhooks, and QA visibility.
• --- Redesigned deal details overview into a cleaner, simpler layout with stat cards and reduced noise.
• --- Reduced excessive text and hidden secondary information behind collapsible sections.
• --- Modernized kanban/list/detail shell styling.
• --- Redesigned calls into card/grid layout with modal-based create/edit.
• --- Redesigned meetings into card/grid layout with modal-based create/edit.
• --- Redesigned follow-ups into card/grid layout with modal-based create/edit and completion modal.
• --- Redesigned email tab into card/grid layout with compose modal.
• --- Standardized activity card action styling across detail tabs.
• --- Expanded reporting with funnel reporting, pipeline metrics, stage aging, revenue trend, source performance, owner performance, status/forecast/health mix, and follow-up performance.
• --- Fixed assignee handling to prevent empty IN () SQL errors on deal detail pages.
• --- Fixed broken/internal routing inconsistencies and relation issues around deal actions and attachments.
• --- Improved access logic around deal ownership and assignment handling.
• --- Fixed all known issues and bugs.

13 January 2024

Changelog & Updates Log
Release Notes
• --- Added Email template for deal when send create new email on deal details email tab
• --- Fixed contact with field according to related on call
• --- Fixed task issue on deal details
• --- Fixed all known issues and bugs.

17 December 2023

Changelog & Updates Log
Release Notes
• --- Added Related to when create deal Customer,leads,contract,proposal
• --- Fixed Deal value did not added when won and create invoice
• --- Fixed all known issues and bugs.

09 October 2023

Changelog & Updates Log
Release Notes
• --- Added Company filter option into data table list.
• --- Fixed Custom field option when delete the field
• --- Fixed all known issues and bugs.

05 October 2023

Changelog & Updates Log
Release Notes
• --- Added Custom field option
• --- Fixed deal update issue
• --- Fixed all known issues and bugs.

16 September 2023

Changelog & Updates Log
Release Notes
• --- Added can set settings select company multiple or single when creating new deals
• --- Added Validation the required fields when creating new deals
• --- Fixed deal comments issues
• --- Fixed all known issues and bugs.

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