Regulatory Compliance Management Module for Perfex CRM

Note: This is a module for Perfex CRM, not a standalone script. This module works best on Perfex CRM version 3.4.0 and later. This module may not work if you are using Perfex CRM as a SaaS service. We recommend testing this module on a staging copy before deploying to your production Perfex instance.

LIVE DEMO

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OVERVIEW

The Regulatory Compliance Management (RCM) module for Perfex CRM is designed to help organisations manage compliance with various regulatory frameworks such as GDPR, ISO 9001, ISO 27001, and custom frameworks. It provides a comprehensive suite of tools for tracking audits, nonconformances, corrective/preventive actions (CAPA), and compliance documentation, ensuring your organisation stays compliant and audit-ready.

WHO IS IT FOR?

This module is ideal for businesses and organisations that:

• Need to comply with international standards like ISO 9001, ISO 27001, or GDPR regulations.
• Require a structured system to conduct internal and external audits.
• Want to track nonconformances and ensure corrective actions are implemented effectively.
• Need to manage policy and procedure documents with strict version control.
• Are looking to centralise their compliance data within their existing Perfex CRM.
• Wish to monitor compliance risks and deadlines through a dedicated dashboard and calendar.

WHAT’S NEW

Audit Allocation and Control: Facilitates the structured allocation of audits to authorised auditors within the system. It enables administrators to assign one or more auditors to a specific audit while maintaining centralised control. By integrating assignment, controlled access, and reporting capabilities, the module ensures a secure, transparent, and efficient audit management process aligned with organisational compliance requirements.

Client Audit Sharing: Share audit reports directly with clients so they can easily access them from their dashboard. This feature increases transparency, improves communication, and gives clients convenient access to important audit documents whenever they need them.

CORE FEATURES

Compliance Framework Templates: Create new compliance frameworks in seconds using pre-built templates. Three built-in templates are available: GDPR (General Data Protection Regulation), ISO 9001:2015 (Quality Management), and ISO 27001:2013 (Information Security). When creating a framework, select a template from the Load from Template dropdown and the framework structure, sections, and items are automatically populated, ready to customise.

Compliance Frameworks: Create and manage compliance frameworks with hierarchical structures (sections and items). It supports pre-built templates (e.g., GDPR, ISO 9001, ISO 27001) and custom frameworks with defined risk levels.

Audit Management: Schedule and conduct compliance audits linked to specific frameworks. Features include checklist assignment, progress tracking, and finding recording for internal, external, or surveillance audits.

Nonconformances (NC) Tracking: Track issues with auto-numbered records (NC-YYYY-NNNN). Classify by severity, perform root cause analysis, and track target completion dates.

CAPA Management: Manage Corrective and Preventive Actions. Assign tasks to team members, track status, and link actions directly to nonconformances for resolution.

Document Control & Versioning: Manage compliance documentation with version control, categorisation (policy, procedure, etc.), and review date tracking.

Compliance Dashboard: Consolidates data from audit management, nonconformance tracking, and CAPA management modules into a single, role-based view. It presents key quality indicators, status summaries, and detailed records to support effective oversight by Quality, Compliance, and Management personnel.

Audit Reports: Access a consolidated view of audit findings with clear insights and structured reporting. Review audit outcomes directly within the platform and generate professionally formatted PDF reports for sharing, compliance, and record-keeping.

Compliance Calendar: Visualise all compliance-related events, including audit dates, NC deadlines, and document reviews.

More features on the way. Feel free to send through your feature request.

ENQUIRIES AND SUPPORT

For any pre-sales enquiries, please use the discussion tab to ask any questions you may have.

If you have purchased this module and require support, please open a support query, and we will be glad to assist you.

For feature requests, please email us on the provided email address on our seller profile.

CHANGELOG

Version 1.1.2 | 19 April 2026

- Added: Client audit sharing, allowing audit reports to be shared with clients through the customer portal. - Added: Audit allocation and control, allowing audits to be assigned to one or more auditors with evidence upload support. - Fixed: Evidence links in audit report HTML and PDF output. - Fixed: Migration issues.

Version 1.0.8 | 8 March 2026

- Added compliance framework templates: three built-in templates now available when creating a framework (GDPR, ISO 9001:2015, ISO 27001:2013). Selecting a template automatically populates the framework structure, sections, and items.

Version 1.0.7 | 17 Jan 2026

- Fixed: Download URL for evidence on Audit items, CAPA, and nonconformances - Enhanced: Layout for audit report

Version 1.0.6 | 14 Jan 2026

- Fixed: Datetime format mismatch with system settings preventing fields from saving - Fixed: Nonconformance update issue - Fixed: Audit auditee type selection (unable to set to 'None') - Fixed: Various text translations

Version 1.0.4 | 10 Jan 2026

- Added: Compliance Dashboard to show upcoming audits, open nonconformances, and overdue CAPAs - Updated: Feature organisation to highlight recent additions - Fixed: Framework update issue on Audit Management - Fixed: PDF layout formatting for reports - Fixed: Auditee type selection (None, Customer, Project)

Version 1.0.2 | 02 Jan 2026

- Added: Ability to view and download Audit Reports in PDF format.

Version 1.0.0 | 19 Dec 2025

Initial release