Deals Management for Perfex CRM

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: admin@demo.com Password: 123456

Update History

27 March 2026

--- 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

--- 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

--- 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

--- 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

--- Added Custom field option --- Fixed deal update issue --- Fixed all known issues and bugs.

16 September 2023

--- 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.