DailyBrief sends a personalized daily digest to every staff member with their overdue tasks, today’s tasks, open tickets, pending leads, and calendar events — plus a separate Manager Brief with four executive KPIs. No external API, no SaaS subscription, no Twilio, no AI service. If your Perfex installation sends email today, DailyBrief works out of the box.
Every support team, sales team, and consultancy that runs Perfex hits the same wall: staff log in, browse five different sections, forget the lead they should have followed up, miss the task that became overdue overnight. Managers run no daily KPI report because building one manually takes 20 minutes a day. Existing marketplace options send a single generic report to everyone, ignore Perfex’s permission system, or require monthly fees for a relay service that should be local. DailyBrief delivers all of it — per-staff personalization, executive KPI brief, native Perfex stack, single one-time price.
