Perfex CRM Dashboard with custom modules

Perfex CRM, With the Pieces That Were Missing

AI-powered client analysis, smart proposals, workflow automation, and real-time team chat. 11 modules. No subscription. Lifetime updates.

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Compatible with Perfex CRM 3.x Lifetime Updates Premium Support Available in 5 Languages

Our Modules

Each module integrates seamlessly with Perfex CRM — no core file modifications required.

AI Suite

The complete Perfex CRM AI platform — Customer 360, ticket analysis, lead scoring, and real-time streaming

The complete Perfex CRM AI platform. AI Suite brings AI directly into your CRM with real-time streaming responses, Customer 360 analysis, automatic lead scoring, sentiment analysis, follow-up suggestions, and smart ticket handling. Supports OpenAI, Anthropic Claude, Google Gemini, and any OpenAI-compatible endpoint like OpenRouter. Features per-feature model routing, multi-language support for 27 languages, and full GDPR compliance with automatic PII redaction.

Flavor

Make Perfex CRM feel like your own — themes, dark mode, a custom dashboard and Cmd+K speed

Transform the look and feel of your Perfex CRM with Flavor — and go beyond looks. Choose from built-in presets, create your own themes, enable dark mode, and fine-tune every color with a visual picker. But Flavor also speeds up your day: jump anywhere with the Cmd+K command palette, build your own dashboard, let every user pick their own theme, and pin the pages you use most. Add your own fonts (Google Fonts served locally, GDPR-friendly), drop in custom CSS, brand the login page, and turn your CRM into a Progressive Web App — all without touching a single line of core code.

Multi-Company Contacts

Assign contacts to multiple companies with roles

Break free from the one-contact-one-company limitation. Assign any contact to multiple companies with specific roles — perfect for consultants, agencies, and enterprise clients who work across organizations.

Site Monitor

WordPress maintenance for your client sites — monitor, update, back up and report, all from Perfex CRM

Site Monitor turns Perfex CRM into the hub for your clients' WordPress maintenance. Instead of just seeing whether a site is online, you look after it completely from one place: monitor uptime and load time, update WordPress core, plugins and themes, schedule backups, and send a finished maintenance report to your client at the end of the month. And what you do becomes visible — through a shareable status page with 90 days of uptime and a monthly report right inside the Perfex client portal. Every monitored site can be linked to a contract, so maintenance and billing run together. Site Monitor is built for WordPress and needs a small worker plugin on the site it looks after; once that is installed, everything else runs from your CRM. €39 one-time, no subscription, with six months of support and lifetime updates.

Estimate to Project

One click from an accepted estimate to a pre-filled project

Stop retyping the same details every time an accepted estimate turns into a project. Estimate to Project opens the new-project form with everything already filled in from the estimate: the project name, the deadline from the estimate's expiry date, the budget from the estimate total, estimated hours from the item quantities, and your tags. The estimate's line items are added as a clean, formatted list in the project description, and the estimate's sales agent is set as a project member. You review, adjust anything you like, and save — no more copy-paste from the estimate.

CRM Chat Pro

The real-time Perfex CRM chat module — team & client messaging with project channels and ticket conversion

CRM Chat Pro is the complete Perfex CRM chat module — connect your team and clients in one place. Staff can message one-on-one or in groups, while clients chat directly from the customer portal. Every project gets its own dedicated channel that auto-syncs members. React with emojis, reply to messages, @mention colleagues, share files, record audio messages, and convert discussions into tickets — all in real time with zero external dependencies.

AI Team

Four new employees for a one-time €69 — they do the prep work, you decide. Right inside your Perfex CRM.

Imagine walking into the office in the morning and most of the work is already done — you just look it over and give your OK. That is exactly what AI Team is for: hire AI employees right inside your Perfex CRM. Lena has already drafted a reply to every open ticket, Paul researches leads and prepares qualification notes, Oskar fishes receipts out of the mailbox, and Ida turns raw notes into finished minutes with to-dos. Your employees prepare everything for you — the decision is made where it belongs: by you. No coworker has a send button, none of them can ever send or change anything on their own; they never get to see real names, email addresses or IBANs anyway, and on request everything runs completely locally on your server. One module, four new coworkers: €69 one-time — no subscription, 6 months of support, lifetime updates. Meet Lena before you hire: invite her to a job interview — she is already doing her trial day in the live demo.

Translation Manager

Your Perfex CRM in your customers' language — €39 one-time, and you never touch a language file by hand again.

Your customer logs into the portal — and everything is there in their language: proposals, invoices, every button. That looks professional, builds trust, and sells before you have said a word. Until now, translating Perfex CRM meant editing language files by hand and starting over after every update. Translation Manager makes your Perfex CRM multilingual: it reads in the core, your modules and existing custom files, lays every text out in a visual editor, and on request translates hundreds of strings in one run via DeepL, Google Translate or AI — with your glossary enforced and placeholders and HTML kept intact. Everything is published as update-safe custom language files, so no Perfex or module update ever touches your translations. You decide how your CRM speaks to your customers; the module does the legwork for €39 one-time — no subscription, 6 months of support, lifetime updates. Click through the live demo: it runs Perfex CRM in German, 100% translated.

AI Suite — Insights

Customer 360, lead scoring, sentiment analysis, and follow-up suggestions

The essential AI Insights add-on for AI Suite. Get a real-time Customer 360 analysis for every client, automatic lead scoring with kanban badges, sentiment detection on tickets and interactions, and AI-generated follow-up suggestions with priority-ranked action cards. Features Server-Sent Events streaming for instant results and per-client tone and instruction customization.

AI Suite — Revenue Forecast

AI-powered revenue forecasting with pipeline analysis and trend predictions

Transform your CRM data into actionable revenue predictions. The Revenue Forecast add-on analyzes your pipeline, invoices, conversion rates, and client history to generate AI-powered forecasts with confidence scores. Features a dedicated dashboard with KPI cards, monthly revenue trends, quarterly breakdowns, conversion rate analysis, and top client reports.

Smart Workflows

AI-powered workflow automation with templates, interview engine, and Privacy Shield

Automate your CRM processes with intelligent workflows. Smart Workflows combines 10 ready-made templates, an AI Interview engine that builds workflows through conversation, and a visual Expert Builder for complex automation. Features 10 trigger types (lead created, lead updated, ticket created, ticket reply added, invoice status changed, estimate accepted, and more), 7 action types (AI email, create task, update field, notify staff, AI analysis, create project, AI suggest tasks), multi-action chains, conditional logic, and a Privacy Shield with 3 GDPR modes (Strict, Pseudonymized, Open). Replace expensive external tools like n8n or Zapier with native CRM automation.

AI Suite — Smart Documents

AI-powered proposal and estimate drafting with CRM context

Let AI draft your proposals and estimates using context from your CRM. Smart Documents analyzes client history, lead data, and past documents to generate professional drafts with intelligent line item suggestions — subject line, intro and closing adapt to the specific client. It also analyzes existing proposals and estimates, giving you a summary, strengths and weaknesses, a pricing assessment, and concrete improvement suggestions. Drafts can be generated in multiple languages.

AI Suite — Smart Tasks

AI task prioritization, workload analysis, and daily focus

Stop wondering which task to work on next. Smart Tasks uses AI to analyze your open tasks, identify overdue items, detect bottlenecks, and suggest an optimal priority order. Features a dedicated dashboard with task statistics, team workload visualization, quick-win detection for tasks under 30 minutes, and AI-generated prioritization with urgency levels and reasoning.

Complete Bundle

Get all 6 modules at a significant discount.

AI Suite Flavor Multi-Company Contacts Site Monitor Estimate to Project CRM Chat Pro

€176 €294 Save 40%

Get the Bundle

25 Years PHP </>

9 Years Perfex
CRM

Made in Germany

5 Languages

ENDEFRESAR

Why Choose Us

Built by developers who use Perfex CRM every day.

GDPR Compliant

AI features process data according to GDPR guidelines. Your data stays under your control.

No Core Changes

All modules work through hooks and overrides. Your Perfex CRM core stays untouched.

Regular Updates

Continuous improvements and compatibility updates with every Perfex CRM release.

Premium Support

Get fast, reliable support directly from the developers who built the modules.

See It in Action

Try all modules in our fully functional Perfex CRM demo instance. No signup required.

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