AI Suite
Complete AI platform for Perfex CRM — Customer 360, ticket analysis, lead scoring, and real-time streaming
Perfex CRM Modules
Professional modules that extend your CRM without modifying core files.
Flavor
Admin theme engine with presets, dark mode, and PWA support
Multi-Company Contacts
Assign contacts to multiple companies with roles
Site Monitor
WordPress uptime monitoring with dashboard widget
Estimate to Project
One-click conversion from estimates to projects
CRM Chat Pro
Real-time team & client messaging with project channels and ticket conversion
AI Suite — Insights
Customer 360, lead scoring, sentiment analysis, and follow-up suggestions
AI Suite — Revenue Forecast
AI-powered revenue forecasting with pipeline analysis and trend predictions
Smart Workflows
AI-powered workflow automation with templates, interview engine, and Privacy Shield
AI Suite — Smart Documents
AI-powered proposal, estimate, and invoice drafting with CRM context
AI Suite — Smart Tasks
AI task prioritization, workload analysis, and smart scheduling