AI Suite

Key Features

Customer 360 Analysis

Get a comprehensive AI-generated profile of each client — payment behavior, relationship health, risks, and actionable recommendations. Streamed in real time via SSE.

Smart Ticket Handling

AI-powered ticket summarization, sentiment analysis, suggested replies, and one-click rephrasing. Works directly in the ticket editor.

Lead Scoring & Summary

Automatic AI lead scoring (0-100) with hot/warm/cold labels, plus detailed lead analysis with strengths, concerns, and next steps.

Follow-Up Suggestions

AI generates actionable follow-up cards (calls, emails, meetings, tasks) with priority levels based on client and lead context.

Multi-Provider Support

Choose from OpenAI, Anthropic Claude, Google Gemini, or any OpenAI-compatible endpoint including OpenRouter for access to 200+ models.

Per-Feature Model Routing

Assign different AI models to different features. Use a fast model for sentiment analysis and a powerful model for Customer 360 — per feature and per language.

Real-Time Streaming

Customer 360 and Lead Summary stream responses token by token via Server-Sent Events for instant feedback.

GDPR & PII Protection

Automatic PII redaction before data is sent to AI providers. All processing uses your own API keys. No data leaves your control.

27 Language Support

AI responses in 27 languages including English, German, French, Spanish, Arabic, Chinese, and more. Language-specific model routing available.

Per-Client AI Settings

Set a custom tone (formal, informal, neutral) and specific instructions per client. The AI adapts its communication style accordingly.

Sentiment Analysis

Automatic sentiment detection (positive, neutral, negative) on tickets and customer interactions for at-a-glance mood tracking.

Dashboard Widgets

AI-powered dashboard widgets showing lead scores, follow-up reminders, and quick insights without leaving your main view.

See AI Suite in Action

Screenshots from the actual module running inside Perfex CRM.

AI Suite Bundles

Choose the plan that fits your needs. All bundles include lifetime updates and 6 months of support.

Starter

€79 one-time payment

AI Suite Core (all features)
Customer 360 Analysis
Lead Scoring & Summary
Sentiment Analysis
Follow-Up Suggestions

AI Suite AI Suite — Insights

Buy Now — €79

Add later: Smart Workflows, AI Suite — Smart Documents, AI Suite — Revenue Forecast, AI Suite — Smart Tasks

Pro

€129 one-time payment

Everything in Starter
Smart Workflows (10 templates)
AI Interview Engine
Privacy Shield (3 modes)
Smart Documents
AI Proposal & Estimate Drafting

AI Suite AI Suite — Insights Smart Workflows AI Suite — Smart Documents

Buy Now — €129

Add later: AI Suite — Revenue Forecast, AI Suite — Smart Tasks

Complete

€159 one-time payment

Everything in Pro
Revenue Forecast
Pipeline Dashboard & Trend Analysis
Smart Tasks
AI Prioritization & Quick Wins
Team Workload Dashboard

AI Suite AI Suite — Insights Smart Workflows AI Suite — Smart Documents AI Suite — Revenue Forecast AI Suite — Smart Tasks

Buy Now — €159

About AI Suite

The complete AI platform for Perfex CRM. AI Suite brings powerful artificial intelligence 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.

Frequently Asked Questions

Common questions about AI Suite.

Which AI providers are supported?

AI Suite supports OpenAI (GPT-4o, GPT-4, o1), Anthropic Claude (Sonnet, Opus, Haiku), Google Gemini (2.5 Flash, Pro), and any OpenAI-compatible endpoint. This includes OpenRouter, which gives you access to 200+ models including free options.

Is my data sent to external AI services?

Only when you explicitly trigger an AI action (e.g., analyze a ticket or generate a Customer 360). No data is sent automatically. AI Suite also features automatic PII redaction that removes personal data before sending prompts to the AI provider.

What is Customer 360?

Customer 360 is a comprehensive AI analysis of each client. It examines invoices, projects, tickets, estimates, and proposals to generate insights about payment behavior, relationship health, revenue trends, risks, and actionable recommendations. Results stream in real time.

How does per-feature model routing work?

You can assign different AI models to different features in Settings > AI Suite > Features. For example, use a fast cheap model for sentiment analysis, a mid-tier model for follow-up suggestions, and a premium model for Customer 360. You can even set different models per language.

Can I use free AI models?

Yes. Using OpenRouter as your provider, you can access free models like arcee-ai/trinity-large-preview:free. This is ideal for testing and demo installations. Check our documentation for recommended free models per feature.

How does the lead scoring work?

The AI analyzes lead data including source, status, communication history, and assigned value to generate a score from 0-100 with a hot/warm/cold label. Scores appear as badges on lead kanban cards and in the lead detail view. You can re-score individual leads or batch-score all unscored leads.

What languages are supported?

AI Suite supports 27 languages for AI responses including English, German, French, Spanish, Arabic, Chinese, Japanese, Portuguese, Italian, Dutch, Russian, and more. The AI responds in the language configured in your Perfex CRM installation.

Is AI Suite GDPR compliant?

Yes. All AI processing is triggered manually, uses your own API keys, and features automatic PII redaction. Personal identifiers like names, emails, and phone numbers are removed before data is sent to the AI provider. No data is stored beyond what Perfex CRM already stores.

What are the AI Suite add-ons?

AI Suite has optional add-on modules that extend its capabilities: AI Insights (Customer 360, Lead Scoring, Sentiment, Follow-Ups), Revenue Forecast (pipeline analysis and AI predictions), Smart Documents (AI proposal and estimate drafting), and Smart Tasks (AI task prioritization and workload analysis). Each add-on requires the AI Suite Core module.

Does AI Suite work with Perfex CRM 3.x?

Yes. AI Suite is fully compatible with Perfex CRM 3.x and requires PHP 8.0 or higher. It is tested with every Perfex CRM release.