AI Suite

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.

Yes - and at no per-token cost. With OpenRouter as your provider you can run every feature on free models. We recommend NVIDIA Nemotron (for example nvidia/nemotron-3-nano-30b-a3b:free) with the "Disable reasoning" option enabled - it is privacy-friendly, fast, and reliable for the JSON-based features. See our documentation for per-feature tips.

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.

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.

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. Customer 360 is part of the AI Insights add-on and included in the Starter bundle.

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.

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. Lead scoring is part of the AI Insights add-on and included in the Starter bundle.

AI Suite answers in the language configured in your Perfex CRM installation — any installed language works, from English, German, and French to Arabic, Chinese, and Japanese. Language-specific model routing lets you give each language its own model.

AI Suite is built with GDPR in mind. 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.

AI Suite has optional add-on modules that extend its capabilities: AI Insights (Customer 360, Lead Scoring, Sentiment, Follow-Ups), Revenue Forecast (AI pipeline forecasting from your CRM data), 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. You can buy them individually or save with the Starter, Pro, and Complete bundles.

AI Suite is in active development and tested with every Perfex CRM release. The changelog on this site is public, so you can check the release history and update frequency before you buy. Updates are included with your license.