Perfex CRM Dashboard with custom modules

Make Perfex CRM Work Smarter — Not Harder

AI-powered client analysis, smart proposals, workflow automation, and real-time team chat. 11 modules. One-time payment. Lifetime updates.

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

Spring CRM Upgrade

All 11 Modules — One Price

Get every module we make for less than a single month of HubSpot for a 10-person team.

€199 €558 You save €359

AI Suite Flavor Multi-Company Contacts Site Monitor Estimate to Project CRM Chat Pro AI Suite — Insights AI Suite — Revenue Forecast Smart Workflows AI Suite — Smart Documents AI Suite — Smart Tasks

+ BONUS: 9 months of support instead of 6

Get the Spring Deal — €199 Try Live Demo First

Offer ends April 13, 2026. After that: €299.

Our Modules

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

AI Suite

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

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.

Flavor

Admin theme engine with presets, dark mode, and PWA support

Transform the look and feel of your Perfex CRM with Flavor. Choose from built-in presets, create your own themes, enable dark mode, customize the login page, and turn your CRM into a Progressive Web App — all without touching a single line of 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 uptime monitoring with dashboard widget

Monitor your WordPress websites directly from your Perfex CRM dashboard. Get notified when a WordPress site goes down, track response times, and maintain uptime history — no external monitoring service required. Designed specifically for WordPress sites.

Estimate to Project

One-click conversion from estimates to projects

Stop manually recreating project structures from accepted estimates. With one click, convert any estimate into a fully configured project with tasks, milestones, and team assignments — saving hours of repetitive setup work.

CRM Chat Pro

Real-time team & client messaging with project channels and ticket conversion

The complete chat solution for Perfex CRM — 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 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 8 trigger types (lead created, ticket opened, invoice status changed, and more), 5 action types (AI email, create task, notify staff, AI analysis, webhook), 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, estimate, and invoice drafting with CRM context

Let AI draft your proposals, estimates, and invoices using context from your CRM. Smart Documents analyzes client history, lead data, and past documents to generate professional drafts with intelligent line item suggestions. Features document analysis for existing proposals and a template management system for consistent output across languages.

AI Suite — Smart Tasks

AI task prioritization, workload analysis, and smart scheduling

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.

Just need one module? Use code SPRING20 for 20% off any individual module during the Spring Upgrade.

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.

Launch Live Demo