AI Suite
Bring OpenAI, Claude, Gemini, or any of 200+ OpenRouter models into your self-hosted Perfex CRM, using your own API keys — no subscription.
Perfex CRM Modules
Professional modules that extend your CRM without modifying core files.
Flavor
Make Perfex CRM feel like your own — themes, dark mode, a custom dashboard and Cmd+K speed
Multi-Company Contacts
Assign contacts to multiple companies with roles
Site Monitor
WordPress maintenance for your client sites — monitor, update, back up and report, all from Perfex CRM
Estimate to Project
One click from an accepted estimate to a pre-filled project
CRM Chat Pro
The real-time Perfex CRM chat module — team & client messaging with project channels and ticket conversion
AI Team
Four new employees for a one-time €69 — they do the prep work, you decide. Right inside your Perfex CRM.
Translation Manager
Your Perfex CRM in your customers' language — €39 one-time, and you never touch a language file by hand again.
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 and estimate drafting with CRM context
AI Suite — Smart Tasks
AI task prioritization, workload analysis, and daily focus