Hi everyone,
I've built AI Suite because I was tired of stitching together n8n workflows, Zapier zaps, and API middleware just to get basic AI features into Perfex CRM.
AI Suite runs natively inside Perfex CRM. No external tools. No automation platform. No webhook chains.
Don't have an API key yet? Sign up at OpenRouter, grab a free model, and you're running AI in your CRM at zero cost.
What it does:
- Customer 360 — One-click AI profile of any client: payment behavior, relationship health, risks, concrete recommendations
- Smart Tickets — Summarizes long threads, detects sentiment, suggests replies
- Lead Scoring — Every lead gets a score (0-100). Hot, warm, or cold — at a glance.
- Follow-Up Engine — AI tells you who to call, email, or meet next
- Smart Documents — AI drafts proposals and estimates from project context
- Revenue Forecast — Pipeline analysis with AI-driven predictions
- Smart Workflows — 10 ready-made templates for common CRM tasks
- Smart Tasks — AI prioritizes tasks and spots quick wins
-
No extra tools needed:
- No n8n, Make, or Zapier
- No webhook configuration
- No middleware or external servers
- Everything runs inside your Perfex CRM
Get started:
- Use OpenRouter with a free model (e.g. Google Gemma, Llama) — no credit card needed
- Upgrade to OpenAI, Claude, or Gemini anytime
- 200+ models available, assign different models to different features
27 languages. GDPR compliant with automatic PII redaction. Perfex CRM 3.x, PHP 8.0+.
Live Demo: https://demo.custom-perfexcrm.com
Website: https://custom-perfexcrm.com
Happy to answer any questions!
