About this product
Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin.
Turn Perfex CRM into an AI-powered workspace — without compromising security.
Have you been wondering how you can use natural language to ask natural questions about CRM data
1) List my open leads and summarise the newest 5.
2) What invoices are unpaid? Give me the top overdue ones.
3) Create a support ticket for billing issue on client name Acme
4) Find customer Acme and add a note that we demoed today.
Give your team an in-admin AI assistant with live CRM context, connect Cursor or Claude Desktop over a secure remote MCP URL , expose a scoped REST API, and r
