AI Assistant Module For Perfex CRM
Note: This is a module for Perfex CRM. Not a standalone script.
Our demo server uses a shared test environment. Due to high traffic and API rate limits, the AI engine may occasionally experience delays or timeout responses. When you purchase and install the module, you will use your own dedicated API key, ensuring lightning-fast and uninterrupted performance.
Supercharge your Perfex CRM with the power of modern AI! Automatically analyze financial documents to create expenses, invoices, and new customer profiles directly into your CRM using advanced Artificial Intelligence.
Bring your own API Key: You can seamlessly use your own Gemini API Key. Pay only for what you use, with zero mandatory monthly subscriptions!
The most efficient way to automate your data entry: Expenses, Invoices, and Customer creations are now at your fingertips!
Username : demo@demo.com
Password : 1234
Key Features
- AI Expense Creator: Upload any expense receipt or financial document. The AI automatically extracts the vendor name, absolute total paid amount, date, and intelligently matches it with your database categories to log the expense instantly.
- AI Invoice Creator: Process sales and financial documents effortlessly. It extracts customer names, dynamic ISO currencies, final amounts, general discounts, and issue dates, breaking down line items (item name, description, quantity, rate, tax rate, and tax amount) to create invoices automatically.
- AI Customer & Contact Creator: Scan business cards, institutional documents, or corporate identities. Automatically creates a detailed Customer Profile mapped directly to Perfex CRM fields .
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