AI Assistant Module For Perfex CRM

AI Document Scanner & Data Entry Automation for Perfex CRM

Turn invoices, receipts, business cards, and company documents into ready-to-review Perfex CRM records.

AI Assistant for Perfex CRM helps your team reduce repetitive data entry. Upload an image or PDF, let Google Gemini extract the relevant information, review or edit the detected fields, and save the result using native Perfex CRM workflows.

Create expenses, invoices, customers, contacts, and incoming payments without manually copying every field.

Try the Live Demo
Username: demo@demo.com
Password: 1234

How It Works

1. Upload a document as an image or PDF.
2. Gemini AI reads the document and extracts the relevant fields.
3. Review and edit the detected information before saving.
4. Create the record directly inside Perfex CRM.

Four AI-Powered Workflows

AI Expense Creator

Upload a receipt or financial document and extract information such as the vendor, paid amount, date, and expense category. Review the result and create the expense in Perfex CRM.

AI Invoice Creator

Convert sales and financial documents into Perfex CRM invoices. The module can detect customer information, currency, issue date, discount, totals, and detailed line items including name, description, quantity, rate, and tax information.

AI Customer & Contact Creator

Scan business cards, company documents, or corporate identity files. Extract customer and contact information, review the mapped fields, and create the customer profile and contact directly in Perfex CRM.

AI Incoming Payment Receipt Scanner

Upload an incoming payment receipt and extract the amount, payment date, transaction ID, and payment method. The module can help match the detected information with an existing customer and unpaid invoice before recording the payment.

Why Use AI Assistant?

• Reduce manual data entry: Stop copying document fields one by one.
• Review before saving: Users remain in control of the final CRM record.
• Works inside Perfex CRM: No separate dashboard is required.
• Use your own Gemini API key: No mandatory subscription charged by this module.
• Granular staff permissions: Control access to customer, expense, invoice, and payment tools.
• Upload history: Review recently processed documents and open created records.
• Image and PDF support: Process common scanned-document formats.

Ideal For

• Accounting and finance teams processing receipts and invoices
• Sales teams creating customer and contact records
• Agencies managing financial documents for multiple clients
• Perfex CRM users who want faster document-based data entry

Requirements & Important Information

• This is an add-on module for Perfex CRM. It is not a standalone application.
• A Google Gemini API key is required.
• Gemini API usage, pricing, quotas, and availability are managed by the API provider.
• AI extraction accuracy may vary depending on document quality and layout. Always review detected data before saving.

Shared Demo Notice: The live demo uses a shared test environment and shared API limits. AI responses may occasionally be delayed or time out. After installation, you can use your own Gemini API key and quota.

View Documentation

Change Log

Version 1.0.1 – 20 July 2026

• Added incoming payment receipt scanning and payment recording workflow.