AI Reports Module for Perfex CRM

Note: This is not a standalone script. This is a module for Perfex CRM. You must install Perfex – Powerful Open Source CRM to be able to use this module.

AI Reports transforms your CRM data into polished, decision-ready business reports in minutes without leaving Perfex CRM. It gives your team a faster, cleaner reporting workflow that keeps insights consistent, professional, and easy to share.

→ LIVE DEMO

Click below to test the module

Email: john@example.com
Password: password

NEW UPDATE

New AI models: Added new OpenAI, Gemini, and Anthropic models with updated pricing.

Scoped report generation: Templates can now be configured to generate reports for a single Client, Project, or Lead, with matching selector support in Report Builder and scoped data filtering.

FEATURES

Dashboard: Track report analytics, generation trends, AI breakdown, and recent reports.

Reports: Manage all generated reports with filtering, quick actions, and report version visibility.

Report Builder: Generate reports with language, tone, instructions, attachment context, queue, and scheduling options.

Templates: Manage all templates in one table with quick actions for edit and delete.

Template Builder: Build reusable report templates with prompt-driven sections and data source variables.

Report View: Read polished report output with charts, timeline, recommendations, comments, sharing, email sending, export, and compare mode between versions.

Report Comments: Collaborate with staff using threaded comments, editing, and mentions.

Report Compare: Compare the latest report version against previous versions side by side.

Share: Enable secure public sharing with tokenized links and version-aware access.

Send to Email: Send report links directly to staff and customers using dynamic variables.

Export as HTML: Export a clean, styled HTML version of any report version.

Scheduling & Queue: Automate report generation through cron-based queue processing with retry handling.

Settings: Configure AI provider/model, report defaults, notification targets, and cron/retry behavior.

DOCUMENTATION

SUPPORT

If you have any questions, issues, or suggestions, please contact us through the Support Page or email us at support@maniss.dev

CHANGELOG

Version 1.1.0 – 01 May, 2026

NEW: Added new AI models with updated pricing (OpenAI, Gemini, Anthropic) NEW: Added scoped report generation by single Client, Project, or Lead

Version 1.0.0

Initial release.