AI Project Analyzer for Perfex CRM
Preview AI Project Analyzer 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 Project Analyzer for Perfex CRM enables you to efficiently generate and
share intelligent project analyses with AI, saving time and enhancing team
communication.
→ LIVE DEMO
Click below to test the module
Email: [email protected]
Password: password
FEATURES
Multiple AI Provider Support: Select from leading AI
providers such as OpenAI, Gemini, Claude, and Deepseek, with additional
integrations planned. This flexibility ensures you can choose the provider
that best fits your project needs.
Generate AI Analysis: Automatically generate detailed,
AI-powered project analyses using real-time project data. This provides
valuable insights tailored to your specific context.
Download Analysis: Easily download the generated analysis as
a professionally formatted PDF, perfect for reporting, documentation, or
sharing with stakeholders.
Send Analysis via Email: Instantly email the generated
analysis to clients, team members, or other stakeholders with just one click,
saving time and streamlining communication.
Custom Prompt Templates: Create, save, and reuse personalized
prompt templates that dynamically incorporate project-specific variables,
making it easy to maintain consistency across analyses.
Customizable Tones: Direct the AI to generate content in
various tones—such as formal, friendly, professional, or casual—to match your
brand voice or audience expectations.
Multi-Language Support: Generate project analyses in any
language supported by your chosen AI provider, enabling global accessibility
and communication.
Attach Files for Context: Upload relevant documents or files
to give the AI additional context, ensuring more accurate, relevant, and
comprehensive responses.
Custom Instructions: Fine-tune the AI’s behavior by adding
specific instructions that guide how the analysis should be structured or
presented.
AI Usage Analytics: Monitor AI usage with detailed analytics,
including token consumption, cost estimates, and the specific model used for
each request.
Cron Job Processing: Automate and scale large analysis
operations with background processing via cron jobs, ideal for handling
high-volume or scheduled tasks efficiently.
Staff Permissions: Manage team access with granular
permissions that control who can generate, download, send, delete analyses,
manage templates, or view usage analytics.
SCREENSHOTS
Empty State
Generate Analysis
AI Analysis
Analysis PDF
Send Analysis to Email
Prompt Templates
Add Template
Usage Analytics
Settings
DOCUMENTATION
SUPPORT
If you have any questions, issues, or suggestions, please contact us through
the Support Page or email us at
[email protected]
CHANGELOG
Version 1.0 – 11 June, 2025
Initial release.
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