AI-Powered Natural-Language Reporting Module for Perfex CRM

Other Perfex Modules

NOTE: This is not a standalone module, the module requires Perfex CRM application installed, this is a module for Perfex CRM.

NOTE: This module requires SQLenz API Key

NOTE: Please feel free to contact us at lenzcreativee@hotmail.com for a complimentary module consultation and to discuss your ideas. We look forward to assisting you.

Introduction to AINL Reports – AI-Powered Natural-Language Reporting Module for Perfex CRM

AINL Reports brings the power of conversational AI directly into your Perfex CRM. Gone are the days of writing complex SQL or wrestling with chart builders—simply type what you need in plain language (in any language!), and AINL Reports instantly delivers interactive visualizations and detailed data tables. Empower your team to answer questions like “hours worked per staff member this month,” “total customers by countrry,” or “total paid invoices this quarter” without IT support, then export everything as PNG, PDF, or CSV with a single click.

Key Features

• Multilingual Natural-Language Interface
  Ask questions in English, Español, Français, Deutsch, and more—AINL Reports understands them all.
• Instant Interactive Charts
  Generate bar, line, pie, and area charts on the fly. Drill down into the numbers, hover for details, and tailor layouts without writing a single line of code.
• Comprehensive Data Tables
  See your raw data side-by-side with charts. Scroll through results in a fully responsive table.
• One-Click Exports
  Download polished visuals as PNG or PDF, or grab the underlying data in CSV for further analysis—perfect for presentations, client reports, or simply archiving.
• History & Reuse
  Automatically save every query you run. Recall your last 10 prompts in one click, repopulate the search box, and refresh results in seconds.
• Seamless Perfex CRM Integration
  No extra dashboards or external logins. AINL Reports lives in your admin navbar and respects your existing user permissions and security settings.
• Lightweight & Secure
  Built with best practices in mind—minimal performance overhead, secure API calls, and full control over data caching.

Why You’ll Love Our Product

• Speed Up Decision-Making: Empower non-technical staff to get answers instantly—no more waiting on developers.
• Enhance Collaboration: Share exports across your team and stakeholders in seconds.
• Boost Productivity: Eliminate manual report building; let AI handle the heavy lifting.
• Future-Proof Your CRM: Stay ahead of the curve with natural-language analytics that adapt as your questions evolve.

Ready to transform your reporting?
Install AINL Reports today and turn every team member into a data superstar—no SQL required.

AI-Powered Natural-Language | Modal

AI-Powered Natural-Language | Latest Queries

AI-Powered Natural-Language | Query Result

AI-Powered Natural-Language | Top Menu

1. Login to Perfex CRM
2. Goto Module > Installed Addons
3. Select upload.zip
4. Click “install” button to complete the installation.
5. Done & Enjoy.

This module has been meticulously crafted by highly experienced Perfex Developers. You can expect clean code, robust functionalities, and seamless integration with Perfex CRM, completely independent of the core framework.

Version 1.0.0 25.07.2025

Initial version