Anna – AI-Powered Copilot for Perfex CRM

Note: This is not a standalone module. It requires the Perfex CRM application, which can be purchased here.

Important: Anna relies on a secure, cloud-based AI engine hosted by us to process requests and return intelligent responses. You do not need to configure API keys or install additional services. A Freemium plan is included with your purchase (active as long as your license is supported), and an optional Professional plan is available for higher usage needs.

Anna – AI-Powered Copilot for Perfex CRM

Smartest and one of its kind AI Assistant for Perfex CRM

Stop clicking through endless menus. Talk to your CRM like never before.

• Natural Language Interface – Ask questions instead of searching
• Instant CRM Access – Search, create, and manage records in real-time
• No Training Required – Zero learning curve for your team

Transform your CRM experience today!

⚡ Live Demo

Experience Anna before you buy!

• URL: https://demo.myperfexcrm.com/admin
• Email: john@myperfexcrm.com
• Password: 12345678
• Look for: Anna chat button in the bottom right corner

Pro Tip: Try asking “Show me all customers” or “What invoices are unpaid?”

✨ Turn Complex Tasks Into Simple Questions

Why click through 5 menus when you can just ask?

• “Show me all unpaid invoices from this month”
• “Create a new customer for ABC Company”
• “What tasks are due tomorrow?”
• “Find all leads from the website”

Your AI assistant understands and gets it done instantly!

Plans & Pricing

Freemium Plan (Included with License)

• Perfect for small teams
• Includes all core features
• No credit card required
• Valid as long as your Codecanyon license is supported

Professional Plan ($24/month)

• 4x more capacity
• Priority processing
• Ideal for teams using Anna heavily

Both plans include all features – only usage limits differ.

Real Use Cases

For Business Owners & Managers

• “What’s our revenue this month?”
• “Tell me about our top 5 customers”

For Sales Teams

• “Find all hot leads from last week”
• “Create a proposal for John Smith”

For Project Managers

• “List all overdue tasks”
• “Who’s working on Project X?”

For Account Managers

• “Check payment status for Invoice #1234”
• “Which contracts expire next month?”

Why Anna Changes Everything

Before Anna:

• Click through menus
• Train your team on workflow
• Waste time on routine tasks

After Anna:

• Ask and get instant answers
• No training needed
• Save hours every week

Beautiful, Modern Interface

Features:

• Floating chat button
• Elegant drawer design
• Real-time responses
• Conversation history per user
• Cross-tab sync
• Fully mobile-friendly

⚙️ Easy Setup

1. Upload the module to your Perfex CRM
2. Activate it from the admin panel
3. Start chatting immediately using your Freemium plan (included with license)!

No additional configuration required. Works out of the box.

Important Notes

• Anna connects securely to our hosted AI engine to process your requests.
• No customer or CRM data is stored on our servers at any time.
• All communication is encrypted and protected with enterprise-grade security.
• The included Freemium plan is valid as long as your Codecanyon license is supported.
• No API keys or technical setup is required to start using Anna.

‍♀️ Frequently Asked Questions

Do I need OpenAI or API keys?
No. Anna uses our secure AI backend to handle everything. You don’t need to configure anything.

Is the Freemium plan really free?
Yes. The Freemium plan is included with your purchase and remains active as long as your license is supported.

Can I upgrade anytime?
Yes. You can upgrade to the Professional plan at any time directly from the module.

Is this a SaaS?
Not exactly. You are buying a Perfex CRM module that connects to our AI engine for intelligent responses. There’s no separate SaaS dashboard or login required.

Do you store any CRM or customer data?
No. We do not store or log any customer or CRM data. All data is processed in memory and discarded immediately after the response is generated.

Is communication between Perfex and your AI backend secure?
Yes. All data is encrypted during transmission and handled over secure HTTPS with authentication. No third parties are involved.

What if your server goes down?
We maintain high uptime with active monitoring. If our backend is unavailable, Anna will show a friendly offline message until service is restored.

Can multiple users use Anna simultaneously?
Yes. Each CRM user gets their own assistant with private chat history. Usage limits apply per workspace/account.

Does Anna support all modules in Perfex?
Anna supports all core modules like Invoices, Customers, Projects, Tasks, Leads, Proposals, etc., and we’re constantly expanding coverage.

Is it mobile friendly?
Yes. The chat interface is fully responsive and works great on desktop, tablet, and mobile devices.

Can I self-host the AI logic?
This version does not include self-hosting for the AI engine. All logic runs securely on our servers. If you’re interested in self-hosted enterprise options, please contact us.

Transform Your CRM Experience Today

• Reduce team training time
• Make CRM usage enjoyable
• Speed up sales, support, and project workflows
• Start free, scale as you grow

Ready to talk to your CRM instead of clicking through it?

Anna – Making CRM Simple Through Conversation.