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AI Project Analyzer for Perfex CRM

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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

AI Project Analyzer demo

 

Email: [email protected]
Password: password

NEW UPDATE

Introducing Grok (xAI) & OpenRouter support: Access xAI’s advanced Grok models for powerful AI analysis, or use OpenRouter to connect to multiple AI providers through a single account.

FEATURES

Multiple AI Provider Support: Select from leading AI providers such as OpenAI, Gemini, Claude, Deepseek, Grok (xAI), and OpenRouter 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

Empty State
 

Generate Analysis

Generate Analysis
 

AI Analysis

AI Analysis

AI Analysis
 

Analysis PDF

Analysis PDF
 

Send Analysis to Email

Send Analysis to Email
 

Prompt Templates

Prompt Templates
 

Add Template

Add Prompt Template
 

Usage Analytics

Analytics
 

Settings

Settings

DOCUMENTATION

Online 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 1.0.2 – 28 June, 2025

NEW: Added Grok (xAI) support NEW: Added OpenRouter support for accessing multiple AI models UPDATED: Enhanced max token limits for all models IMPROVED: Better error handling for API responses

Version 1.0.1 – 24 June, 2025

FIXED: Gemini timeout issue

Version 1.0 – 11 June, 2025

Initial release.

Support

Need support? Throw us an email at [email protected] we're always glad to help you 🙂

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