Plans, dunning and revenue reports for recurring services.
Draft replies, summarize leads and suggest next steps.
Delivery
Delivered to My purchases in your account within 24 hours of purchase. Questions first? Email [email protected].
Features
- Reply drafts
- Lead summaries
- Next-step suggestions
- Bring your own AI key
Requirements
Requires a licensed Perfex CRM installation. Tell us your version after purchase.
Elitepath Software is independent. Perfex CRM and other platform names belong to their respective owners.
Need it to work differently?
Tell us what you would like changed or added to AI Sales Copilot for Perfex CRM. Our developers review every request and reply by email with a quote and timeline.
- New features, workflow changes, reports and integrations
- Branding, translations and layout changes
- No obligation: you approve the quote before any work starts
Small change? Order the customization service from $79.00
| Category | Perfex CRM |
|---|---|
| Compatible with | Perfex CRM |
| Support | 6 months included. Extend to 12, 18 or 24 months when you buy. Installation & setup available for $79.00. |
| Delivery | Delivered to My purchases within 24 hours of purchase |
| License options | Regular ($249.00) · Extended ($749.00) |
| Layout | Responsive, high resolution |
| Tags | Perfex CRMAI Sales CopilotModule |
Related products
Answer common tickets from your knowledge base.
Pipeline, revenue and staff performance dashboards.
Automate lead, invoice and task actions with no code.


