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Manage email inside Perfex CRM with MailboxAI, a webmail module with AI email assistance, mailbox tools and CRM-focused communication workflows.

Embed OpenAI Agents and Workflows in Perfex CRM with no-code AI chat bubbles, multi-chat, admin/client visibility, prompts and audience targeting.

Ask questions in natural language and turn Perfex CRM data into charts, tables, PNG/PDF/CSV exports and saved reporting history.

Manage properties, tenants, rent invoices, payments, leads, maintenance requests, tasks, reports and property landing pages inside Perfex CRM.

Recover Perfex CRM faster with Rescue Mode, a failsafe module that helps disable problematic modules and restore access after errors or downtime.

Customize Perfex CRM emails with EmailCanvas, an email template builder with presets, merge fields, file manager, HTML content and template testing.

Create QR codes inside Rise CRM with an easy QR generator module for links, contact details, business actions and shareable CRM workflows.

Add OpenAI-powered chat, image generation, audio transcription, translation, AI templates and document tools to Rise CRM with SynthAI.

Create and manage staff approval requests in Perfex CRM with custom request types, approval fields, notifications, email alerts, permissions and Kanban tracking.

Create and manage AI-powered blog posts in Perfex CRM with SEO templates, categories, languages, scheduling, search, themes and client portal publishing.

Send targeted email and SMS campaigns in Perfex CRM with lead and customer filters, templates, scheduling, unsubscribe tools, reports and integrations.

Create manual and automated reports in Perfex CRM with 20+ report types, PDF downloads, email delivery, permissions and business insights.