Sociably AI

AI assistant for your Perfex CRM. Access client briefings and chat from any tab.

Sociably AI brings your Perfex CRM data into every browser tab. Instead of switching back and forth to your CRM, just click the Sociably icon and ask anything about any client. What it does: — Daily briefing: overdue invoices, expiring contracts, revenue summary — Search any client and get an instant AI briefing — Ask plain-language questions: "How much does this client owe?" "When does their contract expire?" — Works in any language — Greek, English, French and more — Secure: your license key is domain-locked to your Perfex CRM Who it's for: Digital agencies, hosting companies and service businesses running Perfex CRM who want to spend less time clicking through records and more time talking to clients. Requirements: — Perfex CRM installation with the Sociably ClientPortal AI module (available at app.sociably.media) — A Sociably license key Privacy: Sociably only connects to api.sociably.media. No browsing data is collected. Your CRM data is used only to answer your questions and is never stored or shared.