Overview
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.
Details
- Version2.1.4
- UpdatedApril 21, 2026
- FeaturesOffers in-app purchases
- Offered byyorgokastri
- Size16.48KiB
- LanguagesEnglish
- Developer
Email
support@mail.sociably.ladesk.com - Non-traderThis developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.
Privacy
Sociably AI has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.
Sociably AI handles the following:
This developer declares that your data is
- Not being sold to third parties, outside of the approved use cases
- Not being used or transferred for purposes that are unrelated to the item's core functionality
- Not being used or transferred to determine creditworthiness or for lending purposes
Support
For help with questions, suggestions, or problems, visit the developer's support site
