Turn Perfex CRM into an AI-First Command Center
One module, built specifically for your self-hosted Perfex CRM database. YazFex AI combines a context-aware conversational assistant with 25 premium BI dashboards — all in a single install.
Self-hosted. Your records, billing, and credentials remain 100% on your own server.
Siloed analytics slow you down. YazFex brings clarity directly to your CRM.
Most organizations do not need another data silo or a complex external warehouse. They need fast answers from the records they operate every single day.
YazFex bridges the gap between raw database entries and everyday leadership actions, working directly inside your Perfex CRM.
No External Database Storage
All data stays on your own PHP/MySQL environment.
Secure Model Bridges for DB Writes
AI writes route through Perfex's core models so hooks and computations stay correct.
Verification-Minded Engineering
Silent success is treated as a design bug. Our database toolkit forces AI-driven operations to be double-checked against stored row states.
Everything in One Install
YazFex AI is a single Perfex CRM module that bundles BI dashboards, an AI assistant, database tools, and a knowledge base — all under one roof.
YazFex AI
One module. Complete power.Install a single module into your Perfex CRM and unlock 25 BI dashboards, an AI conversational assistant, database tools, knowledge base management, and Executive Pulse — all working together seamlessly.
AI Settings
Configure API keys & LLM providers
DB Tools
Control AI read & write access
Knowledge Base
Knowledge base files for the AI
YazFex App
Analytics dashboards & insights
Step inside the Dashboards
Real screenshots from a live Perfex CRM installation. Toggle tabs to explore the dashboards your team will use every day.
Executive Pulse Dashboard
The flagship cross-module command center. AI-generated insight cards, a live highlights ticker, KPI comparison bars, and actionable recovery plans — all grounded in your current Perfex snapshot.
Real Prompts. Real Results.
These are actual conversations with YazFex AI — creating CRM records, building call sheets, triaging tickets, and onboarding new hires. No mockups.
Create Client from URL
Database CRUD + Web Scraping
"Add this as new client and extract information from https://www.fibertite.com/"
AI crawled the website, extracted company data, and inserted a verified CRM record — company, phone, address, email — all in one prompt.
Today's Call Sheet
Sales Intelligence
"Give me today's top 10 call sheet with contacts, amounts, and opening lines"
AI analyzed CRM data, ranked contacts by estimate value and urgency, and generated personalized sales opening lines for each call.
Ticket Triage Plan
Support Intelligence
"Triage my open tickets by customer revenue and urgency"
AI ranked tickets by customer value, elapsed age, and generated concrete next-step actions with direct contact details.
New Hire Onboarding
Team Intelligence
"Onboard Junaid as Sales Executive — analyze the CRM and create his 72-hour sprint plan"
AI analyzed the full CRM snapshot, flagged revenue drops and project bottlenecks, and built a personalized 3-day action plan.
Web scraping, DB writes, lead sprints, playbooks, and more — all from real Perfex CRM data.
Who gets the most from YazFex?
Optimized for teams operating mid-to-enterprise level self-hosted Perfex instances.
Operations & Finance Managers
See quarter trends, receivables pressure, expense mix, and invoice aging without exporting to spreadsheets first.
Project & Delivery Leads
Track tasks, timesheets, and project throughput in one place, then ask the assistant to explain bottlenecks using the same numbers on screen.
Support Leaders
Monitor open tickets, response signals, and knowledge base activity next to customer revenue context.
Agencies & Partners
Offer a differentiated analytics and AI layer with clear module boundaries, activation flows, and documentation friendly to IT handover.
All 23+ Dashboard Modules
YazFex App maps specifically to Perfex database entities. Browse our complete roster.
See Every Dashboard in Action
Captured from a live Perfex CRM installation. These are the actual screens your team will work with — no mockups, no placeholders.
Executive Pulse
AI-powered cross-module command center with KPI strips, AI insight cards, and business health comparisons
Ready to see your Perfex CRM data like never before?
Install YazFex modules on your staging server today. Connect your database, scan the tables, and activate your workspace in minutes.