AI Assistant Module For Perfex CRM – SnoopTool Deal

AI Document Scanner & Data Entry Automation for Perfex CRM

Turn invoices, receipts, business cards, and company documents into ready-to-review Perfex CRM records.

AI Assistant for Perfex CRM helps your team reduce repetitive data entry. Upload an image or PDF, let Google Gemini extract the relevant information, review or edit the detected fields, and save the result using native Perfex CRM workflows.

Create expenses, invoices, customers, contacts, and incoming payments without manually copying every field.

Try the Live Demo
Username: demo@demo.com
Password: 1234

How It Works

Upload a document as an image or PDF.
Gemini AI reads the document and extracts the relevant fields.
Review and edit the detected i

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