Description
AI-Powered Natural-Language Reporting Module for Perfex CRM
AINL Reports brings the power of a conversational AI-Powered Natural-Language Reporting Module for Perfex CRM. Gone are the days of writing complex SQL or wrestling with chart builders—simply type what you need in plain language (in any language!), and AINL Reports instantly delivers interactive visualizations and detailed data tables. Empower your team to answer questions like “hours worked per staff member this month,” “total customers by countrry,” or “total paid invoices this quarter” without IT support, then export everything as PNG, PDF, or CSV with a single click.
Key Features
- Multilingual Natural-Language Interface
Ask questions in English, Español, Français, Deutsch, and more—AINL Reports understands them all. - Instant Interactive Charts
Generate bar, line, pie, and area charts on the fly. Drill down into the numbers, hover for details, and tailor layouts without writing a single line of code. - Comprehensive Data Tables
See your raw data side-by-side with charts. Scroll through results in a fully responsive table. - One-Click Exports
Download polished visuals as PNG or PDF, or grab the underlying data in CSV for further analysis—perfect for presentations, client reports, or simply archiving. - History & Reuse
Automatically save every query you run. Recall your last 10 prompts in one click, repopulate the search box, and refresh results in seconds. - Seamless Perfex CRM Integration
No extra dashboards or external logins. AINL Reports lives in your admin navbar and respects your existing user permissions and security settings. - Lightweight & Secure
Built with best practices in mind—minimal performance overhead, secure API calls, and full control over data caching.
Why You’ll Love Our Product
- Speed Up Decision-Making: Empower non-technical staff to get answers instantly—no more waiting on developers.
- Enhance Collaboration: Share exports across your team and stakeholders in seconds.
- Boost Productivity: Eliminate manual report building; let AI handle the heavy lifting.
- Future-Proof Your CRM: Stay ahead of the curve with natural-language analytics that adapt as your questions evolve.
