Sociably AI monitors every client in your Perfex CRM, predicts what needs attention before it becomes urgent, and puts the right action — draft, call, renew — one click away.
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You built a professional agency.
Your CRM should work as hard as you do.
Not dashboards. Not reports. Specific outcomes, ready to execute in one click.
Know your entire client portfolio the moment you open your CRM. Every client scored 0–100. Every risk surfaced. Every opportunity visible — before you open a single client file.
Click a client and Sociably immediately surfaces what matters: unpaid invoices, expiring contracts, health score, last notes. No questions. The brief is ready before you form one.
"Click → brief" — zero friction.
Based on each client's situation, Sociably shows you exactly what to do: draft a payment reminder, prepare a call script, write a renewal proposal. One click drafts it. You review. You send.
Sociably reads the notes your team leaves — preferences, concerns, commitments, call outcomes — and uses them to adapt every brief and every suggestion. The AI knows Maria prefers phone calls. It surfaces the call script first.
Private by design. Never shown to clients.
Every Monday at 8am, a portfolio summary lands in your inbox. Contracts expiring this week. Revenue vs last month. At-risk accounts that need a call. Your week, planned before you start it.
Your AI follows you across every surface. Same intelligence. Same context. Wherever you work.
Admin notes, call outcomes, client preferences — Sociably learns from everything your team records and uses it to sharpen every brief, every action, every suggestion.
The longer you use it, the smarter it gets about each client.
While your team uses Sociably to manage relationships, your clients will soon be able to use it too — asking about their own invoices, understanding their contracts, getting guided through renewals.
Complete visibility for your team. Complete clarity for your clients.
We started with Perfex CRM because that's where digital agencies live. But the intelligence layer we've built is CRM-agnostic. Any CRM that exposes an API can connect to Sociably.
WooCommerce. HubSpot. Zoho. Custom-built. If your client data lives there, Sociably can read it, score it, and surface what matters.
Perfex is where we proved it works. The rest is what's coming.
"Agency work is full of brilliant people doing repetitive work. Every client question answered manually, every status check, every 'can you send me my invoice?' — that's time stolen from growth.
We believe every agency deserves an AI that knows their business as well as they do. One that works inside the tools they already use. One that sees problems before they happen.
Sociably is that AI. And we're just getting started."
— George Kastritseas, Founder · Themelio / Sociably
Start with the annual plan — includes your module license, updates, support, and 365 free daily briefings. Top up chat credits anytime from inside your Perfex CRM.
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