Perfex CRM module — available now

Your agency runs on
relationships.
Now it runs on
intelligence too.

Stop answering the same client questions twice. Sociably AI knows every invoice, contract and note in your CRM — and answers instantly, in any language.

Get the module See how it works

No account needed · Single domain license · Credits never expire

crm.youragency.com/admin/clients
Daily Briefing
OVERDUE · 47 DAYS
Acme Digital Ltd
€3,200 · Invoice #1042
OVERDUE · 12 DAYS
Meridian Group
€1,800 · Invoice #1058
CONTRACT · 14 DAYS
Bluewave Studio
Retainer agreement expiring
€8,420
today's revenue
6
new invoices
Talking toAcme Digital Ltd
What's the status with Acme?
Acme Digital has 2 unpaid invoices totalling €5,200. Invoice #1042 (€3,200) is 47 days overdue. Their SEO retainer renews in 28 days. Last note: budget review in Q2. I'd recommend a follow-up call this week.
Draft a polite payment reminder
Sure — ready to send or copy to clipboard?
Ask anything about this client...
01 · The problem
—Your clients email asking about invoices you already sent.
—Your team searches through records to answer questions they've answered before.
—You built a professional operation. It shouldn't feel like this.
02 · What it does

Every feature is a
reason to install it.

Built specifically for Perfex CRM. Plugs in in minutes. Works from day one.

Instant answers for your team
Staff ask the AI about any client and get a full briefing — invoices, contracts, notes — in seconds. No searching, no clicking.
Available now
Your clients ask too
Clients can query their own invoices, contracts and account status — without calling you. You answer less. They trust you more.
Available now
Daily briefing, zero effort
Every morning: overdue invoices, expiring contracts, today's revenue. Everything that needs attention, surfaced automatically.
Available now
It remembers everything
Notes, context and history stored per client. The AI knows what was agreed, what was said, and what matters — every time.
Available now
Any language
Responds in whatever language your client writes in. Greek, English, French, German — it detects and adapts automatically.
Available now
Single domain license
One license, one CRM. Your data never leaves your server. Credits never expire. Pay once, use forever — top up when you need more.
Secure by design
03 · How it works

Up and running in
under 5 minutes.

No servers to configure. No API integrations to build. Just install and go.

STEP 01
Download & install the module
Upload the ZIP to your Perfex CRM admin panel. Activate. The AI Assistant tab appears on every client profile instantly.
STEP 02
Enter your license key
Paste your API key in Settings. The module connects to Sociably API — domain-locked to your CRM. No key works on any other domain.
STEP 03
Start asking questions
Click the AI button on any client. Ask anything. Your team gets answers in seconds. Your clients can too — right from the widget.
04 · The ecosystem

Sociably works
where you work.

We started with Perfex CRM because that's where agencies live. But the AI should follow you everywhere.

Live now
Perfex CRM module
AI Assistant tab on every client profile. Floating widget with daily briefing. Full context from your CRM data.
Coming soon
Chrome extension
Access your Sociably AI from any tab. Overlay it on your CRM or use it standalone — your license key, your data, anywhere.
Coming soon
WordPress plugin
Embed the Sociably AI widget on your WordPress site. Your clients get a chat interface connected to their account data.
Coming soon
Slack app
Ask your AI directly from Slack. Type a client name and get a full briefing without leaving your workspace.
05 · Why we built this
"We built Sociably because 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 their clients can talk to directly.

Sociably is that AI."
GK
George Kastritseas
Founder · Themelio / Sociably
06 · Pricing

Pay for what you use.
Nothing more.

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.

Annual Subscription
€79 / year
Module license + 12 months of updates + support + 365 free briefing credits
Get annual plan →
Chat credits sold separately below
Core
€9
1,000 credits
  • ~1,000 AI responses
  • Single domain license
  • All features included
  • Credits never expire
Available in-app after purchase
Growth
€35
5,000 credits · Save 22%
  • ~5,000 AI responses
  • Single domain license
  • All features included
  • Credits never expire
Available in-app after purchase
Most popular
Pro
€79
15,000 credits · Save 41%
  • ~15,000 AI responses
  • Single domain license
  • All features included
  • Credits never expire
Available in-app after purchase
Agency
€199
50,000 credits · Best value
  • ~50,000 AI responses
  • Single domain license
  • All features included
  • Credits never expire
Available in-app after purchase

Already a customer? Top up credits directly from Perfex CRM → ClientPortal AI → Buy Credits