Software your business runs on.
Four products are live in production on our own two businesses; two more are in active development. Take what you need — we'll integrate it and operate it with you.
Operations Brain
An AI operations manager that reads every conversation and tells your team the next move.
It ingests every WhatsApp and CRM event into a knowledge graph, then drops 'next-best-action' cards onto staff desks. Our team edits and sends — the AI never messages a customer on its own.
- Knowledge graph over WhatsApp + CRM
- Suggestion desks coach staff — never auto-send
- Lead Desk live; Care & Partner desks rolling out
Cloud Telephony / IVR
Every call routed, recorded, transcribed and matched to the right record.
Inbound calls pop the matching record on-screen and route to the right person; missed calls become tracked callbacks; every call is logged, recorded and transcribed back into the CRM.
- Click-to-call + smart inbound routing
- Missed-call → callback workflow
- Recordings transcribed (~0.95 confidence)
WhatsApp Vault
A tamper-proof archive of every customer WhatsApp message, linked to your CRM.
A read-only, append-only mirror of your WhatsApp Business history — immutable, hash-chained, searchable, and auto-linked to CRM contacts, with GSTIN/PAN/email extracted from message bodies.
- Immutable, hash-chained audit trail
- Auto-linked to CRM contacts
- Entity extraction: GSTIN / PAN / email
CRM & Sales Automation
From first lead to paid invoice — GST-aware and automated end to end.
Leads self-populate from your website and inbox; proposals generate from a one-liner; invoices are GST-correct; payment links go out — the whole pipeline scripted on Perfex CRM.
- Lead → proposal → invoice → payment
- GST-correct (CGST / SGST / IGST)
- Email-to-lead & email-to-ticket pipelines
DeadlineGuard
OCR your documents, score the risk, and never miss a renewal or expiry again.
Drop in a document; one multimodal AI call reads it, deterministic rules score the expiry risk, and the system chases the date for you. In development — we're gating it behind a strict accuracy bar before launch.
- One multimodal AI call per document
- Deterministic expiry rules
- In development — early access
WorkLens
We watch how your team actually works, then build the automations that remove the busywork.
With consent, it records how a role actually works, mines the repetitive tasks, and proposes the automations to remove them — delivered automations, not monitoring scores. In development.
- Record → AI task-mine → auto-build
- Delivered automations, not surveillance
- In development — pilot
Not sure which pieces you need?
Tell us the workflow that's slowing your team down. We'll map it to the products above — or scope the custom piece that's missing.
30 minutes · no obligation · we reply within 1 business day