Six systems we run our own businesses on.
Four in production at customer zero. Two more in development. One on the roadmap.
4 live · 2 in development · 1 roadmap
Operations Brain
Watches every conversation. Flags what we'd otherwise miss.
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 in production; Care & Partner desks in development
Cloud Telephony / IVR
Every call lands on the right record, before it rings.
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.
- Sub-100ms inbound routing under a 500ms budget
- Missed-call → callback recovery workflow
- Recordings transcribed at ~0.95 confidence
WhatsApp Vault
Tamper-evident WhatsApp archive — every change leaves a SHA-256 fingerprint.
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.
- Tamper-evident SHA-256 hash chain
- Auto-linked to CRM clients (85%) and leads (65%)
- 13,866 entities extracted (617 GSTIN, 1,477 PAN)
CRM & Sales Automation
From enquiry to paid invoice — without the copy-paste between stages.
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.
- Three IMAP pipes; three AJAX calls; preview-before-send
- GST handled both ways (CGST / SGST / IGST by location)
- Built on Perfex's own AJAX layer — no REST bolt-on
DeadlineGuard
Reads agreements out of a folder, surfaces expiries before they lapse.
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 date logic in code (not the model)
- In development — early-access list opening
WorkLens
Watch the work. Write the script that does it next time.
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 — pre-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