CRM & RevOps

PerfexCRM

Self-hosted CRM with 181 built-in MCP tools for AI agent integration.

Important Links

Documentation ↗Website ↗Pricing ↗

Key Features

Lead Management

Invoice Automation

Project Management

Ticket Triage

Contract Management

Customer Management

Pipeline Tracking

How to use this tool

"Claude, use the PerfexCRM MCP to show me all leads from this week, convert the top one to a customer, and create an invoice for them."

Technical Feature Analysis

PerfexCRM provides Lead Management, Invoice Automation, Project Management through its REST. Features an official MCP server for direct AI agent integration.

Direct Agent Workflow for PerfexCRM

• Connect: Give your PerfexCRM API Key to Claude Code, Cowork, or your favorite AI agent.

• Automate: Your agent handles Lead Management and Invoice Automation directly.

• Execute: No extra software or middleware required for CRM & RevOps automation.

Use PerfexCRM for

AI Tools for Proposals & Quotes Sales Workflow Automation Tools

Technical Details

API Type

REST

Authentication

API Key

Pricing Tier

Paid Only

SDK Languages

N/A

Webhooks

Yes

Frequently Asked Questions

What does PerfexCRM do?

PerfexCRM is a crm & revops tool that provides Self-hosted CRM with 181 built-in MCP tools for AI agent integration.

How do I use PerfexCRM with AI agents?

Connect PerfexCRM to agents like Claude Code or Cowork by using its REST and your API Key keys. This allows your agent to perform Lead Management and Invoice Automation directly without needing extra software.