AI Lead Scoring for Perfex CRM

Note: This is not a standalone script. This is a module for Perfex CRM. You must install Perfex – Powerful Open Source CRM to be able to use this module.

AI Lead Scoring for Perfex CRM helps your team focus on the right leads first, close deals faster, and keep lead follow-up organized with clear scores and labels.

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Click below to test the module AI Lead Scoring demo

Email: john@example.com
Password: password

NEW UPDATE

Major 1.1 improvements:

• Rule engine is now the primary scoring source (no AI required).
• Added scoring profiles with automatic profile detection.
• Added flexible conditions for rules and profiles (field + operator + value).
• Improved score breakdown display in the lead tab.
• AI is now optional and used only for insights.
• Better rescoring flow with queue handling and outdated score indicators after rule/profile/label updates.

FEATURES

Dashboard: Get a clear view of lead scoring performance in one place, including scored leads, coverage, average score, and pending jobs.

Lead Scores: View all leads with score, label, last activity, last scored time, and who scored it.

Lead Score Tab: Inside each lead, see final score, score breakdown, profile, status, and actions.

Optional AI Insights: Keep scoring fully rule-based, and generate AI insights only when needed. Insights include observations, confidence, and recommended next action.

Rule Engine (Primary Scoring): Create rules that add or subtract points using lead fields and custom fields. Final score is calculated locally and instantly.

Scoring Profiles: Create different scoring profiles for different lead types and let the module detect the right profile automatically.

Scoring Labels: Define score labels and ranges so leads are grouped clearly (example: Hot, Warm, Cold).

Settings: Configure auto rescoring schedule, queue behavior, and optional AI provider details.

DOCUMENTATION

SUPPORT

If you have any questions, issues, or suggestions, please contact us through the Support Page or email us at support@maniss.dev

CHANGELOG

Version 1.1.0

 - Rule engine is now the primary scoring source (AI not required). - Added scoring profiles with automatic profile detection. - Added flexible conditions for rules and profiles (field + operator + value). - Added detailed score breakdown in lead tab. - Added optional AI insights generation (separate from score calculation). - Improved queue-based rescoring and outdated score indicators. 

Version 1.0.0

Initial release.