Core Module

YazFex App

A standalone analytics and BI workspace for Perfex CRM with live KPIs, module dashboards, and Executive Pulse for leadership.

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7 Built-in Themes — Blue · Silver · Business · Dark · Neon · Light · Soothing

YazFex App — Executive Pulse dashboard with AI-powered business intelligence in Neon theme

Light

Blue

Neon

Soothing

25 Smart Dashboards

Every Module, AI-Enhanced

Each Perfex module gets its own AI Business Intelligence panel with real-time insights, alerts, and actionable recommendations.

Invoices

$6M outstanding tracked, AI collection alerts & aging analysis

Expenses

Billability insights, category analysis & cash flow alerts

Payments

Payment tracking with revenue QTD & automated reconciliation

Estimates

$1M+ pipeline visibility, conversion rate tracking at 66.2%

Proposals

$1.6M open pipeline, win rate analysis & expiry alerts

Leads

80 leads tracked, source attribution & conversion funnels

Contracts

$9.9M portfolio, expiry warnings & renewal automation

Projects

35 active projects, task overload detection & 7-day recovery plans

More modules available

Credit Notes

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Customers

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Contacts

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Tasks

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Time / Timesheets

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Subscriptions

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Tickets

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Knowledge Base

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Audience Focus

Target Operators

Leaders who want a calmer, chart-forward read on revenue, workload, risk, and support pressure.

Managers who jump between finance, projects, and tickets and hate exporting CSVs just to reconcile reality.

Partners who deliver Perfex to clients and want a premium navigation story under their own branding options.

Platform Entitlements

What You Get

Dedicated shell UI with branded header, sidebar navigation, and staff pill so users know who is signed in.

Module-aligned routes in the form of admin/yazfex_app/route/slug, each dashboard loading real Perfex data.

KPI strips, tables, and server-side insight cards with graceful degradation if a query fails.

AI business intelligence refresh paths on supported views, calling your configured YazFex AI backend.

Executive Pulse as the cross-module intelligence page with ticker, KPI strip, comparisons, and AJAX-loaded insight cards.

Cross-module trends and risk management pages for longer-horizon orientation.

Productivity view for operational tempo signals.

Themes including blue, silver, business, midnight, neon, light, and soothing, stored in browser local storage preferences.

Semantic CRM Alignment

Built specifically around Perfex CRM semantics (like invoice statuses, payments, expenses, leads, proposals, contracts, staff, and tickets) rather than generic BI connectors that ignore CRM database relationships.

Technical Specifications & Integration

Some sidebar destinations may still be roadmap placeholders depending on your purchased version.

Perfect integration with standard Perfex tables via clean, session-decoupled controller routes.

Request a screen share that walks from Financial Overview through Executive Pulse on your own numbers.

Coordinate a focused session on your own staging records.

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