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This add-on is available separately for $9 and not included in your main Support Board license.

Real-Time Chat & Ticketing for Perfex CRM

Provide your clients seamless, real-time communication with your Perfex CRM team via professional chat and automated chatbot responses.

Buy for $9 Perfex CRM
Perfex CRM
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AI-Powered Chatbot

Automate frequent customer queries with a smart bot that enhances productivity and efficiency.

Integrated Knowledge Base

Quickly import Perfex Knowledge Base articles into Support Board with a single click.

Direct Login Integration

Allow Perfex users easy login via chat or ticket areas using their existing credentials.

Client Quick Link

Instantly access the Perfex client admin page from Support Board’s conversation panel.

Admin Menu Link

Add a convenient link to the Support Board in the Perfex admin sidebar.

Simple Installation

Includes a dedicated Perfex module for rapid and easy setup.

Perfex CRM
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Real-Time Client Sync

Automatically display the chat to logged-in Perfex users, syncing their data directly with Support Board. Easily manage users with manual import options.

  • User data synchronization
  • Instant logged-in user recognition
  • Built-in login form within chat
  • Easy manual user import

Advanced Ticket System

Effortlessly add a professional ticketing solution to the client area, enabling smooth communication through both tickets and live chat.

  • Professional ticket management
  • Fully integrated client-area access
  • Flexible department and chatbot setup
Perfex CRM
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Perfex CRM
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Explore Our Demos

View screenshots and experience live demos. Admin and chat functionalities are consistent and intuitive across all views.

  • Track customer total spend
  • View active customer services
Perfex CRM
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Perfex CRM
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Perfex CRM
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Perfex CRM
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Check the Demo & Screenshots

Explore our detailed screenshots and test live demos to see exactly how chat, admin, and ticket areas function.