I built an AI module for Perfex CRM after 20 years of answering the same client questions manually

I've been running a digital agency in Athens, Greece for over 20 years. We manage around 150 SMB clients — hosting, WordPress, performance marketing — all tracked in Perfex CRM.
For most of those 20 years, answering a client question meant: open Perfex, find the client, scroll through invoices, check contracts, read notes. Every. Single. Time.
Last year I got tired of it. So I built Sociably AI — a module that plugs into Perfex and lets anyone on the team ask plain-language questions about any client.
"What does FEELFREE owe us?"
"31 unpaid invoices totalling €7,696. 2 are overdue. Their retainer expires in 14 days. Recommended action: call them this week."
That answer used to take 5 minutes. Now it takes 3 seconds.
What I built:

Perfex CRM module — AI tab on every client profile
Daily briefing — overdue invoices and expiring contracts every morning
Chrome extension — ask from any browser tab without opening Perfex
Slack bot — type /sociably [client name] in any channel

The numbers so far:

Built in ~6 weeks of evenings and weekends
310 real clients synced and working on my own CRM
€0 revenue (launched 2 days ago)
Posted in 3 Perfex CRM Facebook groups, waiting for first response

What I learned building it:
The hardest part wasn't the AI. It was the domain-locked license system, the CORS issues, the Slack 3-second timeout that required async responses, and the Chrome extension CSP that blocks inline onclick handlers.
The easiest part was the actual AI responses — once you give Claude the right context (invoice amounts, overdue status, contract dates), it gives genuinely useful answers.
The honest situation:
I have a working product, a live site, Stripe checkout, a customer dashboard, Chrome extension submitted to the Web Store, and zero paying customers. The Perfex CRM market is small (~50k installs globally) but the pain is real and specific.
I'm not a marketer. I'm a 20-year agency owner who built a tool and is now figuring out how to sell it.
Happy to answer any questions. And if you use Perfex CRM — try it at app.sociably.media.