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Perfony

Perfony connects meeting decisions to assigned action plans and shared progress dashboards for managers coordinating teams, projects and sites.

By Perfony

perfony.com

Access & availability

API operations and access

Supported · check conditionsBuilt in
Access
  • Paid plan
Conditions
  • Perfony publishes REST v1/v2 endpoints for actions, folders, meetings, users and webhooks, authenticated by OAuth 2.0 or an organization API key. Its integration page says API access is included in Enterprise plans. Connector and SSO entitlements must be checked against the chosen contract.

Overview

Perfony follows work from a meeting through decisions, responsible people, deadlines and progress review. Teams use list, Gantt and Kanban views; leadership can follow action plans across projects and sites. AI meeting transcription and summaries help turn discussions into follow-up work. Commercial scope matters: Team plans license each user, while Corporate licenses managers and admits unlimited free participants. Transcription and AI-summary allowances vary by plan, and extra AI capacity is sold separately. Free is limited to three folders and three participants. A 15-day trial needs no credit card.
More product details

Vendor · Perfony

Description
Perfony provides software connecting meeting decisions, assigned actions, deadlines and management follow-up across teams and sites.
Responsibilities for products
  • Perfony provides software connecting meeting decisions, assigned actions, deadlines and management follow-up across teams and sites.
Short company overview
Perfony provides software connecting meeting decisions, assigned actions, deadlines and management follow-up across teams and sites.
Website Url
perfony.com/en

Who it is for

Use Cases
  • Task management

Before you choose

Check before choosing

  • Perfony advertises a 48-hour fast self-service start, 1–2 weeks for supported deployment and a custom Enterprise programme. Its implementation page also advertises technical responses under 4 business hours and contractual 99.9% availability; confirm the agreement's measurement window, service scope and exclusions before relying on those service targets.

Features

Project Management

Explore category

Project Planning/Scheduling

Partial supportBuilt in
What you can do
  • Organize action plans in list, Gantt and Kanban views.

Multiple Projects

Full supportBuilt in
What you can do
  • Coordinate action plans across projects and sites.

Task Management

Full supportBuilt in
What you can do
  • Turn decisions into actions with an owner and deadline.

Collaboration Tools

Partial supportBuilt in
What you can do
  • Connect meeting discussions and minutes to shared action plans.

Workflow details

Work Views
  • List
  • Gantt
  • Kanban
Planning
  • Gantt
  • Kanban
Granularity
  • Name
    Tasks
  • Name
    Projects

Kanban Tools

Explore category

Task Management

Full supportBuilt in
What you can do
  • Turn decisions into actions with an owner and deadline.

Multiple Projects

Full supportBuilt in
What you can do
  • Coordinate action plans across projects and sites.

Workflow details

Work Views
  • List
  • Gantt
  • Kanban
Planning
  • Gantt
  • Kanban
Granularity
  • Name
    Tasks
  • Name
    Projects

Project Tracking

Explore category

Progress Tracking

Partial supportBuilt in
What you can do
  • Review action progress and management dashboards.

Multiple Projects

Full supportBuilt in
What you can do
  • Coordinate action plans across projects and sites.

Workflow details

Work Views
  • List
  • Gantt
  • Kanban
Planning
  • Gantt
  • Kanban
Granularity
  • Name
    Tasks
  • Name
    Projects

Pricing

Other plans

Plans: 4

Free

Free option

Free

Trial Card Required
No
Plan details & limits
Business Model
  • Free
Limits
  • Folders

    3

  • Participants

    3

  • Transcription minutes per month

    30

  • AI summaries

    1

Team

GBP 276 / user / year

Billed annually

Commitment Months
12
Trial Available
Yes
Trial Card Required
No
Trial Days
15
Trial is free
Yes
Plan details & limits
Business Model
  • Subscription
Limits
  • Transcription minutes per month

    180

  • AI summaries

    50

Team IA

GBP 468 / user / year

Billed annually

Commitment Months
12
Trial Available
Yes
Trial Card Required
No
Trial Days
15
Trial is free
Yes
Plan details & limits
Business Model
  • Subscription
Limits
  • Transcription minutes per month

    600

  • AI summaries

    100

Team Expert IA

GBP 636 / user / year

Billed annually

Commitment Months
12
Trial Available
Yes
Trial Card Required
No
Trial Days
15
Trial is free
Yes
Plan details & limits
Business Model
  • Subscription
Limits
  • Transcription minutes per month

    1,200

  • AI summaries

    Unlimited

Team lead, project or process owner

Plans: 1

Pilote

GBP 1,625 / licence / year

Billed annually

Commitment Months
12
Guest charging rules
  • Corporate collaborators, clients and partners do not require paid manager licences.
Plan details & limits
Business Model
  • Subscription
Limits
  • Participants

    Unlimited

  • Transcription minutes per month

    300

  • AI summaries

    50

Lead manager and administrator

Plans: 1

Executive

GBP 2,200 / licence / year

Billed annually

Commitment Months
12
Guest charging rules
  • Corporate collaborators, clients and partners do not require paid manager licences.
Plan details & limits
Business Model
  • Subscription
Limits
  • Participants

    Unlimited

  • Transcription minutes per month

    300

  • AI summaries

    50

Technical details

AI

AI usage conditions
Usage conditions
  • Perfony distinguishes native Azure AI from customer-connected Claude and Microsoft 365 Copilot. External assistants use the user's existing permissions and require organization activation and individual authorization where applicable. Training and retention depend on the connected provider's plan and settings; Azure processing location varies by service, model and deployment.
Human Approval
  • Selected actions
Input Modalities
  • Text
  • Structured data
Output Modalities
  • Text
Providers Models
  • Anthropic Claude
  • Microsoft 365 Copilot
  • Microsoft Azure AI
Use Cases
  • AI action-plan analysis

API

Access
Public
Documentation
perfony.com/en/apis-and-integrations
Protocols
  • REST
Outbound webhooks
Yes

Deployment

Client Channels
  • Browser
Delivery Models
  • Cloud (SaaS)
Hosting Regions
  • France

Implementation

Delivery Mode
  • Self service
  • Vendor
Typical Duration
Unit
Weeks
Scope
Supported vendor deployment for 20–500 users; the separate fast self-service and custom Enterprise schedules are not included in this estimate.
Maximum
2
Minimum
1
Estimate kind
Vendor estimate

Data

Exit Export Scope
  • Records
Export Formats
  • CSV
  • Excel workbook
  • JSON

Security

Provisioning
  • SCIM
Residency Scope
  • Country
    FR
    Provider
    Microsoft Azure
    Data class
    Primary data
    Exceptions
    • Azure primary storage in France; connected AI processing follows the separately documented provider and organization settings.
SSO Protocols
  • SAML 2.0

Support

Channels
  • Knowledge base
  • Chat
  • Email
Training Formats
  • Documentation
  • Video
  • Live online
  • Webinar

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