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⚠️ Word: This isn’t a standalone module or cellular app supply code. It requires the Perfex CRM, which will be bought here.
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✓ Cell CRM Entry
✓ QR Code Login
✓ Push Notifications
Strive the Dwell Demo Now!
Expertise the app before you purchase! Take a look at all options with our stay demo account.
Methods to Entry Demo:
1️⃣ Obtain the app utilizing buttons under
2️⃣ Open app and faucet “Get Began”
3️⃣ Faucet “Take me in” button
4️⃣ Immediate demo entry – no login required! ✨
Professional Tip: Strive creating invoices, managing leads, and testing the QR login characteristic!
See It In Motion
Watch the whole setup and have walkthrough
Click on to look at: Full setup and have walkthrough
Prepared-to-Use Cell App
Plug & Play Resolution – No Improvement Required!
That is NOT supply code, APK recordsdata, or TestFlight variations. Our cellular apps are already revealed and stay on each App Retailer and Google Play Retailer!
⚡ 2-Minute Setup Course of:
1️⃣ Buy & set up this module in your Perfex CRM
2️⃣ Obtain our free app from App Retailer/Google Play
3️⃣ Join utilizing your CRM URL or QR code – Accomplished! ✅
No coding, no compilation, no ready – simply immediate cellular entry to your CRM!
NEW: Immediate Login with QR Code
Revolutionary 3-second entry
The way it works: Open app → Faucet “QR Code Scan” → Scan code → Entry granted!
⚡ 3 Seconds
⚡ Safe
⚡ No Typing
Highly effective Options
All the pieces it’s essential handle your CRM on the go
Monetary Administration
Create, ship, and monitor invoices straight from cellular
✓ Bill creation ✓ Transaction monitoring ✓ Actual-time financials
Mission Administration
Plan and monitor challenge progress remotely
✓ Progress monitoring ✓ Standing monitoring ✓ Supply administration
Lead Administration
Seize leads and convert to alternatives
✓ Lead seize ✓ Alternative monitoring ✓ Conversion prevention
Estimates Administration
Create correct estimates shortly
✓ Fast creation ✓ Direct sending ✓ Deal initiation
Staff Administration
Assign duties and monitor staff efficiency
✓ Activity task ✓ Efficiency monitoring ✓ Staff alignment
Activity Administration
Environment friendly job delegation and progress monitoring
✓ Activity creation ✓ Task monitoring ✓ Progress updates
Buyer Relations
Superior interplay monitoring and personalised service
✓ Interplay monitoring ✓ Customized service ✓ Relationship constructing
Sensible Notifications
Actual-time push notifications for vital occasions
✓ Immediate updates ✓ Proactive alerts ✓ Activity administration
Visible Dashboard
Straightforward-to-use dashboard with key enterprise insights
✓ Fast information entry ✓ Enterprise insights ✓ Intuitive interface
Cross-Platform
Accessible on iOS and Android platforms
✓ iOS compatibility ✓ Android help ✓ Common entry
Safe Integration
Seamless integration with Perfex CRM v2.9.0+
✓ Approved entry ✓ Safe connection ✓ Model compatibility
A number of CRM Account Help
Connect with a number of Perfex CRM installations from one app
✓ Multi-domain help ✓ Straightforward account switching ✓ Centralized entry
Word: Every CRM area requires a separate license
NEW FEATURE
QR Code Login
Revolutionary 3-second entry system
✓ Immediate login ✓ No typing ✓ Extremely safe
AI INTEGRATION
LeadPilot AI
AI-powered lead administration enhancement
✓ Automated scoring ✓ Sensible insights ✓ Enhanced workflows
COMING SOON
Worker Chat Integration
Constructed-in staff communication and messaging
✓ Actual-time messaging ✓ Staff collaboration ✓ File sharing
Easy Setup Course of
Get began in minutes with our streamlined setup
Step 1: Buy & Set up
Purchase from CodeCanyon and set up in your Perfex CRM
Step 2: Obtain Cell App
Get the free app from App Retailer or Google Play Retailer
Step 3: Join & Login
Use base URL or scan QR code for fast entry
Compatibility Info
Customary Perfex CRM Options Supported:
This cellular app works with all normal Perfex CRM options out of the field. For installations with:
- Customized modifications or customizations
- Third-party modules or add-ons
- Customized fields or modified workflows
These options might require extra growth to work within the cellular app. Contact us for customized growth choices.
Regularly Requested Questions
All the pieces it’s essential know in regards to the Perfex CRM Cell App
❓ Which variations of Perfex CRM are supported?
The cellular app is suitable with Perfex CRM variations 2.9.0 and above. It really works seamlessly with the most recent model and receives common updates to keep up compatibility with new Perfex CRM releases.
Do I must buy the rest apart from the cellular module?
No extra purchases required! You solely want the cellular module ($149) and the free cellular app from app shops. The cellular app itself is totally free to obtain and use after you have the module put in.
Is the cellular app accessible for each iOS and Android?
Sure! The Perfex CRM cellular app is on the market for each iOS (App Retailer) and Android (Google Play Retailer). The app gives a constant expertise throughout each platforms with all options accessible on each iOS and Android units.
How safe is the QR code login characteristic?
The QR code login is extraordinarily safe. Every QR code is encrypted, time-limited (expires after 60 seconds), and might solely be used as soon as. The connection makes use of HTTPS encryption and follows the identical safety requirements as your common Perfex CRM login.
️ What sort of help is offered?
We offer 6 months of premium help along with your buy, together with set up help, troubleshooting, and have steering. Help is on the market by our devoted assist desk with typical response instances below 24 hours.
