PerfexGO - Native Mobile App Integration for Perfex CRM

⚠️ Note: This is not a standalone module or mobile app source code. It requires the Perfex CRM, which can be purchased here.

This is a Perfex CRM module that enables mobile access to your existing Perfex CRM installation. It connects your CRM with our pre-published mobile apps on App Store and Google Play.

✅ What you get:

• Module for your Perfex CRM
• Connection to pre-published iOS & Android apps
• Access to ready-made mobile application

Requirements: Valid Perfex CRM installation (v2.9.0+) is required to use this module.

✓ Mobile CRM Access    ✓ QR Code Login    ✓ Push Notifications

Try the Live Demo Now!

Experience the app before you buy! Test all features with our live demo account.

How to Access Demo:

1. Download the app using buttons below
2. Open app and tap “Get Started”
3. Tap “Take me in” button
4. Instant demo access – no login required! ✨

Pro Tip: Try creating invoices, managing leads, and testing the QR login feature!

Ready-to-Use Mobile App

Plug & Play Solution – No Development Required!

This is NOT source code, APK files, or TestFlight versions. Our mobile apps are already published and live on both App Store and Google Play Store!

⚡ 2-Minute Setup Process:
1️⃣ Purchase & install this module in your Perfex CRM
2️⃣ Download our free app from App Store/Google Play
3️⃣ Connect using your CRM URL or QR code – Done! ✅

No coding, no compilation, no waiting – just instant mobile access to your CRM!

NEW: Instant Login with QR Code

Revolutionary 3-second access

How it works: Open app → Tap “QR Code Scan” → Scan code → Access granted!

⚡ 3 Seconds    ⚡ Secure    ⚡ No Typing

Powerful Features

Everything you need to manage your CRM on the go

Financial Management

Create, send, and track invoices directly from mobile

✓ Invoice creation ✓ Transaction tracking ✓ Real-time financials

Project Management

Plan and track project progress remotely

✓ Progress monitoring ✓ Status tracking ✓ Delivery management

Lead Management

Capture leads and convert to opportunities

✓ Lead capture ✓ Opportunity tracking ✓ Conversion prevention

Estimates Management

Create accurate estimates quickly

✓ Quick creation ✓ Direct sending ✓ Deal initiation

Team Management

Assign tasks and monitor team performance

✓ Task assignment ✓ Performance monitoring ✓ Team alignment

Task Management

Efficient task delegation and progress monitoring

✓ Task creation ✓ Assignment tracking ✓ Progress updates

Customer Relations

Superior interaction tracking and personalized service

✓ Interaction tracking ✓ Personalized service ✓ Relationship building

Smart Notifications

Real-time push notifications for important events

✓ Instant updates ✓ Proactive alerts ✓ Task management

Visual Dashboard

Easy-to-use dashboard with key business insights

✓ Quick data access ✓ Business insights ✓ Intuitive interface

Simple Setup Process

Get started in minutes with our streamlined setup

Step 1: Purchase & Install

Buy from CodeCanyon and install in your Perfex CRM

Step 2: Download Mobile App

Get the free app from App Store or Google Play Store

Step 3: Connect & Login

Use base URL or scan QR code for instant access

Compatibility Information

Standard Perfex CRM Features Supported:

This mobile app works with all standard Perfex CRM features out of the box. For installations with:

• Custom modifications or customizations
• Third-party modules or add-ons
• Custom fields or modified workflows

These features may require additional development to work in the mobile app. Contact us for custom development options.

Frequently Asked Questions

Everything you need to know about the Perfex CRM Mobile App

❓ Which versions of Perfex CRM are supported?

The mobile app is compatible with Perfex CRM versions 2.9.0 and above. It works seamlessly with the latest version and receives regular updates to maintain compatibility with new Perfex CRM releases.

Do I need to purchase anything else besides the mobile module?

No additional purchases required! You only need the mobile module ($149) and the free mobile app from app stores. The mobile app itself is completely free to download and use once you have the module installed.

Is the mobile app available for both iOS and Android?

Yes! The Perfex CRM mobile app is available for both iOS (App Store) and Android (Google Play Store). The app provides a consistent experience across both platforms with all features available on both iOS and Android devices.

How secure is the QR code login feature?

The QR code login is extremely secure. Each QR code is encrypted, time-limited (expires after 60 seconds), and can only be used once. The connection uses HTTPS encryption and follows the same security standards as your regular Perfex CRM login.

️ What kind of support is provided?

We provide 6 months of premium support with your purchase, including installation assistance, troubleshooting, and feature guidance. Support is available through our dedicated help desk with typical response times under 24 hours.

Version History & Changelog

Version 4.4.0 – Current Version

Anna – AI Copilot & MCP Integration for Perfex CRM

• NEW: Dedicated Anna menu for Anna conversations
• NEW: Global draggable Anna AI floating button — accessible from every screen
• NEW: FAB and chat colors sync with web platform’s Anna theme setting
• NEW: FAB icon syncs with web platform’s Anna icon setting
• NEW: Quick suggestion chips on new conversation welcome screen

• FIXED: iOS safe area insets applied correctly to sidebar menu

Version 4.3.10

NEW: Customer Portal & Login Access Control

• NEW: Module settings page – control mobile app login access (Staff only, Customer only, or Both)
• NEW: Customer login support for the mobile app
• NEW: Customer dashboard, invoices, projects, and more for customer portal
• FIXED: Comment create/delete permissions within tasks
• FIXED: Client search not working when creating a proposal
• FIXED: Opening proposal from notifications not redirecting correctly
• Bug fixes and general improvements

Version 2.1.0

NEW: Employee Chat Module Integration support

• FIXED: Dashboard stat permissions – widgets now only show if user has proper permissions
• NEW: Estimates can now be sent to clients directly from the mobile app
• Enhanced mobile app connectivity and performance
• Improved QR code login security
• Better push notification handling
• Updated compatibility with latest Perfex CRM versions
• Bug fixes and general improvements

Version 2.0.x

• Added QR Code Login feature for revolutionary 3-second access
• Enhanced security with encrypted, time-limited QR codes
• Improved push notification system
• Better multi-domain CRM support
• Performance optimizations and UI/UX improvements

Version 1.x.x – Foundation

• Initial release of PerfexGo mobile companion
• Core mobile app connectivity and basic push notifications
• Complete CRM feature set: Invoices, Projects, Leads, Tasks
• Cross-platform support (iOS & Android)
• Secure integration with Perfex CRM v2.9.0+
• Multiple CRM account support

Current Features: Anna AI Copilot, Financial Management, Project Management, Lead Management, Task Management, Team Management, Customer Relations, Customer Portal, Login Access Control, Smart Notifications, QR Code Login, Employee Chat Integration