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Preview PerfexGO – Native Mobile App Integration for Perfex CRM
✓ 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:
1️⃣ Download the app using buttons below
2️⃣ Open app and tap “Get Started”
3️⃣ Tap “Take me in” button
4️⃣ Instant demo access – no login required! ✨
Pro Tip: Try creating invoices, managing leads, and testing the QR login feature!
See It In Action
Watch the complete setup and feature walkthrough
Click to watch: Complete setup and feature walkthrough
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
Cross-Platform
Available on iOS and Android platforms
✓ iOS compatibility ✓ Android support ✓ Universal access
Secure Integration
Seamless integration with Perfex CRM v2.9.0+
✓ Authorized access ✓ Secure connection ✓ Version compatibility
Multiple CRM Account Support
Connect to multiple Perfex CRM installations from one app
✓ Multi-domain support ✓ Easy account switching ✓ Centralized access
Note: Each CRM domain requires a separate license
NEW FEATURE
QR Code Login
Revolutionary 3-second access system
✓ Instant login ✓ No typing ✓ Ultra secure
AI INTEGRATION
LeadPilot AI
AI-powered lead management enhancement
✓ Automated scoring ✓ Smart insights ✓ Enhanced workflows
COMING SOON
Employee Chat Integration
Built-in team communication and messaging
✓ Real-time messaging ✓ Team collaboration ✓ File sharing
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.
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