Transform Your Business With The
Perfex CRM Mobile App
Optimize your customer relationships and business
operations anywhere, anytime. Welcome to seamless CRM
experience, right at your fingertips.
Welcome to the Perfex CRM Mobile App
Amplify Your Business Efficiency with the Perfex CRM Mobile App
Experience a multitude of features designed to take your customer relationship
management to new heights. From managing clients to tracking projects, we’ve got it all
covered.
Superior Customer Management
Keep track of every customer interaction and deliver personalized service. Improve customer satisfaction and build long-lasting relationships.
Simplified Invoice Management
Create, send, and track invoices directly from your mobile device. Never miss a payment or lose track of your finances.
Efficient Projects Management
Plan, track, and deliver projects efficiently. Stay updated on the progress of your projects, even when on the go.
Effective Leads Management
Capture, track, and convert leads into opportunities. Make sure no lead falls through the cracks.
Easy Estimates Management
Create and send accurate estimates in no time. Make the first step towards winning business deals a breeze.
Real-Time Notifications
Stay on top of all your CRM tasks with real-time notifications. Be the first to know when something important happens.
Proactive Tasks Management
Assign, track, and manage tasks effortlessly. Keep your team productive and projects on track.
Effective Staff Management
Manage your team efficiently. Monitor performance, delegate tasks, and keep your team aligned, all from your mobile device.
Visually Appealing Dashboard
Access key data and insights with our easy-to-use, visually appealing dashboard. Navigate your CRM with ease.
How it works
Experience Connect Your Perfex CRM to Mobile in Just a Few Steps
Take your business operations anywhere with Perfex Mobile Companion. Follow these simple steps to integrate and optimize your CRM experience.
01
Discover the Power of Perfex Mobile Companion
Perfex Mobile Companion is designed to bring your CRM to your fingertips, ensuring seamless business management on the go. With this module, you can access real-time data, manage customers, invoices, projects, and tasks, all from an intuitive mobile interface. Stay connected with push notifications, streamline workflows, and enhance productivity—no matter where you are.
02
Upgrade Your Business Management with Perfex Mobile Companion
03
Manage Your Business on the Go with Perfex Mobile Companion
Pricing
Choose Your Plan
Select the plan that best fits your business needs:
Whether you’re just starting or looking to elevate your brand, our pricing
plans are designed to meet your needs without compromise.
Perfex Mobile Companion
$199
- For just $199, the Perfex Mobile Companion brings your Perfex CRM to your fingertips, allowing you to manage your business operations from anywhere. With seamless mobile app integration, you can access customer data, invoices, tasks, and projects instantly, boosting your productivity on the move. Download the app on Google Play Store.
With robust security measures, Perfex Mobile Companion ensures that your data remains safe and accessible only to authorized users. Get started today and enhance your business management with this powerful mobile solution for just $199!
Custom Branding
$1499
- A branded app with your desired logo and name will be published on the store (This will allow for future customisations in the app, if you need any).
- For businesses seeking a fully branded experience, including app customization to align perfectly with your business identity and workflows.
- At $1499, transform the app into your own branded tool, with full customization to cater to your unique business requirements.
Tell us what you need, and we’ll provide an estimate based on our hourly rate of $25. Any customization will be charged on top of the base price.
FREQUENTLY ASKED QUESTIONS
Affordable Pricing for Your Perfex CRM Mobile App
Get started on transforming your business operations. Here’s a
quick guide on how our mobile app works.
Can I use the Perfex CRM Mobile App with my existing Perfex CRM account?
Yes, the Perfex CRM Mobile App is designed to integrate seamlessly with your existing Perfex CRM account. Just ensure you are using Perfex CRM version 2.4 or above.
How much does the Perfex CRM Mobile App cost?
The base price for the app is $1500. This includes the standard app with all the default features and its publication on both iOS and Android platforms.
What if I have customized my Perfex CRM or added third-party modules?
The default app works best with a standard Perfex CRM installation. If you have added customizations or third-party modules that change the default behavior of the CRM, the app might need additional customization to support these changes. We provide customization services at an additional cost.
Can I get the app customized to fit my business needs?
Absolutely! We offer customization services to ensure your mobile app perfectly fits your business requirements. Any customization will be charged on top of the base price, with rates starting at $25 per hour.
Can the app be published under my business name?
Yes, the app will be published on both the App Store and Google Play under a name of your choice.
How can I get started with the Perfex CRM Mobile App?
To get started, download the demo app from the App Store or Google Play. If you love the app, reach out to us to purchase and personalize it for your business.
Will the app be updated for future Perfex CRM versions?
Yes, we’re committed to regularly updating the default version of the app to ensure compatibility with the latest Perfex CRM versions. However, please note that if you have a customized version of the app, it will not receive these updates automatically. Any updates or changes will need to be separately applied to customized versions, potentially involving additional customization costs.
How can I get a quote for customization?
Contact us to discuss your customization needs, and we’ll provide a personalized quote based on our hourly rate.
Under which accounts will the app be published on the vApp Store and Google Play?
The Perfex CRM Mobile App will be published under our official accounts on both the App Store and Google Play. This ensures that the app meets all platform guidelines and delivers a seamless, hassle-free experience for you and your customers.
Will I receive the source code for the app?
No, the source code for the Perfex CRM Mobile App is proprietary and will not be provided. Our team will handle all updates, customizations, and publication processes to ensure quality and consistency. This way, you can focus on using the app to enhance your business operations, without having to worry about technicalities.
Do I need to install and activate any modules in my Perfex CRM to use the mobile app?
Yes, for the Perfex CRM Mobile App to function seamlessly, you need to install and activate the dedicated API module in your Perfex CRM. This module enables secure communication between the app and your CRM system. It is essential to keep the API module active at all times to ensure smooth and uninterrupted functionality of the mobile app.
Is the API module proprietary and can it be sold or used elsewhere?
Yes, the API module is proprietary and exclusively designed for the Perfex CRM Mobile App. It cannot be sold, distributed, or used independently outside of the app’s context. Its purpose is to enable the integration between the mobile app and your Perfex CRM system, ensuring a tailored and efficient CRM experience.
Please let me know if there’s anything else you’d like to include or any other modifications you’d like to make.