PRODUCT SHOWCASE
Perfex CRM Mobile Companion App
Keep your operational team connected on the go. Our Perfex CRM Mobile Companion App integrates directly with your self-hosted Perfex database via secure API tokens. Using Flutter or React Native, we deliver real-time push alerts, task lists, customer records, and ticket management on Android and iOS.
Included Platform Modules:
Real-time Push Alerts: Instant device notifications when tasks are assigned, estimates approved, or support tickets opened.
On-Field Task Trackers: Allows technicians or sales agents to log notes, upload images, and update states on location.
Invoice & Expense Logs: Quickly upload receipt photos, log operational expenses, and view unpaid client logs.
Offline Sync Support: Save logs locally without network coverage; data syncs automatically upon reconnect.
