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Initial release of MobileHub for Perfex CRM. • Sign in and the app auto-detects your role: Manager, Staff or Customer • Real-time dashboard: revenue, leads, tickets and tasks • Manage leads, customers, tasks, tickets, invoices, estimates and projects • Customer portal: accept estimates, open tickets, track projects • Built-in AI assistant • Push notifications • Dark mode • English & Spanish
Your Perfex CRM in your pocket — leads, invoices, tickets & AI assistant
MobileHub turns your Perfex CRM into a native mobile experience. One app, three roles: the app automatically detects whether you sign in as a Manager, Staff member or Customer, and adapts the entire interface to what you need. FOR MANAGERS • Real-time business dashboard: revenue (7/30/90 days), active leads, open tickets, overdue tasks and amounts to collect • Sales pipeline and advanced reports • Team overview with per-staff performance • AI-powered summaries of your business at a glance FOR STAFF • Your leads, customers, tasks, tickets, invoices, estimates, proposals, contracts, expenses and projects — all in one place • Create and edit leads, tasks and tickets on the go • Personal calendar with your CRM events • AI-suggested ticket replies and lead follow-ups FOR CUSTOMERS • Self-service portal: view and accept estimates and proposals • Check invoices and payment receipts • Open support tickets and follow the conversation • Track project progress and read announcements BUILT-IN AI ASSISTANT Ask questions about your CRM data in natural language. Get instant summaries of customers, leads and tickets, suggested replies, and collection priorities — powered by your organization's AI configuration. ALWAYS IN SYNC • Real-time push notifications: new invoices, ticket replies, task assignments, lead assignments and more • The same data your team sees on the web, live from your Perfex CRM • Secure sign-in with token-based authentication over HTTPS DESIGNED FOR DAILY USE • Clean Material 3 design with full dark mode • Fast, native performance • Multilingual: English and Spanish • Works on phones and tablets IMPORTANT This app is a mobile client for Perfex CRM. You need an account created by your organization's CRM administrator to sign in. If your company runs Perfex CRM with the MobileHub module, ask your administrator for access.