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Apple ID1625111197
Bundle IDcom.myperfexcrm.app
SellerSeller
Min iOS15.0
Min macOS12.0
Device familiesiphone, ipad, ipod
Released2023-09-12
Copyright© 2023 MyPerfexCRM
Privacy policyLink ↗
Preview 2 platforms
iPhone 4 images
iPad 4 images
What’s New Version 4.4.0
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
Description
Transform your business with the Perfex CRM Mobile App, your ultimate tool for managing your business on the go. Optimize customer relationships and streamline your operations anytime, anywhere.
Experience the power of Perfex CRM in the palm of your hand. With this mobile app, you can:
Superior Customer Management:
Keep track of every customer interaction, deliver personalized service, 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 project progress even while on the move.
Effective Leads Management:
Capture, track, and convert leads into opportunities. Ensure no lead falls through the cracks.
Streamlined Support Tickets Management:
Prioritize and resolve customer issues swiftly, maintaining high levels of customer satisfaction.
Easy Estimates Management:
Create and send accurate estimates in no time, making 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.
Efficient Staff Management:
Manage your team efficiently, monitor performance, delegate tasks, and keep your team aligned, all from your mobile device.
Download the Perfex CRM Mobile App today and experience the convenience of managing your business on the go.
Accessibility
ipadiphonemacrealityDevicetvoswatch
Version history 14 versions
Build 884061283v4.4.02026-04-02 20:23:10
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
Build 884015646v4.3.132026-04-01 18:18:08
Bug fixes and improvements
Build 883781796v4.3.122026-03-26 22:57:40
NEW: Client Portal - Customers can now access invoices, projects, tickets & more!
• Dual Staff/Client login with easy switching
• Redesigned modern sidebar menu
• Improved ticket UI & error handling
• Bug fixes & privacy optimizations
Build 878568299v4.3.82025-10-01 01:45:04
- 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
Build 874760913v4.3.72025-06-03 10:14:33
- AI Call Assistant module support
- Now able to see call logs and listen to recordings within the app
- Bug fixes and improvements
Build 872370098v4.3.62025-02-10 12:16:49
- CRM scan-related bug fix
- Minor bug fixes and improvements
Build 872296275v4.3.52025-02-06 21:11:31
bug fixes and improvements
Build 872097657v4.3.22025-01-30 13:39:24
bug fixes and improvements
Build 865889711v4.12024-05-13 16:28:34
- fixed search-related bugs overall in the app
- bug fixes and improvements
Build 864757657v4.02024-03-30 20:05:28
In this update, we've been hard at work behind the scenes to enhance your experience with our app. Here's what you can expect:
Bug Fixes: We've addressed several pesky bugs to improve overall stability and ensure a smoother user experience.
Performance Boost: With this update, we've optimized performance to make your interactions with the app faster and more responsive.
Build 863801114v3.82024-02-16 18:57:56
We've fixed bugs related to live search, making it smoother to create invoices, estimates, proposals, and projects. Plus, we've improved UX/UI for a more intuitive experience. Update now for a seamless CRM experience!
Build 862004224v3.72023-12-06 08:09:43
New Features:
Introducing support for multiple languages! You can now experience Perfex CRM App in your preferred language, enhancing user accessibility and comfort.
Improvements:
Enhanced performance and stability for a smoother CRM experience.
Streamlined user interface for a more intuitive and user-friendly navigation.
Bug Fixes:
Resolved issues reported by our users, ensuring a more reliable and bug-free experience.
Multi-Language Support:
Explore Perfex CRM App in your language of choice! We've added support for multiple languages to cater to our diverse user community.
Other Updates:
General updates and optimizations to keep your CRM running at its best.
Thank you for using Perfex CRM App! If you have any feedback or questions, feel free to reach out to our support team.
Build 859841912v3.62023-09-13 13:28:41
We've resolved an issue related to currency formatting in the payments module. Now, your transactions will display the correct currency format.
Thank you for your feedback and continued support!"
Build 849266929v3.52023-09-12 00:26:14
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 1 of 1 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
US | en-US | Free | 3 | 2.3 | 4.4.0 |
Change log 17 changes · US
✎
releaseNotes updated
Anna – AI Copilot & MCP Integration for Perfex CRM:
- NEW: Dedicated Anna menu for Anna conversations
- NEW: Global draggable Anna AI floating button — accessib
✎
description updated
Transform your business with the Perfex CRM Mobile App, your ultimate tool for managing your business on the go. Optimize customer relationships and streamline
✎
name updated
Perfex CRM - Sales & Marketing
◆
Version 4.4.0 released
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 th
◆
Version 4.3.13 released
Bug fixes and improvements
◆
Version 4.3.12 released
NEW: Client Portal - Customers can now access invoices, projects, tickets & more!
• Dual Staff/Client login with easy switching
• Redesigned modern sidebar menu
• Improved ticket UI & error handling
• Bug fixes & privacy optimizati
◆
Version 4.3.8 released
- 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 connec
◆
Version 4.3.7 released
- AI Call Assistant module support
- Now able to see call logs and listen to recordings within the app
- Bug fixes and improvements
◆
Version 4.3.6 released
- CRM scan-related bug fix
- Minor bug fixes and improvements
◆
Version 4.3.5 released
bug fixes and improvements
◆
Version 4.3.2 released
bug fixes and improvements
◆
Version 4.1 released
- fixed search-related bugs overall in the app
- bug fixes and improvements
◆
Version 4.0 released
In this update, we've been hard at work behind the scenes to enhance your experience with our app. Here's what you can expect:
Bug Fixes: We've addressed several pesky bugs to improve overall stability and ensure a smoother user experience
◆
Version 3.8 released
We've fixed bugs related to live search, making it smoother to create invoices, estimates, proposals, and projects. Plus, we've improved UX/UI for a more intuitive experience. Update now for a seamless CRM experience!
◆
Version 3.7 released
New Features:
Introducing support for multiple languages! You can now experience Perfex CRM App in your preferred language, enhancing user accessibility and comfort.
Improvements:
Enhanced performance and stability for a smoother CRM exper
◆
Version 3.6 released
We've resolved an issue related to currency formatting in the payments module. Now, your transactions will display the correct currency format.
Thank you for your feedback and continued support!"
◆
Version 3.5 released