Glofex Admin/Employee Mobile App for Perfex CRM is a mobile application designed to work with Perfex CRM, a popular customer relationship management (CRM) software. Glofex provides an intuitive mobile platform for administrators and employees to access, manage, and streamline their CRM-related tasks while on the go. Here’s an overview of the Glofex Admin/Employee Mobile App for Perfex CRM and the key features it offers:

1. Admin Features:

• glofex User Management: Admins can manage employee accounts, assign roles, and configure permissions directly from the mobile app. This includes adding, removing, or editing user details.
• Customer Management: Admins can view and update customer details, including contact information, service history, and status, ensuring that customer data is always up-to-date.
• Lead and Opportunity Tracking: Admins can view and track leads and opportunities, assign them to employees, and follow up on sales activities.
• Task and Project Management: Create, assign, and monitor tasks or projects. Admins can set deadlines, track progress, and reassign tasks as needed.
• Access to Reports and Analytics: View real-time business performance metrics, sales reports, customer data analytics, and other key business insights directly from the mobile app.
• Notifications & Alerts: Receive push notifications for important activities, such as new leads, client interactions, or approaching project deadlines.
• Time Tracking: Manage time tracking and monitor employee hours and attendance.
• Invoice and Payment Management: View and manage client invoices, payment statuses, and make necessary adjustments or follow-ups.

2. Employee Features:

• Task Management: Employees can view and manage their assigned tasks, set priorities, mark tasks as complete, and set deadlines directly from the app.
• Access Customer Details: Employees can view customer profiles, update contact information, and view ongoing services, tickets, or projects they are assigned to.
• Sales and Leads Management: Employees can update the status of their assigned leads or opportunities and track progress toward converting leads into sales.
• Real-Time Communication: Chat or communicate with other employees and administrators to stay updated on project statuses, tasks, or customer needs.
• Time Logging: Employees can log work hours, track attendance, and request time off, all within the mobile app.
• Notifications and Alerts: Receive real-time notifications regarding new tasks, assignments, customer messages, or updates from the admin team.
• Document Access: Access important documents or project files stored in Perfex CRM for review and action.
• Update Customer Status: Employees can update the status of customers (e.g., active, in-progress, or completed) based on their service progress or sales activities.

3. General Features for Both Admins and Employees:

• Customer Relationship Management (CRM): Both admins and employees can engage in managing customer relationships through the app, keeping communication and service data centralized.
• Mobile-Optimized Interface: The app is designed to be user-friendly, offering a mobile-optimized interface with easy navigation, ensuring that users can perform tasks quickly and efficiently.
• Cloud Syncing: All data is synced with the Perfex CRM system in real-time, ensuring that information is up-to-date and accessible from any device.
• Task Reminders and Deadlines: Notifications for upcoming tasks, meetings, or deadlines ensure users stay on top of their responsibilities.
• Activity Logs: Track user activities, such as login details, task completions, and modifications made to customer data, ensuring accountability and transparency.
• Customizable Modules: The app offers some flexibility to customize or configure the features depending on your business needs, whether it’s adding custom fields, adjusting workflows, or modifying reports.

4. Integration with Perfex CRM:

• Perfex CRM Sync: The Glofex app integrates seamlessly with the Perfex CRM system, ensuring that all data (leads, tasks, projects, invoices, etc.) is synchronized between the mobile app and the main Perfex CRM dashboard.
• Data Access and Security: Since all data is connected to Perfex CRM, the Glofex app adheres to the same data security standards, with user roles, permissions, and secure access methods.
• Custom Fields and Modules Support: The app supports any custom fields or modules you may have added to your Perfex CRM, so it’s compatible with your specific business setup.

5. Task Automation and Workflow Support:

• Automated Reminders: Set automated reminders for tasks, client follow-ups, or pending invoices.
• Workflow Management: Streamline business workflows by defining task assignments, approvals, and deadlines, and ensure that employees can follow predefined processes.