Descrição
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Other Perfex Modules
NOTE: This module is an extension for Perfex CRM and requires Perfex CRM to be installed.
Approvify is the ultimate solution to efficiently manage staff approvals within Perfex CRM. It offers a comprehensive set of features designed to create, track, and manage different types of approvals, ensuring seamless communication and accountability among staff members.
Key Features:
- Create Various Approval Types: With Approvify, you can effortlessly create different types of approvals such as Maternal Requests, Equipment Requests, and more. Customize approval workflows to suit your organization’s needs.
- Automatic Notifications: When an approval request is created, all staff members assigned to the specific approval type will receive notifications and emails, keeping everyone informed and accountable.
- Approve or Reject Requests: Staff members responsible for a particular approval type can easily review and approve or reject requests directly within Perfex CRM, ensuring a streamlined decision-making process.
- Event Handling with Notifications: All approval-related events are seamlessly handled by Perfex’s built-in notification system. When a request is approved, rejected, or canceled, the involved parties are instantly notified via Perfex notifications and email.
- Kanban Board for Request Tracking: Approvify provides a visual Kanban board where staff members can track the status of their approval requests. Monitor whether requests are submitted, approved, rejected, or canceled at a glance.
Why Choose Approvify?
- Effortless Integration: Approvify is a module designed exclusively for Perfex CRM, ensuring seamless integration with your existing CRM workflow.
- User-Friendly Interface: Experience a hassle-free approval management process through Approvify’s intuitive user interface, allowing users of all technical levels to utilize its features effectively.
- Enhanced Accountability: Ensure that staff members are accountable for their approval requests and decisions with automatic notifications and clear tracking.
- Efficiency and Transparency: Streamline your approval workflows, save time, and maintain transparency by centralizing the approval process within Perfex CRM.
Experience the Next Level of Staff Approvals Management with Approvify!
Request Types Management
![Staff Approvals Management For Perfex CRM - 1](https://i.imgur.com/PcnuewW.png)
Create Request Type
![Staff Approvals Management For Perfex CRM - 2](https://i.imgur.com/idNMmxf.png)
Manage Create Request For Staff
![Staff Approvals Management For Perfex CRM - 3](https://i.imgur.com/1GLsi0H.png)
![Staff Approvals Management For Perfex CRM - 4](https://i.imgur.com/Sau6rkL.png)
Kanban To Manage All Staff Requests
![Staff Approvals Management For Perfex CRM - 5](https://i.imgur.com/vGdq4k4.png)
Request View For Staff
![Staff Approvals Management For Perfex CRM - 6](https://i.imgur.com/o6QSjBT.png)
Request Review Department – View All Staff Requests
![Staff Approvals Management For Perfex CRM - 7](https://i.imgur.com/Rylu57P.png)
![Staff Approvals Management For Perfex CRM - 8](https://i.imgur.com/pGxMJxi.png)
Activity Of Request Now Is Updated After Approving
![Staff Approvals Management For Perfex CRM - 9](https://i.imgur.com/sM82jC1.png)
Notifications & Emails Received For This Process
![Staff Approvals Management For Perfex CRM - 10](https://i.imgur.com/l8ynDpQ.png)
![Staff Approvals Management For Perfex CRM - 11](https://i.imgur.com/WQdjZWn.png)
![Staff Approvals Management For Perfex CRM - 12](https://i.imgur.com/u5gaP1Z.png)
![Staff Approvals Management For Perfex CRM - 13](https://i.imgur.com/V0YIYU1.png)
Permissions
![Staff Approvals Management For Perfex CRM - 14](https://i.imgur.com/ATiBxth.png)
- Login to Perfex CRM
- Goto Module > Installed Addons
- Select upload.zip
- Click “install” button to complete the installation.
- Done & Enjoy.
Version 1.1.0 17.02.2024
Added: Option to comment on Approval or Rejection.
Fixed: Reported bugs from customers.
Fixed: UI of module.
Version 1.0.0 04.10.2023
Initial version
Work illustrations by Storyset