Staff Approvals Management For Perfex CRM

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NOTE: This module is an extension for Perfex CRM and requires Perfex CRM to be installed.

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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!

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Request Types Management

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Create Request Type

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Manage Create Request For Staff

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Let's Request For Promotion

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Kanban To Manage All Staff Requests

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Request View For Staff

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Request Review Department – View All Staff Requests

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Approveve Staff Request For Promotion

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Activity Of Request Now Is Updated After Approving

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Notifications & Emails Received For This Process

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Menu

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Permissions

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https://lenzcreative.site/demo-crm/admin/authentication[email protected]lenzcreative123321
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  1. Login to Perfex CRM
  2. Goto Module > Installed Addons
  3. Select upload.zip
  4. Click “install” button to complete the installation.
  5. Done & Enjoy.
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Version 1.0.0 04.10.2023

Initial version

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Work illustrations by Storyset



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