Important Prerequisite Notice

Note: This is a third-party mobile app integration, not a standalone application. A self-hosted installation of Perfex CRM is required to use this app.

If you do not already own Perfex CRM, you can purchase it separately on CodeCanyon here.

Note: You do not need to purchase a separate REST API extension. Our package includes its own dedicated backend API connector module ready to install into your Perfex CRM modules directory.

Disclaimer: Glofex is an independently developed third-party product and is not officially affiliated with, endorsed by, or sponsored by Perfex CRM.

Glofex | Mobile App Compatible With Perfex CRM

Overview:

The Glofex Mobile App brings comprehensive business management directly to your mobile device. Developed with speed and simplicity in mind, it provides real-time access to your company’s CRM data anywhere, anytime.

Welcome to Glofex | Mobile App Compatible With Perfex CRM, a powerful Flutter application designed for administrators and staff members on the go. Glofex connects directly to your self-hosted Perfex CRM installation via clean REST API endpoints using the included backend connector module.

Empower your administrators and field staff to view assigned tasks, manage customer relationships, process sales, track expenses, and view business analytics through role-based access controls. Supported by our dedicated support team, help is always within reach.

Step-by-Step Mobile App User Guide

1. Customer Management

Staff members can view and access client information on the move:

• Browse & Search: Scroll through the client list or use the top search bar to locate specific business accounts instantly.
• Access Contact Info: Tap any customer to view phone numbers, email addresses, and shipping/billing addresses.
• Review Customer History: Check attached invoices, active projects, and assigned account staff before client meetings.

2. Sales & Invoicing

Keep track of billing and revenue directly from the app interface:

• Inspect Invoices & Estimates: View issued invoices, current payment statuses (Paid, Unpaid, Overdue), due dates, and line item details.
• Check Proposals & Credit Notes: Open active sales proposals or outstanding credit notes to address client questions on site.
• Browse Item Catalog: View listed products, services, and unit pricing stored in your CRM.

3. Expenses & Subscriptions

Monitor company spending and recurring billing while away from the desk:

• Track Expenses: Review logged business expenses, expense categories, total amounts, and billable statuses.
• Inspect Receipt Attachments: Tap on expense records to open and verify attached receipt images or PDF files.
• Monitor Subscriptions: Check active client subscription packages, renewal dates, and billing intervals.

4. Projects & Task Management

Keep field teams productive and update work progress in real time:

• Track Projects: Open projects to view completion percentages, milestone targets, and assigned team members.
• Manage Tasks: Create new tasks, set priority levels (Low, Medium, High, Urgent), set due dates, and assign staff.
• Update Progress & Log Time: Change task statuses (In Progress, Testing, Complete) and inspect logged working hours.

5. Leads & Pipeline Management

Capture and convert sales opportunities on the go:

• Capture New Leads: Complete the in-app form to save new leads directly into your Perfex CRM database.
• Filter & Update Deals: Filter prospects by status or source, update pipeline stages, and add conversation notes.
• Review Estimate Requests: View incoming customer requests for estimates and assign follow-up tasks to staff.

6. Support Tickets & Internal Communications

Provide customer support and maintain team alignment anywhere:

• Manage Tickets: Open customer support tickets, review thread message histories, update ticket priority, and post responses.
• Read Announcements: Stay updated with company-wide news posted by administrators in the internal bulletin.
• Activity Stream: View real-time log entries of recent actions performed across the CRM system.

7. Seamless Role & Permission Syncing

Glofex automatically syncs with your Perfex CRM user roles and permission policies. When a staff member logs in, the mobile interface dynamically updates to display only the modules, buttons, and records that their CRM account is authorized to view or edit.

Technical Requirements:

Server & Backend Prerequisites:

• Perfex CRM: Version 2.9.x / 3.x or higher
• PHP Version: PHP 8.1 or higher
• Database: MySQL 5.7+ / MariaDB 10.3+
• Server Protocol: Active SSL Certificate (HTTPS required for secure API communication)
• Web Server: Apache / Nginx with mod_rewrite enabled

Mobile Development Prerequisites (Source Code):

• Flutter SDK: 3.19.x or higher
• Dart SDK: 3.3.x or higher
• Android: compileSdk 36, targetSdk 36 (Min SDK 21 / Android 5.0+)
• iOS: Deployment Target iOS 12.0 or higher (Xcode 15+ on macOS)

External Services & Infrastructure Notice

Push Notifications: Real-time push alerts rely on Firebase Cloud Messaging (FCM).

While standard push notification delivery through Firebase is free of charge, high message volume, custom third-party integrations, or external notification infrastructure may incur separate costs from service providers.

Download on Play Store:

Demo Credentials:

Username: demo@xessglobal.net
Password: 123456

Contact & Support:

Support Portal: https://helpdesk.xessglobal.net/register

Changelog:

12 Aug 2026
Version 1.1.3 Build 27

+ [Update] Android SDK update to compileSdk 36 and targetSdk 36.
+ [Added] Expenses module view and filtering capabilities for staff members.
+ [Added] Subscriptions, Contracts, Utilities, and Reports screens.
+ [Improvements] Updated brand assets, Dark mode theme, and performance optimizations.

22 Jan 2025
Version 1.1.2 Build 26

+ [Update] Maintenance and stability release.

10 Jun 2024
Version 1.1.2 Build 25

+ [Added] Lead details view.
+ [Improvements] UI Updates.
+ [Improvements] Fixed minor bugs.
+ [Improvements] Updated API Module.

10 Jun 2024
Version 1.1.1 Build 23

+ [Added] Latest Activity stream.
+ [Improvements] UI Updates.
+ [Improvements] Fixed minor bugs.
+ [Improvements] Updated API Module.

05 Jun 2024
Version 1.1.0 Build 20

+ [Added] Lead creation capability.
+ [Added] Lead source and status filtering.
+ [Added] Lead country information.
+ [Improvements] Fixed minor bugs.
+ [Improvements] Updated API Module.

25 May 2024
Version 1.0.9 Build 17

+ [Added] New Lead functionality.
+ [Added] Ticket deletion and status updates.
+ [Added] Ticket last reply status.
+ [Improvements] Fixed minor bugs.
+ [Improvements] Updated API Module.

16 May 2024
Version 1.0.8 Build 13

+ [Added] Support Tickets view.
+ [Improvements] Ticket view UI enhancements.
+ [Improvements] Fixed minor bugs.
+ [Improvements] Updated API Module.

16 May 2024
Version 1.0.7 Build 12

+ [Added] Task logged time tracking.
+ [Added] Task assignees, followers, and creator details.
+ [Added] Task status updates.
+ [Improvements] Task view UI enhancements.
+ [Improvements] Fixed minor bugs.
+ [Improvements] Updated API Module.

12 May 2024
Version 1.0.5 Build 9

+ [Added] Project progress metrics.
+ [Added] Project creation date & status.
+ [Improvements] Project data UI enhancements.
+ [Improvements] Fixed minor bugs.
+ [Improvements] Updated API Module.

10 May 2024
Version 1.0.4 Build 8

+ [Added] Project Details view.
+ [Improvements] Project details display enhancements.
+ [Improvements] Fixed minor bugs.
+ [Improvements] Updated API Module.

09 May 2024
Version 1.0.3 Build 6

+ [Added] Task Details view.
+ [Improvements] Task status UI enhancements.
+ [Improvements] Fixed minor bugs.
+ [Improvements] Updated API Module.

07 May 2024
Version 1.0.2 Build 4

+ [Added] Announcements feature.
+ [Improvements] UI enhancements.
+ [Improvements] Fixed minor bugs.
+ [Improvements] In-app and API authentication logic.

06 May 2024
Version 1.0.1 Build 3

+ [Added] Reminders functionality.
+ [Improvements] UI enhancements.
+ [Improvements] Fixed minor bugs.

Version 1.0.0 Build 2

+ [Added] Initial release.
+ [Added] Leads management, Task priority/status, Project tracking.

Get Started Today!

Enhance your business management experience. Try Glofex | Mobile App Compatible With Perfex CRM now and take your productivity to the next level!