Perfex CRM Mobile App (Android) – Leads, Tasks, Invoices, Tickets & Staff Management

Turn your Perfex CRM into a powerful native Android mobile app and let your team manage business operations anytime, anywhere.

This app is built specifically for Perfex CRM and helps staff manage leads, customers, tasks, invoices, estimates, proposals, support tickets, notifications, staff modules and more directly from mobile.

Perfect for agencies, sales teams, field staff, freelancers, developers, and businesses using Perfex CRM.

✅ Native Android App
✅ Built Specifically for Perfex CRM
✅ Modern Jetpack Compose UI
✅ REST API Module Included
✅ White-label Ready
✅ Real-time Notifications
✅ QR Code Login Support
✅ Multi-domain Support
✅ Regular Updates Since 2022
✅ Free Updates & Support

Try Live App Demo on Play Store | Download APK Directly

View Demo Admin Panel

Watch IOS App Demo Video

See how the Perfex CRM Mobile App works with leads, tasks, invoices, estimates, support tickets, QR login and real-time notifications.

Why Businesses Choose This App

• ✔ Access Perfex CRM directly from Android mobile
• ✔ Sales staff can manage leads instantly from the field
• ✔ Team members can manage tasks without opening laptop
• ✔ Staff can view invoices, estimates, proposals and PDFs on mobile
• ✔ Support team can manage customer tickets faster
• ✔ Real-time notifications help your team respond quickly
• ✔ Agencies can white-label and deliver it to their clients
• ✔ Includes ready-to-install REST API module for Perfex CRM

What Makes This App Different?

• ✔ Built only for Perfex CRM, not a generic CRM app
• ✔ Native Android performance using Kotlin
• ✔ Modern UI built with Jetpack Compose
• ✔ Clean MVVM architecture
• ✔ QR code login for faster setup
• ✔ Multi-domain support for agencies
• ✔ Role-based API permissions
• ✔ Regular updates since 2022
• ✔ Updated for latest Android versions

Why Use a Mobile App Instead of Browser?

Without Mobile App	With This Android App
Staff must open laptop or browser	Access CRM instantly from mobile
Slow lead updates from field staff	Update leads instantly on the go
Hard to manage tickets from mobile browser	Manage support tickets inside native app
Missed updates and slow response	Real-time notifications with Pusher
Not ideal for agencies and sales teams	White-label ready for agencies and businesses

Major Update – Jetpack Compose Migration

• ✨ Fully migrated to Jetpack Compose, Google’s modern Android UI toolkit
• ⚡ Faster performance and smoother navigation
• ✔ Improved architecture with MVVM and modular API structure
• ✔ Optimized for latest Android versions
• ✔ Better UI/UX and responsiveness
• ✔ Refactored API module for better stability and security

✅ Main Features

Dashboard & Overview

• ✔ Modern dashboard with key business insights
• ✔ Quick access to important modules
• ✔ Real-time data sync with Perfex CRM
• ✔ Mobile-friendly business overview

Leads & Customers

• ✔ Add, edit and delete leads
• ✔ Convert leads to customers
• ✔ Advanced lead search and filters
• ✔ Pagination for large lead datasets
• ✔ View and add customers
• ✔ Manage customer details and contacts
• ✔ Custom fields support for leads

Communication

• ✔ Call leads directly from app
• ✔ Send emails to leads and customers
• ✔ Quick contact actions

✅ Tasks & Productivity

• ✔ Create, update and manage tasks
• ✔ Assign tasks to staff
• ✔ Task comments support
• ✔ Task checklist support
• ✔ Task attachments support
• ✔ Start and stop task timer
• ✔ Task followers and collaboration

Calendar

• ✔ Integrated calendar view
• ✔ Track tasks and events easily
• ✔ Mobile-friendly calendar interface

Sales, Invoices, Estimates & Proposals

• ✔ View invoices
• ✔ View proposals
• ✔ View estimates
• ✔ Add estimates
• ✔ View estimate details with items, client info, billing/shipping info and totals
• ✔ Mark invoices as sent/cancelled
• ✔ Download and view invoice PDFs
• ✔ Proposal comments/discussion support
• ✔ Updated invoice detail handling including payments, notes, activity, attachments, totals and PDF actions

Support System

• ✔ Create, edit and delete support tickets
• ✔ Track ticket status
• ✔ Communication with clients via tickets
• ✔ Mobile support ticket management for staff

Notifications

• ✔ Real-time notifications with Pusher integration
• ✔ Android 13+ notification support
• ✔ Live updates from Perfex CRM

‍ Staff & Permissions

• ✔ Staff modules API integration
• ✔ Staff module screen
• ✔ Role-based API permissions
• ✔ Useful for teams and agencies

⚙️ Advanced Features

• ✔ QR code login functionality
• ✔ Camera/QR scanner flow for faster mobile login
• ✔ Dynamic API base URL/session handling support
• ✔ Multi-domain support
• ✔ Custom fields support
• ✔ Attachment handling for tasks, leads and other modules
• ✔ Language settings support
• ✔ Certificate pinning enabled only for release builds

Perfect For

• ✔ Agencies using Perfex CRM
• ✔ Freelancers managing leads and clients
• ✔ Sales teams working from field
• ✔ Businesses needing mobile CRM access
• ✔ Developers looking for ready Perfex Android source code
• ✔ Companies that want to white-label a Perfex CRM mobile app

Demo Admin Account

Admin URL: https://perfex.applicationdevelopers.in/admin/

Admin Login
Email: demo@gmail.com
Password: 123456

Employee Login
Email: employee@gmail.com
Password: 123456

App Screenshots

✨ Modern UI powered by Jetpack Compose
Experience a fast, smooth and intuitive interface designed for productivity.

What’s Included

• ✔ Full Android App Source Code — Kotlin + Jetpack Compose
• ✔ Complete Perfex CRM REST API Module — ready to install
• ✔ Detailed Documentation — setup and integration guide
• ✔ Clean and scalable MVVM architecture
• ✔ Free updates for future improvements
• ✔ Support for setup and configuration

Built With Modern Android Technologies

Language	Kotlin
UI Framework	Jetpack Compose
Architecture	MVVM / Clean Architecture
Notifications	Pusher Realtime
API	REST API Included

⚙️ Technical Details

• Required: Perfex CRM
• Backend: Perfex CRM REST API Module included
• Language: Kotlin
• Compile SDK: 36
• Min SDK: 29
• Target SDK: 36
• UI: Jetpack Compose + Google Material Design
• Architecture: MVVM + Clean Code
• Notifications: Pusher Realtime
• QR Login: Supported
• Multi-domain: Supported

Whatsapp Support

Join our Whatsapp support community:
https://chat.whatsapp.com/C3eTSReTuqg2Tuki9b26pP

Telegram Support

Join our Telegram support group:
https://t.me/perfex_crm_android_app

Change Log

# UPDATE V 1.3

- Prepared buyer-safe Android and iOS source packaging.
- Removed seller signing credentials and generated metadata.
- Added optional Android release signing with a buyer credential template.
- Added buyer-replaceable iOS identity and synchronized version/build values.
- Added iOS privacy manifest, privacy-policy template, and release checklist.

# UPDATE V 1.2 - (MAJOR UPDATE) (28 May 2026)
Added
- Added QR code login functionality.
- Added camera/QR scanner flow for faster mobile login.
- Added dynamic API base URL/session handling support for QR login.
- Added staff modules API integration and staff module screen.
- Added Add Estimate flow with customer, currency, sale agent, country, item, tax, discount, shipping, and billing support.
- Added View Estimate details screen with estimate items, client info, billing/shipping info, totals, and status data.
- Added proposal discussion/comment API support.
- Added new sales item, currency, assignee, country, and proposal initial-data integrations.
- Added invoice add payload support for the updated API structure.
- Added updated invoice detail handling including payments, notes, activity, attachments, totals, and PDF actions.
- Added/updated unit tests for APIs and response models.
Improved
- Updated proposal add form to support latest API payload.
- Improved proposal related-to selection for leads and customers.
- Improved proposal currency, assigned staff, country, and item selection.
- Improved proposal pricing calculations including discount total updates.
- Updated proposal detail API integration to use the latest endpoint.
- Removed unnecessary related-items API call from proposal detail screen.
- Improved estimate list parsing for the latest API response.
- Improved invoice list and invoice detail parsing for the latest API response.
- Improved customer, lead, task, ticket, payment, dashboard, appointment, and notification API integrations.
- Improved null-safety across multiple detail screens to reduce crashes from empty API fields.
- Improved PDF download/auth handling for invoice PDFs.
- Improved certificate pinning behavior so it is enabled only for release builds.
- Refactored common API response handling and network interceptors.
Fixed
- Fixed estimates not showing in estimate list.
- Fixed crash while opening estimate details.
- Fixed crash in invoice detail screen when nullable text fields were empty.
- Fixed double currency symbol display in invoice totals.
- Fixed invoice “mark as sent” API error caused by empty form-encoded request.
- Fixed proposal discussion tab spacing issue.
- Fixed add proposal missing dropdown data for customers, leads, currencies, staff, countries, and items.
- Fixed add estimate missing customers, countries, currencies, sale agents, and items.
- Fixed GET/POST method mismatch for estimates, assignees, countries, and currencies APIs.
- Fixed serialized/extra invoice data being shown in the UI.
- Fixed several model parsing issues caused by mixed API value types.
Technical
- Updated Retrofit API definitions for the latest Perfex mobile API endpoints.
- Added shared response extension helpers.
- Added dynamic base URL and auth session interceptors.
- Updated local repositories, use cases, view models, and Compose screens across major modules.
- Added model tests for proposals, estimates, invoices, customers, and dashboard responses.
# UPDATE V 1.1 - (MAJOR UPDATE) (28 April 2026)
- Complete migration to Jetpack Compose
- Improved performance and UI responsiveness
- Refactored architecture to follow clean architecture
- Refactored API module completely
- Fixed security issues in API module
- Enhanced user experience
- Invoice total amount bug fix
- Call not dialing bug fix
- View invoice bug fix
- Other minor bug fixes and stability improvements
# UPDATE V 1.0.85 -  (10 March 2026)
- All the libraries are updated, works now with latest Android Studio
# UPDATE V 1.0.84 -  (16 July 25)
- Fixed repeating tabs on the main menu.
# UPDATE V 1.0.83 -  (15 July 25)
- Fixed customer active/inactive status not updating.
# UPDATE V 1.0.82 -  (28 June 25)
- Fixed APK generating issues
- Migrated to work with latest Android Studio version
- Updated all the packages used in this application
# UPDATE V 1.0.81.1 -  (14 Sept 24)
- Fixed Calendar bug 
- Fixed customer's screen not dialing calls properly.
- Fixed lead's screen bug not dialing calls properly.
- Fixed invoices and proposals not showing properly.
# UPDATE V 1.0.81 -  (07 Sept 24)
- Fixed customer's API for staff 
- Updated all the libraries used in the app.
- Added new demo URL.
# UPDATE V 1.0.80 -  (16 March 24)
- Live demo for web and app added
- Added calendar on home screen
- Small bug fixed
- APIs updated
# UPDATE V 1.0.79 -  (21 February 24)
- Invoice bug fixed
- Customers bug fixed
- APIs updated
# UPDATE V 1.0.78 - (30 July 23)
- Added Leads filter
- Added Leads search from server side
- Added pagination on leads
- Other small bug fixes.
# UPDATE V 1.0.77 - (15 July 23)
- Added permission for notifications as per Android 13 guideline
- Fixed Android 13 notifications bug.
- Other small bug fixes.
# UPDATE V 1.0.76 - (04 July 23)
- Added option to use with multi domains
- Fixed attachments not opening on leads & tasks.
- Other small bug fixes.
# UPDATE V 1.0.75 - (23 April 23)
- Added live location feature
- Admin can view location updates
- Admin can turn off location access
# UPDATE V 1.0.74 - (08 April 23)
- Added custom fields option in Add/Edit/View Leads
- Fixed convert to customer bug
- Fixed Lead not showing bug
# UPDATE V 1.0.73 - (26 Mar 23)
- Major API security improvements
- View/download invoice, mark as sent/cancelled
- Add invoice screen, new sidebar
- Fix customer profile bug
# UPDATE V 1.0.72 - (02 Mar 23)
- Converted APIs into separate module
- Updated docs
- Permission and search bug fixes
- Proposal bug fix
# UPDATE V 1.0.71 - (22 Feb 23)
- Added 2 more tabs in view task
- Fixed search bug in support tab
# UPDATE V 1.0.7 - (19 Feb 23)
- View/Update task info, assignees, followers, attachments, comments, checklist
- Bug fixes
# UPDATE V 1.0.6 - (10 Feb 23)
- Added Sales feature
- CRM logo on login screen
- App language setting added
- Role-based permissions on APIs
# UPDATE V 1.0.5 - (8 Jan 23)
- Sales menu, proposal view and comments
- Bug fixes on notifications, customer/tasks screen
# UPDATE V 1.0.3 - (22 Dec 22)
- Fixed notifications bug
- Updated Android SDK & docs
# UPDATE V 1.0.2 - (19 Dec 22)
- Fixed tasks bug
# UPDATE V 1.0.1 - (12 Dec 22)
- Notifications + Live Notifications (Pusher)
- Live Demo added
- Bug fixes
# UPDATE V 1.0 - (1 Dec 22)
- Initial Release