Staff Approvals Management For Perfex CRM

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.
• Custom Fields Integration: Tailor each approval category with specific custom fields. For example, a Vacation Request may require details such as start and end dates, while a Promotion Request might include fields for current position, desired position, and justifications. This flexibility ensures that each type of request captures the exact information needed.
• 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

Create Request Type

Manage Create Request For Staff

Let’s Request For Promotion

Kanban To Manage All Staff Requests

Request View For Staff

Request Review Department – View All Staff Requests

Approve Staff Request For Promotion

Activity Of Request Now Is Updated After Approving

Approval Category Custom Fields

Notifications & Emails Received For This Process

Menu

Permissions

URL Email Password https://lenzcreative.net/marketplace-pcrm-demo/admin demo@lenzcreative.net lenzcreative123321

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.

Version 1.2.0 22.08.2024

Added: Custom Fields Integration With Approval Categories.
Fixed: Reported bugs from customers.
Fixed: UI of module.

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