Staff Approvals Management For Perfex CRM

Description

Staff Approvals Management For Perfex CRM

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

Introducing Approvify: Streamlined Staff Approvals Management

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.