Approvify Staff Approvals Management For Perfex CRM

Approvify Staff Approvals Management For Perfex CRM 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.