Description

Important: ApprovalFlow is a module that runs inside Perfex CRM — not a standalone application. You need an existing install of Perfex — Powerful Open Source CRM to use it.

ApprovalFlow — the approval engine your Perfex CRM was missing
Right now, any staff member with write access to your Perfex CRM can create a $50,000 invoice, apply a 40% discount, sign a contract or submit an expense without a single manager seeing it first. ApprovalFlow fixes that. One blocked unauthorized transaction pays for this module a hundred times over.

ApprovalFlow installs in under 2 minutes, requires zero code changes and adds a configurable approval-request system to the five core financial document types in Perfex: invoices, estimates, proposals, contracts and expenses. Unlike generic staff-request modules, this is governance for your actual CRM transactions — the documents that directly represent money in or money out.