Introduction, features, and documentation overview

Flutex connects your customers to your Perfex CRM through a branded Android and iOS application. Customers sign in with their contact accounts to view the information your business makes available to them.

The product has two connected parts: the Flutter mobile application and the Flutex Customer API module installed inside Perfex CRM. Your CRM remains the source of customer records, permissions, documents, and business settings.

What customers can do

Depending on their permissions and your CRM settings, customers can view invoices and payment records, review estimates and proposals, access contracts, follow projects and tasks, and communicate through support tickets and project discussions. The app also includes profile settings, announcements, notifications, and a knowledge base.

Flutex is a customer portal. Staff administration, lead management, and unrestricted access to other customers’ records remain outside this app’s scope.

Start here

  1. Read System Requirements and Before You Start – Installation Checklist.
  2. Follow How to Install Flutex – Complete Guide.
  3. Connect your own CRM and Firebase project.
  4. Test with a customer contact before changing branding.
  5. Complete the production checks before distributing the app.

If you are unfamiliar with Flutter or server administration, arrange help from a developer. The source code must be configured and built for your business before customers can install your branded release.

Write Your Comment