PERQ CRM5.41.0 - App Store

PERQ CRM is a lead management and "up system" for furniture stores that replaces paper or out-dated computer based systems with a flexible cloud based system that can be used on most any modern web browser. With PERQ CRM, your salespeople can maximize the value of every lead that walks through the door. The companion iOS app gives salespeople an instant view of the up-list and push notifications so they know when to be at the front of the store to take customers. The CRM features enable your salespeople to capture contact information from customers for follow-up calls, emails, and mailings. The task system lets salespeople schedule follow-ups for contacts and work/manage them from a single screen.

Version History - Sketcher: Dimension labels on hand drawnobjects
- Sketcher: Line thickness adjutment
- Sketcher: Control the overlap of objects (z-order)
- Sketcher: Email or text the PDF of a sketch
- Sketcher: My Sketches page delete, click row to edit 5.41.0 4d ago - New Sketch button on Up List provides quicker access to create and edit sketches
- Support for drop-down and multi-select custom field types
- Fixed bug with permission for adding unattended customers 5.40.1 Sep 17 Sketcher furniture library (sofas, chairs, tables, etc.) 5.39.0 Sep 10 New sketcher tool allow salespeople to sketch room furniture layouts.
Custom contact fields are shows on the sketcher Customer Info panel.
Message threads page now remembers the last filter instead of defaulting to 'Mine'.
Web URLs in inbound messages are now clickable and will launch a browser to that URL.
Stripe payments integration now displays a confirmation page.
New contact form honors new server side settings for hiding unused contact fields.
Bug Fix: Weird behavior when using the pencil tool with fills and then using undo / redo. 5.38.0 Aug 26 Bug fix involving required fields. 5.36.0 Jul 6 Support for merging contacts 5.35.0 Jun 18 Ability to edit survey response and notes from Customer Activity tab of Sales Dashboard 5.33.0 Apr 23 Ability to associate a contact to an up-list event from the duplicate contact warning dialog. 5.32.0 Mar 12 Ability to view contact from the Customer Activity association dialog. 5.31.0 Feb 26 New summary data item on Sales Dashboard -> Customer Activity. The sum of the projected sales amount for all won deals will be displayed next to the total surveys marked as sold. 5.30.1 Feb 13 Performance improvements to the messaging screens. 5.29.3 12/09/2025 Enhancements to the Messages page to improve the formatting and performance of the scrolling list of message threads. 5.29.2 12/04/2025 Bug Fix: Message Threads page only showing the most recent 3 message threads. 5.29.1 11/24/2025 New calendar picker for selecting dates 5.29.0 11/20/2025 New Customer Activity tab on the Sales Dashboard 5.27.2 11/06/2025 Support for associating existing or newly created contacts with ups and be-backs on the Up List. 5.27.0 10/29/2025 - Contacts - Added option for "In-Home" when creating new appointments
- Up-List - Ability to "reassign" to the same user for changing from up to be-back or vice-versa
- Up-List - Ability to change an assigned unattended customer to employee or other non-customer type and undo the assignment 5.26.0 07/22/2025 Added support for AI responses when composing SMS messages
Added support for AI responses when replying to reviews 5.25.0 07/08/2025 Added support for scheduling messages. First compose your message or select a template. Then, tap the plus icon and select "Schedule Message" to choose a date and time to send the message. 5.23.0 06/25/2025 Added support for finishing individual ups and bebacks while stacked.
Added support for viewing the photos of customers. 5.22.0 04/01/2025 Added support for defaulting to the specified workflow when creating new contacts. 5.20.0 02/13/2025 Support for clearing unattended customers and changing traffic group types on mobile. 5.19.0 01/31/2025 Added support for the new user email templates engine. 5.18.0 11/21/2024 Fixed an issue with selecting photos from customer description
Fixed an issue with the undo button on Up-List for managers 5.16.2 10/24/2024 Fixed an issue with the add contact screen not appearing upon completion of an up.
Fixed an issue with salespeople and managers not being presented with the unattended customers photo list. 5.16.1 10/11/2024