FlexVisual — AI Visual Collaboration Boards for Perfex CRM

Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin.

Turn brainstorms, workshops, and client planning into living boards inside Perfex — so ideas stay attached to the customer, not lost in whiteboards, Miro links, or chat threads.

WHY YOU NEED NEED THIS

Most teams already run projects, tickets, and client work in Perfex. The missing piece is a shared visual space where staff (and optionally customers) can think together. Without FlexVisual, collaboration usually happens outside of your CRM:

• Sticky notes in Miro / FigJam that nobody revisits
• Meeting ideas trapped in Zoom chat or email
• “We’ll document it later” that never happens
• Clients left out of the planning conversation

FlexVisual keeps that work inside Perfex — next to the same clients, staff, and workflows you already use.

WHAT IT BRINGS TO YOUR PERFEX CRM

Workspaces for every initiative

Create a workspace per client, project, or team. Invite staff with clear roles (owner, editor, viewer).