Deal Rooms Module 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.

MEET FLEXROOM, YOUR DIGITAL SALES ROOM

This module adds branded Deal Rooms to your Perfex CRM — a single, shareable page where buyers can review everything for a deal without logging into the client area.

Build rooms with a visual block editor, brand them with your colors and logos, protect them with a password, set an expiry date, and track when buyers open the room, download files, and ask questions.

Create rooms from scratch or launch one straight from a Perfex proposal.

WHO’S IS THIS FOR

Agencies, consultants, SaaS sales teams, and anyone who closes deals in Perfex and wants a cleaner buyer experience than email attachments.

MAIN FEATURES

• A polished, mobile-friendly deal room
• Visual page builder with drag-and-drop blocks
• Files, proposals, estimates, videos, and next steps in one place
• A questions thread to ask your team — no Perfex account needed
• Staff replies and in-app notifications when buyers comment
• Optional password gate and expiry

Perfex CRM integration

• Link rooms to customers, leads, proposals, and estimates
• Create deal room from a proposal screen