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). Ready-made templates that save time Start from SWOT, roadmaps, prioritization matrices, feedback grids, 1:1s, brainstorms, and more — or begin blank and build your own layout. Real collaboration on one board Sticky notes, text, shapes, images, and GIFs. See who’s online. Edit together. Save and sync as you work. Optional customer collaboration Invite a client contact into a workspace so they can view or contribute on boards from the customer portal. Perfect for workshops, kickoffs, and shared planning — with a setting to turn this on only when you want it. AI assist where it helps Summarize stickies, suggest ideas, and refine notes without leaving the board. Board lifecycle that stays clean Archive boards when a phase ends. Archived boards stay viewable but locked until you unarchive — no accidental edits. How Teams are using FlexVisual Client kickoff Sales closes a deal. The account team opens a workspace for that customer, picks a kickoff template, invites the primary contact, and runs the session on a FlexVisual board. Requirements live in Perfex — not a third-party tool the client forgets to reopen. Weekly team planning Managers run “Now / Next / Later” or prioritization boards with the team. Decisions stay visible. New boards don’t bury old ones — archive what you’ve finished. Support & product feedback Support or product leads drop feedback into a board, cluster themes with stickies, and use AI to summarize patterns before the next sprint meeting. Agency / consulting workshops Consultants facilitate SWOT or “How Might We” sessions with the client online. Everyone works on the same mural-style board from their Perfex login. Internal 1:1s and retros Simple templates for weekly 1:1s or team retros — reusable, consistent, and searchable inside your CRM.  

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• Instant access to all plugins and all themes including all future releases
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• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
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(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.