FlexVisual - AI Visual Collaboration Boards for Perfex CRM

Live Demo: FlexVisual - AI Visual Collaboration Boards for Perfex CRM Live Demo

FlexVisual is a powerful plugin for Perfex CRM that transforms brainstorms, workshops, and client planning into dynamic visual boards, keeping ideas directly connected to your customers within the Perfex platform.

Most teams already manage projects, tickets, and client work within Perfex. However, the missing piece is a shared visual space where staff and clients can collaboratively think and work together. Without FlexVisual, collaboration often happens outside of your CRM, leading to scattered ideas and lost momentum. Sticky notes on Miro or FigJam that go unvisited, meeting ideas trapped in Zoom chat or email, and the common "We'll document it later" that never happens. FlexVisual brings all of that work inside Perfex, keeping it seamlessly integrated with your existing clients, staff, and workflows.

FlexVisual offers a range of features to enhance your collaboration within Perfex:

Workspaces for Every Initiative

Create dedicated workspaces for each client, project, or team. Invite team members with clear roles (owner, editor, viewer) to ensure efficient collaboration and accountability.

Ready-Made Templates That Save Time

Start with a variety of pre-designed templates, including SWOT analyses, roadmaps, prioritization matrices, feedback grids, 1:1 meeting agendas, brainstorming templates, and more. Or, begin with a blank canvas and build your own custom layout.

Real-Time Collaboration on One Board

Utilize sticky notes, text, shapes, images, and GIFs to bring your ideas to life. See who is online and actively collaborating, edit together in real-time, and save and sync your work seamlessly.

Optional Customer Collaboration

Invite client contacts into workspaces to view or contribute to boards directly from the customer portal. This is perfect for workshops, client kickoffs, and shared planning, with the option to turn on customer collaboration only when desired.

AI Assist Where It Helps

Leverage AI assistance to summarize sticky notes, generate fresh ideas, and refine your notes without leaving the board. Streamline your brainstorming and planning processes with intelligent suggestions.

Board Lifecycle That Stays Clean

Archive boards when a phase is complete. Archived boards remain viewable but locked until you unarchive them, ensuring a clean and organized workspace.

Ideal Use Cases

FlexVisual empowers teams across various use cases:

• Client Kickoff: When a sales deal closes, the account team can instantly open a workspace for the client, select a kickoff template, invite the primary contact, and conduct the session collaboratively on a FlexVisual board. Requirements stay within Perfex, eliminating the need for external tools.

• Weekly Team Planning: Managers can run "Now/Next/Later" or prioritization boards with the team. Decisions remain visible, and new boards don't bury old ones. Archive completed boards for a clean and organized workspace.

• Support & Product Feedback: Support or product leads can gather feedback into a board, cluster themes using sticky notes, and utilize AI to summarize patterns before the next sprint meeting.

• Agency/Consulting Workshops: Consultants can facilitate SWOT or "How Might We" sessions with clients 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 ensure consistency and searchability within your CRM.

FlexVisual revolutionizes collaboration within Perfex CRM, bringing visual thinking and real-time teamwork directly into your workflow.

Category: PHP Scripts

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1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

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Benefits of our Membership Plans

• Instant access to all plugins and all themes including all future releases
• 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.
• Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

• We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
• We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
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For more information please read FAQs & About Us.

(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.