Sticky Notes Module For Perfex CRM

The Sticky Notes Module is a practical and intuitive add-on for Perfex CRM, designed to help users organize their daily tasks, reminders, and important notes directly within the CRM dashboard. It enhances productivity by allowing you to create, edit, and manage virtual sticky notes—just like real ones—inside the system, keeping all essential information visible and accessible.

With this module, users can easily pin notes to clients, projects, tasks, or any area of the CRM to improve communication and workflow efficiency. The interface is user-friendly and integrates seamlessly with the Perfex CRM ecosystem.

Brief Description

• Quick Notes: Create personal notes instantly from anywhere in the admin panel.
• Linked Notes: Set notes related to specific Projects, Customers, Estimates, Proposals, Tickets, Invoices. When viewing a linked item (e.g., Invoice #123), only its related notes are shown.
• Floating & Draggable UI: Notes float over the CRM interface and can be repositioned freely.
• Visibility Toggle: Switch between All Notes View and Linked Notes View (contextual to the current item).
• Expand/Minimize Notes: Collapse or expand individual notes for a cleaner workspace.
• Rich Text Formatting: Format note content with Bold / Italic, Font size adjustments.
• Color Customization: Assign different colors to notes for visual categorization.
• Reminders & Notifications: Set reminders for each note with Email alerts or Perfex Notifications.
• Pin to Top: Keep important notes always visible by pinning them to the top.
• Permission Control: Only staff with granted permissions can access and use the module.

Preview: Added advantage:

• Personalized Experience: Each user controls their own list of notes independently. And with move and expand functionality, you can place your notes anywhere on the screen.
• Time-saving: Quickly view pending work via notes from anywhere in the CRM.
• Improved organization: Keeps reminding for pending works.
• Simple & intuitive: Requires no technical skill to install or configure.

Documentation It takes only a few seconds to be installed and activated. Documentation is included. If you have any questions, feel free to raise a support ticket at our support area. Guys from support department will get back to you as soon as possible with a reply. Keep in mind that absolutely no coding is needed! Just follow the instructions and be able to use “Sticky Notes” module in minutes.  

(Only For Premium Category Products !)

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.

(Only For Membership Category Products !)

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.
• We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

• Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
• Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

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.