Whiteboard Module for Perfex CRM

Note: This is a add-on module for Perfex CRM. It is not a standalone script and requires Perfex CRM to function.

Overview

The Whiteboard Module for Perfex CRM brings a lightweight, fully integrated visual collaboration tool into your CRM. Powered by Excalidraw, the module provides a simple yet powerful canvas for freehand drawing, shapes, connectors, text, and image support — ideal for brainstorming, UX sketches, flowcharts, and project planning without leaving Perfex.

Built for seamless installation and compatibility with Perfex CRM (v3.1.0 and above), the module matches the CRM’s minimal UI, supports unlimited whiteboards, and lets you share boards with specific staff or clients. It requires no core file modifications (update-safe).

Demo

Admin Login: https://perfex.codeonstring.com/admin
Email: admin@example.com
Password: 123456789

Staff Login: https://perfex.codeonstring.com/admin
Email: staff@example.com
Password: 123456789

Customer Login: https://perfex.codeonstring.com/login
Email: customer@example.com
Password: 123456789

How to Use

• Navigate to the Whiteboard section from the main menu.
• Create a new whiteboard or open one that has been shared with you.
• Click the palette icon to start drawing and collaborating.

Note: Whiteboard permissions take precedence over role permissions. Ensure the staff role includes whiteboard access for proper functionality.

Features

• Seamless integration with Perfex CRM (v3.1.0 and above)
• Clean and minimal UI that matches Perfex CRM’s design
• Powered by Excalidraw – simple yet powerful whiteboard experience
• No API, No Credentials, No third-party Requirements
• Create, edit, and manage unlimited whiteboards
• Supports freehand drawing, shapes, images, text, and connectors
• Export whiteboards as PDF, PNG (Image), and SVG
• Export selected elements
• Transparent background support for exports
• Import and Export whiteboard designs
• Fullscreen mode for distraction-free drawing
• Auto Save functionality for seamless workflow
• Supports View Mode
• Target Specific Users
• Supports Both Staff & Clients
• No core file modifications – update-safe and modular
• Quick installation and ready-to-use interface

What’s Included

• Whiteboard Module
• Documentation
• Free lifetime updates and 6 months support

Requirements

• Perfex CRM version 3.1.0 or higher

Documentation

For detailed instructions on installation and configuration, please refer to the online documentation at: https://perfex.codeonstring.com/whiteboard-documentation

Support

Comprehensive documentation is included. For further assistance, feel free to reach out to us at codeonstring@gmail.com

Change Log

Version 1.0.1 - Added Import & Export (JSON) support for whiteboard designs - Added Export options: PDF, Image (PNG), and SVG - Supports selected elements export - Supports transparent background - Added Fullscreen mode for an enhanced drawing experience - Added Auto Save functionality - Added View Mode Version 1.0.0 - Initial Release