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.

Perfect for

Agencies and consultancies running client workshops

Product and project teams planning inside Perfex

Support and CS teams capturing feedback visually

Any Perfex install that needs structured brainstorming without another SaaS subscription

See How it Works for your Business

DEMO

Admin Username

testadmin@gmail.com

Password

password@1234

Support

Please send an email from Support page for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in comments section.

VERSION HISTORY

Version 1.0.0 – 22nd July, 2026 Initial Release