FlexVisual — AI Visual Collaboration Boards for Perfex CRM – SnoopTool Deal

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 nev

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