FlexiNote for Perfex CRM
FlexiNote is a flexible note-taking and internal documentation module designed to extend Perfex CRM. It helps teams capture client notes, internal memos, and important project details directly inside your CRM — keeping context, attachments, and reminders all in one place.
With support for rich text, file attachments, tagging, user permissions, and reminder notifications, FlexiNote streamlines knowledge management and makes it easy to find and share critical information across your organization.
Key Features
- Rich text note editor with formatting and embedding
- Attach files, images, and documents to notes
- Create notes linked to clients, projects, invoices or leads
- Tagging and categories for fast organization and search
- Set reminders and notifications for important notes
- Share notes with teams or keep them private per user/role
- Version history and note activity logs
- Export notes to PDF or print for offline records
- Responsive UI integrated into Perfex CRM sidebar
Why Choose FlexiNote
FlexiNote fills the gap between simple comments and full project documentation by providing a lightweight but powerful note system inside Perfex CRM. It’s perfect for agencies, support teams, and sales operations that need to keep detailed context tied to clients and projects.
By centralizing notes, attachments, and reminders, your team reduces knowledge loss, improves handovers, and speeds up responses — all without leaving the CRM environment.
Product Information
- Name: FlexiNote for Perfex CRM
- Category: CRM Add-On / Perfex Module
- Framework: Perfex CRM (PHP / CodeIgniter)
- Responsive: Yes
- Integration: Seamless Perfex CRM integration (sidebar + client/profile links)
- License: Regular & Extended Available
- Source: CodeCanyon listing