FlexVisual – AI Visual Collaboration Boards for Perfex CRM

Description

Live View

Visual Collaboration, Inside Perfex CRM

FlexVisual turns Perfex CRM into a shared visual workspace. Instead of ideas getting lost in separate whiteboard apps, chats and emails, teams and clients can plan, brainstorm and review work on boards that stay linked to the clients and projects already managed in Perfex.

Why Teams Choose FlexVisual

Many teams already run projects, tickets and client work in Perfex, but visual thinking often happens somewhere else. FlexVisual closes that gap by bringing workshops, kickoffs, planning sessions and feedback reviews into the CRM itself, so decisions stay visible and easy to find later.

Key Features

• Dedicated workspaces for each client, project or team, with clear member roles including owner, editor and viewer
• Ready-made templates for SWOT analysis, roadmaps, prioritization matrices, feedback grids, 1:1 meetings and brainstorming, plus a blank canvas for custom layouts
• Real-time boards using sticky notes, text, shapes, images and GIFs, with live presence so you can see who is working on a board
• Optional customer collaboration through the customer portal, so client contacts can view or contribute only when you choose to invite them
• AI assistance to summarize sticky notes, spark new ideas and tidy up notes without leaving the board
• Board archiving to keep workspaces clean: archived boards stay viewable but locked until they are unarchived

Ways to Use It

• Client kickoffs: open a workspace when a deal closes, pick a kickoff template and run the session with the client on one board
• Weekly planning: run Now/Next/Later or prioritization boards with the team and keep past decisions easy to revisit
• Feedback and product planning: collect feedback on a board, group themes with sticky notes and summarize patterns before the next sprint
• Agency and consulting workshops: run SWOT or How Might We sessions with clients from their Perfex login
• Internal 1:1s and retrospectives: use consistent, searchable templates for regular check-ins and reviews

A Cleaner Way to Plan Together

FlexVisual is built for teams that want visual thinking without adding another disconnected tool. It keeps brainstorming, planning and client collaboration organized, searchable and close to the work in Perfex CRM.