$39
Build rooms with a visual block editor, brand them with your colors and logos, protect them with a password, set an expiry date, and track when buyers open the room, download files, and ask questions. FlexRoom adds branded Deal Rooms to Perfex CRM — a single, shareable page where buyers can review everything for a deal without logging into the client area.
Stop sending buyers a messy trail of PDFs, proposal URLs, Slack threads, and “just checking in” emails. FlexRoom gives every deal a single branded page — files, offer, contacts, next steps, and questions — so buyers open one link and see everything they need to decide.
Set your accent color, cover, logos (yours + theirs), header layout, and subtitle so the room feels like a premium sales experience — not a random file dump. Buyers trust what looks intentional; FlexRoom makes every share look polished and on-brand.
Drag blocks into place, nest them under sections, and switch Edit / Preview instantly. New rooms start with useful defaults (Welcome, Why us, Contact, Files, Questions — plus Offer when something’s linked), so you’re not staring at a blank canvas when a deal is hot.
Welcome message, value proposition, notes, team, contact card, links, images, files, video, milestones, meetings, next steps, proposals, estimates, forms, and Q&A — all on one scrollable room. Buyers review at their pace instead of chasing pieces across inboxes.
Share a clean public URL. They open it on any device — no client-area account, no password reset tickets, no “can you resend access?” friction. Add an optional room password and expiry when the deal is sensitive or time-bound. Preview as the buyer before you go live.
See opens, time spent, downloads, and activity in one place — DocSend-style insight without a separate tool. Hot, Engaged, Stalled, and Unopened badges help your team prioritize follow-ups: chase the buyers who are digging in, re-engage the ones who stalled, and stop guessing who opened what.
Questions live on the room itself — buyers comment without creating an account. Your team replies from the Activity tab, gets in-app and email alerts when a buyer posts, and can moderate the thread. Fewer email chains. Faster clarification. Deals move.
Drop the Perfex proposal or estimate into the room, attach the decks and contracts buyers actually need, and keep meeting details and next steps beside the offer. Everything that usually lives in five tabs lives in one place — so “I can’t find the latest version” stops being the reason a deal stalls.
See Deal Rooms Module for Perfex CRM in action across key screens.
Choose an Annual plan, then checkout securely via Freemius.
Perfect for freelancers and single business websites.
$39/ year
Cancel anytime
Ideal for growing businesses and multiple websites.
$129/ year
Cancel anytime
Best for agencies and unlimited client deployments.
$499/ year
Cancel anytime
Module usage
Module updates
Technical support
Lifetime module usage: Keep using the module even after your annual license expires.
Cancel anytime: Annual plans renew automatically, and you can cancel anytime.
Risk-free purchase: Secure checkout by Freemius with a 14-day money-back guarantee.
Quick answers about licensing, installs, and support.
Pick an Annual plan, checkout with Freemius, and get started in minutes.