$39
FlexVisual gives your team infinite visual boards with sticky notes, templates, live presence, and optional AI. Invite staff (and customers when you want), start from 25 ready layouts, and keep everything organized in workspaces.
Create workspaces for each team, project, or client. Invite the right people, keep boards together, and stop jumping between Miro links and CRM records. Staff get email and in-app invites so nobody misses the session.
Assign Owner, Editor, or Viewer per workspace. Pair that with Perfex permissions (View, Create, Edit, Delete, Settings) so junior staff can join boards without changing settings — and clients only see what you invite them to.
Choose from 25 ready templates — Now / Next / Later, SWOT, brainstorm grids, roadmaps, retros, feedback boards, and more. Skip the blank-canvas freeze and jump straight into facilitation. Resize columns and frames when you need room for more stickies.
Use sticky notes, headings, shapes, connectors, icons, images, and animated GIFs on an infinite board. See who’s online with live presence, autosave as you go, tag notes, lock finished items, and archive boards when the workshop is done.
Optional AI (your OpenAI or Anthropic key) can summarize a board, suggest new stickies, and rewrite notes for clarity — useful after noisy brainstorms when you need a clean summary for stakeholders.
Upload images and GIFs, or search GIPHY and Pexels from the board picker. Add mood, examples, and product shots without leaving the canvas. Provider keys stay on your server.
Optionally invite contacts to a workspace. They open FlexVisual from the Perfex customer portal — great for discovery workshops, feedback sessions, and shared roadmaps. You decide whether customers can create boards or only work on yours
Activate with your purchase code, use multi-language UI, and keep collaboration inside your CRM security model — no separate whiteboard SaaS for day-to-day team workshops.
See FlexVisual — AI Visual Collaboration Boards 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
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Ideal for growing businesses and multiple websites.
$129/ year
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Best for agencies and unlimited client deployments.
$499/ year
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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.