Description
Whiteboard Module for Perfex CRM
The Whiteboard Module for Perfex CRM brings a lightweight, fully integrated visual collaboration tool into your CRM. Powered by Excalidraw, the module provides a simple yet powerful canvas for freehand drawing, shapes, connectors, text, and image support — ideal for brainstorming, UX sketches, flowcharts, and project planning without leaving Perfex.
Built for seamless installation and compatibility with Perfex CRM (v3.1.0 and above), the module matches the CRM’s minimal UI, supports unlimited whiteboards, and lets you share boards with specific staff or clients. It requires no core file modifications (update-safe).
Features
- Seamless integration with Perfex CRM (v3.1.0 and above)
- Clean and minimal UI that matches Perfex CRM’s design
- Powered by Excalidraw – simple yet powerful whiteboard experience
- No API, No Credentials, No third-party Requirements
- Create, edit, and manage unlimited whiteboards
- Supports freehand drawing, shapes, images, text, and connectors
- Target Specific Users
- Supports Both Staff & Clients
- No core file modifications – update-safe and modular
- Quick installation and ready-to-use interface


