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FlexiNote for Perfex CRM
Note: This Add-on functions as a module for Perfex CRM
FlexiNote extends note-taking capability inside Perfex CRM. Supports staff creating and managing personal notes instantly from any admin page. Notes can attach to independent pages such as Projects, Orders, Tasks, Tickets, Invoices, Payments, Modules, or Settings, giving users an overview each time they start a new session. Workflow becomes faster, more consistent, and more efficient.
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Core Features
Add Note: Create or edit notes quickly on any CRM page without limit. 
Floating & Draggable UI: Notes float over interface; add, edit, drag, resize, hide or show independently per page; move freely across Perfex layout.
Mindmap Sub Notes: Build unlimited hierarchical sub notes up to 8 depth levels, with visual connecting lines showing relation to parent notes.
Panel Notes: Display and search notes through three tabs — Current Page Notes, All Notes, and Admin Notes. Each note includes quick link redirecting to its attached page.
Expand/Minimize & Pin to Top: Collapse, expand, or pin important notes on top of list.
Color & Layout Customization: Assign colors, freely adjust size and position.
Context Menu: Right-click menu adds new note or sub note anywhere on page, toggle all notes on/off, or switch to focus view mode.
Language: Supports all languages integrated in Perfex CRM core: English, Bulgarian, French, German, Greek, Portuguese, Portuguese (Brazil), Russian, Spanish, Turkish, Vietnamese, Japanese, Chinese, French (Canada), Indonesian, Dutch.
Collaboration & Control
Admin Dashboard: View, filter, and search staff note activities across CRM system.
Permission Control: Define access for view, create, edit, delete, and manage.
Admin Notes: Managers can create shared or task-specific notes for staff. When staff log in, admin notes appear directly on dashboard.
Documentation & Support
Installation guide and feature documentation included in attached .zip package. For support, submit a ticket in Codecanyon comment section - team will respond as soon as possible.
For products sold outside the site - for example, on Envato (CodeCanyon.net) - we are the exclusive authors under Envato’s platform. These products can only be sold and supported on Envato. Therefore, you cannot purchase them elsewhere if you wish to receive our official support and updates.
es. We handle feature integration based on customer requirements and descriptions. If a module has the features you need, you can send a separate request to polyxgo@gmail.com
You can download the product through the purchase receipt or your account dashboard. Installation steps are included in the documentation folder. For products on Envato (Codecanyon) access the Download section after you log in.
Yes, we provide basic installation and setup support for all purchased products.
Usage depends on the license type. Standard licenses typically allow one installation per purchase.
Updates are delivered through your account dashboard or marketplace where you purchased the product.
Please send us details, screenshots, and steps to reproduce the issue so our support team can assist you. You can create tickets on the system or email polyxgo@gmail.com.
Support duration follows the policy of the marketplace or package you purchased, typically 6–12 months.
Yes, all products include documentation to help you install and use the features. The data is connected to the system for each corresponding product project, and the documentation always provides the latest feature information and instructions from the project.
Yes, we offer custom development based on your requirements. For products sold exclusively and features already available on products listed on Envato, we integrate the additional features and update them through Envato. Only completely different features that require separate handling based on specific business workflows will be processed as a standalone service according to your detailed requirements.
Yes, we provide a live demo so you can test features before purchasing.
You can renew support through your marketplace account or by contacting us directly.
Product Information
Latest Version:
1.2.0
Compatible:
CodeIgniter 3.2.1+
Category:
Modules for Perfex CRM
Updated:
Nov 28, 2025
Created:
Oct 29, 2025
Sales:
13
licenses sold
Released:
Nov 02, 2025