Deal Rooms Module for Perfex CRM

Description

Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin.

Stop sending an attachments and proposal links, Streamline Deals by consolidating conversations, stakeholders, processes, and resources into a single shared space .
Meet FlexRoom, Your Digital Sales Room
This module adds branded Deal Rooms to your Perfex CRM — a single, shareable page where buyers can review everything for a deal without logging into the client area.

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.

Create rooms from scratch or launch one straight from a Perfex proposal.

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