Perfex CRM is a powerful platform for managing customers, projects, invoices, and contracts. Yet in daily operations, users often waste time switching between pages – Projects, Customers, Invoices, Tickets — just to find or remember small details.
A simple example: an accountant reviewing an invoice might need to cross-check the related contract or respond to a client’s ticket. These repetitive navigation steps may seem minor, but together they consume hours every week.
The Smart Solution: Sticky Notes Inside Perfex CRM
Instead of remembering details or juggling browser tabs, FlexiNote brings visual sticky notes directly into Perfex.
Each note can be attached to a customer, project, invoice, ticket, or contract, and includes a quick link back to the exact location — saving clicks and context every time.
Comparison: Traditional Navigation vs. Using FlexiNote
| Scenario | Traditional Workflow | With FlexiNote – Sticky Notes for Perfex CRM | Estimated Time Saved |
|---|---|---|---|
| Looking up customer info while checking invoices | Open Customers tab → search → open invoice → return | Add a note at invoice with customer link – 1 click access | 2–3 min per task |
| Remembering project-related contract numbers | Write on paper or Excel | Attach note with link to related contract | 50% fewer lookups |
| Tracking customer tickets | Switch between Tickets and Customers | Add note with link to active ticket | 1–2 min saved per ticket |
| Personal reminders inside Perfex | Use external Todo list | Sticky Note pinned to dashboard | +20% better task completion |
| Internal communication | Send message or chat | Shared notes visible to all users | Less duplicated info |
Average Perfex user working 4–6 hours daily can save 25–40 minutes/day by reducing navigation and manual recall.
Key Features of FlexiNote
- Attach notes to any Perfex module: customers, contracts, projects, tickets, invoices.
- Auto-link back to original page for instant return.
- Personal or shared notes supported.
- Customizable colors and position per user.
- Integrated with Perfex Panel – access notes anywhere.
Benefits for Different User Groups
| User Type | How They Benefit |
|---|---|
| Small Business / SMEs | Manage information faster, reduce dependency on memory. |
| Freelancers / Agencies | Enhance UX and value when deploying Perfex for clients. |
| Internal Team Members | Keep reminders, notes, and key details visible during work. |
Conclusion
If you want to spend less time switching between pages and more time actually working, start using smart sticky notes inside Perfex CRM.
FlexiNote is more than a note module – it’s your personal productivity assistant built right into your CRM.
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