Boost Productivity in Perfex CRM with FlexiNote – Smart Sticky Notes for Every Workflow
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…
The Power of Note-Taking in Modern Work
Note-taking is more than a personal habit — it is a powerful productivity tool that helps individuals and teams save time, improve focus, and organize work efficiently. With structured notes, employees can easily track progress,…
Guide to Install and Use FlexiNote for Perfex CRM
FlexiNote for Perfex CRM extends note-taking capability inside Perfex CRM. Staff can create and manage personal notes instantly from any admin page. Notes attach to pages such as Projects, Orders, Tasks, Tickets, Invoices, Payments, Modules, or…