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 a pile of PDFs and proposal links.

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.

Who’s is this for

Agencies, consultants, SaaS sales teams, and anyone who closes deals in Perfex and wants a cleaner buyer experience than email attachments.

Main Features

A polished, mobile-friendly deal room
Visual page builder with drag-and-drop blocks
Files, proposals, estimates, videos, and next steps in one place
A questions thread to ask your team — no Perfex account needed
Staff replies and in-app notifications when buyers comment
Optional password gate and expiry

KEY FEATURES

Perfex CRM integration

Link rooms to customers, leads, proposals, and estimates
Create deal room from a proposal screen

Visual page builder

More features

See How it Works for your Business

DEMO

Admin Username

testadmin@gmail.com

Password

password@1234

Support

Please send an email from Support page for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in comments section.

VERSION HISTORY

Version 1.0.0 – 26th August, 2026

 Initial Release

Deal Rooms Module for Perfex CRM