Note: This is a add-on module for Perfex CRM. It is not a standalone script and requires Perfex CRM to function.

Overview

The Whiteboard Module for Perfex CRM brings a lightweight, fully integrated visual collaboration tool into your CRM. Powered by Excalidraw, the module provides a simple yet powerful canvas for freehand drawing, shapes, connectors, text, and image support — ideal for brainstorming, UX sketches, flowcharts, and project planning without leaving Perfex.

Built for seamless installation and compatibility with Perfex CRM (v3.1.0 and above), the module matches the CRM’s minimal UI, supports unlimited whiteboards, and lets you share boards with specific staff or clients. It requires no core file modifications (update-safe).

Demo

Admin Login: https://perfex.codeonstring.com/admin
Email: admin@example.com
Password: 123456789

Staff Login: https://perfex.codeonstring.com/admin
Email: staff@example.com
Password: 123456789

Customer Login: https://perfex.codeonstring.com/login
Email: customer@example.com
Password: 123456789

How to Use

Navigate to the Whiteboard section from the main menu.
Create a new whiteboard or open one that has been shared with you.
Click the palette icon to start drawing and collaborating.

Note: Whiteboard permissions take precedence over role permissions. Ensure the staff role includes whiteboard access for proper functionality.

Features

Seamless integration with Perfex CRM (v3.1.0 and above)
Clean and minimal UI that matches Perfex CRM’s design
Powered by Excalidraw – simple yet powerful whiteboard experience
No API, No Credentials, No third-party Requirements
Create, edit, and manage unlimited whiteboards
Supports freehand drawing, shapes, images, text, and connectors
Target Specific Users
Supports Both Staff & Clients
No core file modifications – update-safe and modular
Quick installation and ready-to-use interface

What’s Included

Whiteboard Module
Documentation
Free lifetime updates and 6 months support

Requirements

Perfex CRM version 3.1.0 or higher

Documentation

For detailed instructions on installation and configuration, please refer to the online documentation at: https://perfex.codeonstring.com/whiteboard-documentation

Support

Comprehensive documentation is included. For further assistance, feel free to reach out to us at codeonstring@gmail.com

Change Log

Version 1.0.0
    - Initial Release