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Sticky Notes Module For Perfex CRM
Quick Notes: Create personal notes instantly from anywhere in the admin panel. Linked Notes: Set notes related to specific Projects, Customers, Estimates, Proposals, Tickets, Invoices. When viewing a linked item (e.g., Invoice #123), onl…
Customer Rating
4.7/5 From 227 verified buyersSales
3,207+ Trusted by businesses worldwideSetup Time
< 5 min From download to liveBuilt to Scale & Convert
Quick Notes: Create personal notes instantly from anywhere in the admin panel.
Linked Notes: Set notes related to specific Projects, Customers, Estimates, Proposals, Tickets, Invoices. When viewing a linked item (e.g., Invoice #123), only its related notes are shown.
Floating & Draggable UI: Notes float over the CRM interface and can be repositioned freely.
Visibility Toggle: Switch between All Notes View and Linked Notes View (contextual to the current item).
Expand/Minimize Notes: Collapse or expand individual notes for a cleaner workspace.
Rich Text Formatting: Format note content with Bold / Italic, Font size adjustments.
Color Customization: Assign different colors to notes for visual categorization.
Reminders & Notifications: Set reminders for each note with Email alerts or Perfex Notifications.
Pin to Top: Keep important notes always visible by pinning them to the top.
Permission Control: Only staff with granted permissions can access and use the module.
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Quick Setup
Follow the included docs — usually under 5 minutes.
Launch & Grow
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What Buyers Are Saying
Based on 227 verified reviews
"Excellent quality and instant delivery. The documentation is super clear and setup was a breeze. Highly recommend!"
"Perfect for our use case. Saved us weeks of development time. Support team responded within an hour."
"Clean code, easy to customize. Worth every rupee. Looking forward to future updates."
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