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Flexie CRM has proven to be a versatile and comprehensive solution for businesses, freelancers, and agencies. Users have integrated …
Overview
What is Flexie CRM?
Flexie CRM is a customer relationship management (CRM) software designed to assist businesses of various sizes in managing and analyzing customer interactions and data throughout the customer lifecycle. According to the vendor, Flexie CRM offers a user-friendly interface and a range of features that...
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Product Details
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- Tech Details
What is Flexie CRM?
Flexie CRM is a customer relationship management (CRM) software designed to assist businesses of various sizes in managing and analyzing customer interactions and data throughout the customer lifecycle. According to the vendor, Flexie CRM offers a user-friendly interface and a range of features that can benefit small to mid-sized companies across different industries. Sales and marketing professionals, customer service representatives, real estate agents and agencies, travel and hospitality companies, as well as insurance companies are among the target users of Flexie CRM.
Key Features
Workflow Engine: According to the vendor, Flexie CRM provides a workflow engine that enables users to automate workflows and streamline the sales process, potentially increasing productivity.
Multiple SMTP: Flexie CRM allows users to utilize multiple SMTP for marketing and transactional emails, with the ability to distribute emails using rules, as claimed by the vendor.
Multiple IMAP: The vendor states that Flexie CRM supports the integration of personal mailboxes, including Gmail, Zoho, Office 365, and other IMAP services.
Multiple Dashboards: Flexie CRM offers users the option to access multiple dashboards with customizable settings, allowing for different user needs and optional user permissions, as per the vendor.
Deep Filtering: According to the vendor, Flexie CRM provides advanced filters that can be utilized to gain a better understanding of workflows, campaigns, tasks, and other aspects of the CRM system.
Leads Scoring: Flexie CRM enables users to track lead activity and gather information for improved client engagement, with the ability to prioritize leads based on their score, as claimed by the vendor.
Contacts Management: According to the vendor, Flexie CRM allows users to efficiently manage contacts and their information, including the ability to add filters, reassign contacts, and import/export contacts.
Deals and Sales: Flexie CRM offers features to manage deals through every stage, helping users stay organized and have a clear understanding of the next steps, as stated by the vendor.
Case Management: The vendor claims that Flexie CRM provides a centralized platform for case reviews and automated task assignments, aiming to streamline case management processes for better efficiency.
2-Way SMS: According to the vendor, Flexie CRM enables users to stay in touch with clients or build a notification system through automated SMS communication.
Flexie CRM Features
- Supported: Email Marketing
- Supported: Interaction Tracking
- Supported: Marketing Automation
- Supported: Sales Pipeline Management
- Supported: Mobile Access
- Supported: Activity Dashboard
- Supported: Calendar/Reminder System
- Supported: Contact Management
- Supported: Document Storage
- Supported: Internal Chat Integration
- Supported: Lead Generation
- Supported: Lead Management
- Supported: Quotes/Estimates
- Supported: Segmentation
- Supported: Task Management
- Supported: Territory Management
- Supported: Workflow Management
- Supported: Alerts/Notifications
- Supported: For Insurance Industry
- Supported: Lead Capture
- Supported: Reporting/Analytics
- Supported: Third Party Integrations
- Supported: Appointment Scheduling
- Supported: Call Logging
- Supported: Commenting/Notes
- Supported: Customizable Reports
- Supported: Email Templates
- Supported: Lead Scoring
Flexie CRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based, Mac, Windows, Linux, Chromebook |
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
Flexie CRM has proven to be a versatile and comprehensive solution for businesses, freelancers, and agencies. Users have integrated multiple tools with Flexie, creating an all-in-one platform that covers various needs. With its combination of Pipeline CRM features, Email Automation, and SMS automation, Flexie provides efficient workflows that benefit marketing agencies. The platform's fair pricing structure offers cost savings compared to purchasing separate software for SMS, Email Automation, and CRM.
One of the standout features of Flexie is its high level of customization. Users can tailor the platform to their specific requirements, making it adaptable to different business situations. The ability to set up workflows and automations in Flexie streamlines tasks related to business development and data gathering. Users have reported positive experiences using Flexie for lead management and daily sales. Even though there may be a learning curve associated with the software, users have found it enjoyable to use, with many anticipating continued usage in the future.
Flexie's Workflows feature has garnered positive feedback as it automates various processes within the software, eliminating the need for additional tools. This all-inclusive nature of Flexie allows users to run complex email marketing campaigns directly within the CRM. Integration capabilities through Webhooks have also been praised, as they enable connections with other online software systems.
Overall, Flexie has proven to be a reliable platform that helps users effectively track and manage leads while improving business and marketing automation. Users appreciate the support provided by the Flexie team during onboarding, automation structuring, and workflow execution. With its centralized control tower approach, Flexie serves as a hub for company outreach and client management, facilitating communication and decision-making processes. This centralized approach allows businesses to exercise better control over leads, contacts, resulting in significant time and cost savings.
Comprehensive and Powerful: Users have consistently praised Flexie CRM for being a comprehensive tool that integrates various aspects of their business within the CRM. Many reviewers have found it powerful, with a large number of features and tools available to streamline their workflows and automate processes.
Excellent Customer Support: The prompt and friendly support agents at Flexie CRM have received praise from users for their helpfulness in addressing questions and resolving problems. Several reviewers have mentioned the fantastic customer support, highlighting their responsiveness and willingness to go above and beyond to assist customers.
Flexible Automation Features: Flexie CRM's robust automation capabilities have been highly appreciated by users. Reviewers mention that the automation features are as complex as needed, offering endless possibilities limited only by imagination. The ability to create highly customizable workflows has been highlighted as a fantastic feature, enabling businesses to automate marketing, lead generation, ticket management, support, onboarding processes, newsletters, and more.
Steep Learning Curve: Several users have mentioned that the software has a steep learning curve and requires a certain skill set level to fully customize the automation features. Reviewers have found it challenging to get up to speed with the platform's capabilities.
Non-Intuitive User Interface: Some reviewers have expressed that the user interface of Flexie CRM is not considered intuitive and could be confusing for non-technical users. This may hinder their ability to navigate and utilize the software effectively.
Lack of Comprehensive Customer Support: A few users have reported experiencing difficulties in receiving concrete and responsive customer service support. They have mentioned challenges in getting the answers they needed, leading them to search for help in external sources such as Facebook groups or reaching out directly to the founder.