Name: Flexie CRM
Author: Flexie Solutions

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Changelog

Image Recognition

JavaScript Frameworks

Development

K-12 Online Learning

Education

Business Intelligence (BI)

Collaboration

Corporate Performance Management (CPM)

Desktop Publishing

Interactive Voice Response (IVR)

Supply Chain Management

Enterprise

Accounting

Payment Hubs

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Leave Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Data Center Outsourcing (USA)

Data Lakehouse

Data Masking

Data Privacy Management

Ethernet Switches

Fraud Detection

IT Asset Disposal

IT Asset Management

IT Infrastructure Monitoring

Integration Platform as a Service (iPaaS)

Managed IT Service

Network Performance Monitoring

Network Security

Routers

Software Distribution

Tape Storage

Technology Business Management

Threat Hunting

Wireless LAN

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Click Fraud

Content Management

Digital Signage

Email Management

Email Marketing

Graphics

Marketing Automation

Social Media Management

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Project Management

Video Conferencing

Professional Services

Customer Relationship Management (CRM)

Presales

Trade Promotion Management

Sales

Animation

Equipment Rental

InsurTech

Insurance Policy Administration Systems

Laboratory Information Management

Lease Management

Legal Billing

Vertical-Specific

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### Learning and Adaptation
Users have expressed mixed feelings about the learning curve of Flexie CRM. While some find it steep and challenging, others appreciate the robust resources available, such as the YouTube channel and written tutorials, to help them navigate the platform. The consensus seems to be that while the learning curve may be a hurdle for some, the potential benefits and capabilities of Flexie CRM make the effort worthwhile. Customer support is highlighted as a valuable resource for users looking to overcome any obstacles they encounter during the learning process.

### Workflow Automation
Users consistently highlight Flexie CRM's workflow automation as a standout feature, praising its robust capabilities in streamlining complex processes and enabling highly customizable workflows. The platform's ability to automate tasks across leads, contacts, accounts, and custom entities is lauded for its efficiency and effectiveness in reducing costs and maximizing productivity. While some users acknowledge a learning curve in mastering the tool, the general sentiment remains positive towards the extensive automation options provided by Flexie CRM.

### Customizable Workflows
Users appreciate Flexie CRM's customizable workflows for their power in automating processes and tailoring the system to specific operational requirements. The ability to set up custom workflows, integrate multiple SMTP and email accounts, as well as incorporate Twilio for SMS functionalities, has been highlighted as a significant advantage. Reviewers emphasize the extensive opportunities presented by Flexie's customizable workflow combinations, enabling organizations to achieve cost savings, enhance efficiency, and maximize effectiveness through multi-step automation across various entities. The platform's approach to data management, particularly with the utilization of webhooks, is commended for providing limitless possibilities for data flow and connectivity with other tools, making Flexie a valuable asset for businesses seeking advanced workflow customization capabilities.

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.

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.

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.

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Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Flexie CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Flexie Solutions

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Flexie CRM

Overview

What is Flexie CRM?