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.