Flexie CRM

AI-powered agents for automated customer interactions

Use advanced filters to gain a better understanding of workflows, campaigns, tasks and more

Track potential client's activity on your website, and run automatic actions based on their behaviour

Track website visitor behavior with a tracking pixel

Trigger event-based actions upon an event being completed and set time-based actions

Perform bulk actions on multiple records at once

Create multiple workflows and automate repetitive tasks. Set actions based on events

Unlimited workflow automation capabilities

Automate your workflow, streamline your sales process and increase productivity

Integrated billing and payment processing

Create and manage invoices

File sharing and attachment functionality

Mention team members in notes and conversations

Add notes to records for team collaboration

Share records with team members

Stay in touch with clients or build your notification system, through automated SMS

Make phone calls directly from browser using Twilio integration

Communicate with customers through multiple channels including email, SMS, phone and social media

Send SMS (text) messages to leads. Personalize customer experience and boost engagement

Keep track of your contacts. Add filters, reassign contacts, import/export them and more

Create custom objects and entities tailored to your business

Custom scripting capabilities for advanced automation

Get instant access into your database. User-friendly interface, easy-to-use, and very convenient

Unlimited records per entity

Unlimited cloud storage for your data

Generate and manage PDF documents

Email mailbox aliases for improved email management

Integrate all your personal mailbox into Flexie, Gmail, Zoho, Office 365 or any other IMAP

Multiple SMTP for your marketing and transactional emails, using distribution rules

Send and receive personal emails via our fully integrated email system (IMAP)

Send unlimited emails through the platform

Dedicated database on your nearest physical location for high-volume data

Dynamic endpoints for flexible API integrations

Flexible, intuitive and powerful API. Integrate Flexie's functionalities into other systems/applications

Webhooks for real-time integrations and automated actions

Create custom forms for lead capture and data collection

Automatically score leads based on activity and behavior

Track activity, gain information, and put your best foot forward with new clients

Create innovative and personalized marketing campaigns. Use email to reach your customers

Send mass emails to multiple contacts

Push dynamic content to your website when the lead is online, be it a form, HTML or JSON data

Organize records into smart lists by finding leads, accounts, contacts or deals

Create custom reports tailored to your business needs

Share dashboards with team members and stakeholders

Make use of multiple dashboards with optional permissions based on the users accessing Flexie

Use pre-defined reports to gain insight into sales performance and other metrics

Add widgets to make your reports personalized. User-friendly interface

Calendar for managing tasks, activities and events

Two-factor authentication for enhanced security

Detailed user permissions to control access to CRM features and data

Have a centralized place where you can review your cases and assign tasks to your team automatically

Chat support channel for customer assistance

Access to a dedicated customer success manager for guidance and support

Track tasks and activities within the CRM

Create and manage tasks for team members

Smooth and intuitive drag and drop navigation. Easily move deals between stages