Flexie CRM Review

Flexie is a Customer Relationship Management (CRM) solution designed to help businesses streamline operations related to lead scoring, website tracking, customer communications, workflow automation, and more. Professionals can use the drag-and-drop interface to manage deals at every stage and monitor sales processes through customizable pipelines.
Flexie allows companies to create personalized email marketing campaigns to engage customers and organize leads, contacts, or deals based on custom criteria. Administrators can use the dashboard and predefined reports to gain visibility into sales performance, leads, team progress, deals, and various other metrics. In addition, it enables users to set event-based triggers to automate tasks, create workflows, and communicate with customers via SMS.

FLEXIE CRM – TUTORIAL

FLEXIE – FEATURES

• Workflow: automate your workflow, streamline the sales process, and increase productivity. Do more with less.
• Multiple SMTP: use multiple SMTP servers for your marketing and transactional emails with distribution rules.
• Multiple IMAP: integrate all your personal inboxes in Gmail, Zoho, Office 365, or any other IMAP service.
• Multiple dashboards: use multiple dashboards with optional permissions based on the users accessing the solution.
• Advanced filtering: use advanced filters to better understand workflows, campaigns, activities, and more.
• Lead scoring: monitor activity, gain insights, and present yourself at your best with new customers.
• Contact management: keep track of your contacts. Add filters, reassign contacts, import/export them, and more.
• Deals and sales: manage your deals at every stage. Stay organized and clear about your next step.
• Case management: access a centralized space where you can review your cases and automatically assign tasks to your team.
• Two-way SMS: stay in touch with customers or create your own notification system through automated SMS.
• Website tracking: monitor potential customers’ activity on your website and execute automated actions based on their behavior.
• Send content: deliver dynamic content to your website when a lead is online, whether it’s a form, HTML data, or JSON.