Flexie CRM 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Flexie CRM

4.7

(30)

Pricing

Starting at $100.00 per year

About Flexie CRM

Flexie is a customer relationship management (CRM) solution designed to help businesses streamline operations related to lead scoring, website tracking, client communications, workflow automation and more. Professionals can utilize the drag-and-drop interface to manage deals across stages and track sales processes through customizable pipelines.

Flexie allows enterprises to create personalized email marketing campaigns to engage with customers and organize leads, contacts or deals according to custom criteria. Administrators can use the dashboard and pre-defined reports to gain visibility into sales performance, leads, team progress, deals, and various other metrics. Additionally, it lets users set up event-based triggers to automate tasks, build workflows and communicate with clients via SMS messages.

Flexie comes with a RESTful application programming interface (API), which helps businesses integrate the solution with several third-party systems. The product is available on monthly subscriptions and support is extended via live chat, documentation, phone, email and other online measures.

Flexie CRM Screenshots

Flexie CRM Pricing and Plans

Starting price: $100.00 per year

Free Trial

Free Version

Basic

$100.00

per user, per year

No plan information available

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Flexie CRM Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Flexie CRM
Access Controls/Permissions
Activity Dashboard
Activity/News Feed
Activity Tracking
Alerts/Notifications
API
Appointment Scheduling
Assignment Management
Calendar/Reminder System
Calendar Sync
Call Logging
Campaign Management
Collaboration Tools
Commenting/Notes
Contact Database
Contact Management
CRM
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Document Storage
Drag & Drop
Email Marketing
Email Templates
Event Triggered Actions
Forecasting
For Insurance Industry
Goal Setting/Tracking
Interaction Tracking
Internal Chat Integration
Kanban Board
Lead Capture
Lead Generation
Lead Management
Lead Qualification
Lead Scoring
Live Chat
Marketing Automation
Mobile Access
Opportunity Management
Process/Workflow Automation
Product Catalog
Prospecting Tools
Referral Tracking
Reminders
Reporting & Statistics
Revenue Management
Sales Forecasting
Sales Reports
Sales Trend Analysis
Search/Filter
Third-Party Integrations

Flexie CRM User Reviews

Overall Rating

4.7

Ratings Breakdown

80%

13%

Secondary Ratings

Ease of Use

3.8

Value for money

4.8

Customer support

4.8

Functionality

4.8

Hermes R.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed January 2022

Many tools combined into a great product

It solves to me that I have all files in 1 system, I can integrate alot of tools with Flexie.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It handles all my files for my clients. Within the crm everything is integrated.

Cons:

It took a little before I was able to fully use the software. Normally I try all tools my self, but it was worth it to spend some time and money in this tool. The helpdesk helped me alot.

Reasons for switching to Flexie CRM

Flexie had alot more for my needs, even for needs I didn't had but that I do now.

Verified

Reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 12 months

Review source

Reviewed May 2019

Truly Enterprise-Grade CRM Software

Flexie CRM has made me feel like a kid in a candy store. As enterprise-grade software, you're not hobbled like other CRM's where they nickle-and-dime you with features. You get everything out of the box. This means we can run complex and powerful email marketing campaigns right within our CRM. With the use of Webhooks, it also connects to virtually every other online software we may wish to use now or in the future.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Flexie CRM can do so much it boggles my mind. We've tried over a dozen CRM's before discovering Flexie, but none nearly as powerful. We were using Zoho CRM because of its integrations with other Zoho suite products, but you can't extend their CRM beyond its limited feature-set. We also considered Flexie's closest competitor Infusionsoft, but it was out of our price range. Flexie has all the features of Infusionsoft but at an affordable price. Truly enterprise-grade CRM software.

Cons:

The learning curve can be steep if you want to use advanced features but aren't technically minded. That said, there's a robust "Resource" section on Flexie's website, and a Flexie group on Facebook where the Founder engages with users. There's tons of written and video tutorials to help you get setup.

Reasons for choosing Flexie CRM

Zoho CRM was too inflexible and limited. Infusionsoft was too expensive. Flexie CRM is the perfect balance between customization, 3rd party integrations and cost.

Verified

Reviewer

Computer Software

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2019

Great Potential

Flexie has great potential but it is complex and lacks some customizability.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

A large number of features. You can create highly customizable workflows.

Cons:

The inability to customize the layout of the pages.

Sebastian B.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 6 months

Review source

Reviewed June 2019

Flexible, Fast, and Awesome

After trying out various CRM & email automation platforms, I couldn't find one that did everything I needed it to as a marketing agency. Pipeline CRM features mixed with Email Automation and SMS automation work very well together. Pricing is very fair too, and less than you would pay for SMS + Email Automation + CRM softwares combined. Flexie is definitely the best all-in-one solution any business, freelancer, or agency can use.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- 2 way SMS texting capabilities built in (with easy Twilio connection) - Robust features to do automation as complex as you want - Great support agents that reply promptly and friendly, making sure your question is answered and problem is fixed. - Great visual drag&drop automation builder

Cons:

- Has a bit of a learning curve, but support is fast to help and the Youtube channel is great!

Reasons for choosing Flexie CRM

All-in-one features in one place.. CRM, Automations, 2-way SMS texting, and more...

Diego G.

Verified reviewer

Used daily for less than 12 months

Review source

Reviewed July 2018

Most powerful app in my toolkit!

Improved automation, communication, reports and decision making processes.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Flexie gives you all the tools and the freedom you need to make the most out of a CRM. With powerful workflows, and complete freedom to receive webhooks and communicate via API, you can integrate it with all other tools in your arsenal. Since we started using Flexie, we were able to automate various manual tasks, and generate custom reports that help our team stay organized and on top of things. You have complete freedom to create entities, custom fields, workflows, connect SMTP, send emails. There are a lot of in-built methods so that you can fully customize all emails and messages. Flexie integrates natively to Twilio, which provides a phone and SMS platform to complete all necessary automations. After fully implementing Flexie, it replaced at least 6 other apps that we used daily. On top of all that, every time I needed to reach out for customer support, they were quick and assertive to provide me a solution. Top notch!

Cons:

Along with complete flexibility, comes, inevitably, a less friendly interface. After you get the hang of it, it all makes sense and you navigate easily, though. this con can be easily surpassed if user navigates through their help section articles.

Michael P.

Verified reviewer

Electrical/ Electronic Manufacturing

2-10 employees

Used daily for less than 2 years

Review source

Reviewed May 2019

hidden gem in the world of CRMs

Made our overall business and marketing automation life a lot easier!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Flexie doesn't look sexy at first sight, but the power is under the hood. Driven by a very innovative team they do not only have a fantastic and super reactive customer support, they also build new features and adaptions as needed. Once you have understood the beauty of relational data, webhooks and dynamic content, Flexie is a weapon in the hand of those who know how to handle it. The learning curve is a bit steep but there are dozens of videos on how to use the system. Also make use of the very active FB-Group with a lot of support. Apart from that you can always book consultation with the developers. Flexie allows to fully automate your business from A-Z. It is open into all directions so you can hook your existing systems in.

Cons:

It is not really a con, but is is with every complex system. It is not plug and play and you need to be willing to invest time to learn. And be aware! It is a CRM - not just an email marketing automation system!

Cuong T.

Verified reviewer

Internet

Self-Employed

Used daily for less than 2 years

Review source

Reviewed January 2019

The true automation CRM I've ever used

I am using Flexie to capture leads and nurture lead to become the customer on my authority website. It worked perfectly all the time.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Everything I need to do is create an automation workflow and forget it. The more I create the automation workflow, the more I saved a lot of my time. Flexie sends a new lead a welcome email or a sequence of emails once they submit my form while I was sleeping. Flexie help me send auto-reply email when the client send an email ticket to me while I am outside, and much more. I never see any CRM out there can do perfectively the same Flexie does.

Cons:

The configure will be a challenge for anyone who is a non-techie such as setting Webhook instead of Zapier, build the form for leads, integrate with the 3rd party, email SMTP configure and workflow building. Flexie has a knowledge base page and youtube channel to support the new user. However, it will take you a long time to master Flexie.

Shaun Davis C.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 12 months

Review source

Reviewed November 2018

The leading Automation CRM in the market

Flexie introduced me to a Automation Specialist www.goautomated.io who helped on-board me to the platform, set everything up, structure my automation processes and ultimately execute my workflows and plans. This has allowed me to scale my business to the nth degree!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Flexie is the most featured packed automation software available at this moment in time! It offers an incredible amount of Flexibility within one platform and allowed me to automate almost every process of my business. The webhook system allows amazing integration with other services without the need for zapier and the ability to create custom entities allows you to build a truly unique CRM tailored to your business. Better yet you can create notifications and verification processes that allow you to completely control employee behavior, eliminate or log mistakes and make on-boarding a breeze. Personally I believe that Flexie is the leading software available.

Cons:

The software does have a very steep learning curve.

Craige Hardel -.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 12 months

Review source

Reviewed November 2018

Really good crm for outreach and client management

Very good software and great owners and customer support. Really viable as a company outreach and client management hub

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Features. Typically crm solutions are only geared toward outbound outreach but this one allows you to create automations for inbound activity and followup as well which is very useful Organization: they've really working on the user interface and its really good now. The dashboard is customizable making it a lot easier to use Ability to integrate smtp and voip solutions to really make it a one stop for all business needs

Cons:

Only minor hiccup is that they use to offer single user pricing but now don't. Their minimum is three and sometimes you may want just two or one.

António A.

Verified reviewer

Used daily for less than 6 months

Review source

Reviewed July 2018

It's a CRM on steroids. Fast, flexible and with a lot of potential

- less time spent going around between different SaaS - one tower control to manage several aspects of the business - better control over leads and contacts

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- gather under the same roof email, deals, leads, contacts, support cases, tasks and automated workflows - transform an email into a support case - create a new contact from an email received - create deals in a kanban style associated with a contact - using webhooks to receive and send data from external services - create tasks that can be associated with a deal, contact or a simple lead - create an inventory of templates for later use inside Flexie - create simple and complex workflows - create new entities (ex. projects) that interact with default entities (ex. contacts) - load speed - fast support who also continually improve the software based on suggestions and feedback

Cons:

I like everything but there is always space for improvement. I would love to see a better mobile experience, especially in the kanban and calendar sections.

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