Flexie CRM Software

Flexie CRM Software

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FrontRunners 2021

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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 comm...
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Flexie CRM User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Value for money

5

Customer support

5

Functionality

5

Showing 1 - 5 of 30 reviews

User Profile

Hermes

Verified reviewer

Company size: 2-10 employees

Industry: Accounting

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
3

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

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.

Anonymous

Company size: 2-10 employees

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
5

Value for money

out of 5
4

Customer support

out of 5
5

Functionality

out of 5

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.

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.

Anonymous

Company size: 2-10 employees

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
3

Ease-of-use

out of 5
4

Value for money

out of 5
3

Customer support

out of 5
5

Functionality

out of 5

May 2019

Great Potential

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

Pros

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

Cons

The inability to customize the layout of the pages.

Sebastian

Company size: 2-10 employees

Industry: Marketing and Advertising

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

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...

Dave

Verified reviewer

Company size: 2-10 employees

Industry: Marketing and Advertising

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

May 2019

Fantastic FLEXIEbility;)

From day one, the team at Flexie have been fantastic in supporting us with our rather unique workflows and demands of a system. Making custom changes and pushing the features of the system to the limits, we have benefited from considerable efficiencies & cost savings by using Flexie.

Pros

Power of automated workflows and ability to customise the system to the way we work.

Cons

Have yet to find a limitation around our business requirements. If we can't figure something out ourselves, the support guys are very knowledgeable and fast in responding to our needs!

Reasons for choosing Flexie CRM

The core driver for our CRM change was automation and flexibility to our custom needs. Flexie ticked these boxes far beyond any other CRM we tested...and we've tested A LOT.

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