Flexie CRM | Build deep relationships with your customers by automating your communications. Shape Flexie to adapt to your business requirements.

1. All-In-One CRM that adapts to your
Business requirements
Flexie CRM

2. OUR CORE
FEATURES

3. Flexie CRM
Email
Integration
Integrate all your
personal mailbox
into Flexie, Gmail,
Zoho, Office 365 or
any other IMAP.
Automation
Engine
Automate your
workflow, streamline
your sales process
and increase
productivity
Lead
Management
Score, track,
nurture, convert
Contact
Management
Multiple
Dashboards
Permissions based on
users
SQL query
interface
Unlimited custom
reports
Deals
Management
Manage deals
through every
stage
Case
Management
Review your
cases and assign
tasks to your
team
Integrated
Click-To-Call
Call Statistics,
Call Logs, Call
Recordings
Two-way
SMS
Delivery status
check
Email
Marketing
Email templates
A/B testing
Zapier
Integration

4. Switch
Dashboards
Dashboard Overview
Pinned
Menu Icons
Collapsed
Menu
Add/Edit
Dashboards,
Pin reports
Configurable Dashboard to show relevant business insights. Easy to pin
Reports in Line Charts, Pie Chart, Grid, Bar Charts etc.

5. Import/Export
from CSV,
XML formats
Lead Management
Lead
Scoring
Show/Hide
Columns
Direct Call
Direct SMS

6. Mass Actions on Leads
Lead Management
Direct Run Workflows and Lead
Re-Assign

7. Lead Management
Nested Rules and Group of Rules to filter
Leads/Contacts or any Custom Entity
Pre-defined and Saved
Filters for easy-to-use

8. Add Notes,
Emails, SMS,
Tasks,
Attachments
Lead/Contacts Timeline
Track Page
Hit, Open
Email, Link
Clicks etc…
Direct Call,
SMS, Task,
Deal
Filter Timeline
Events

9. Kanban view
availability for
Leads,
Contacts,
Accounts,
Deals and any
other Custom
Entity.
Add Note, Task,
Case, Deal.
Call, SMS,
Email.
Kanban view Leads/Contacts

10. Manage Deals through every Stage. Define your business stages for each pipeline.
Multiple pipelines available for different kind of services.
Deals Management

11. Add Leads,
Contacts,
Accounts to a
Deal.
Keep consistent
communication
on the Deal
Timeline.
Deals Management

12. Communicate with
your Deal’s Contacts
in one single place
by Email, SMS.
Assign Notes,
Add Tasks.
Deals Management

13. At any Deal stage,
forms may be shown
to the user for
additional
information.
Forms are triggered
by automated
workflows as a
response to specific
events that may be
defined.
Deals Management

14. Select Email Folders
to synchronize and
share mailbox with
other CRM users.
Email Integration
Add multiple SMTP
accounts to balance
the load.
Automatic count of
sent emails.

15. Add Personal Email
Account
Email Integration
You can configure any SMTP account.
Some of the defined SMTP are Sendgrid,
Amazon SES, Gmail, Postmark, Mandrill

16. Email Integration

17. Workflow
Automating repetitive tasks can save you a lot of precious time. Workflow
automation is integral for marketing automation.
With Flexie CRM you can run Workflows:
• Manually
• Based on Events e.g when a Lead is created
• Smart Lists
• Listener for outside triggers like: Posting data to a Dynamic Endpoint,
Submitting a form, Incoming Email or Incoming SMS, Zapier Triggers etc.

18. Automation Engine

19. Flexie CRM Template Scripting
and pre-built methods
You can use Flexie Scripting Language to compose dynamic content
based on different conditions. It can be used in Email, Note, PDF
templates.
An example how to access Contacts name is:
{{first_name}} {{last_name}}
Pre-build methods can be used in Templates or Workflows to get relevant
information, getting and setting Tags or to make calculations.
Some methods are:
• addTag(tags, ‘New Tag’)
• removeTag(tags, ‘New Tag’)
• addAttachments(‘Lead’, ‘1’)

20. SQL Reports Interface
Build SQL Reports inside the CRM and use the results in Workflows or
display in the Dashboard.
Filters can be build to filter the result set of the Report.

21. Want to know more?
Contact Us:
Eriol Gjergji
Founder at Flexie CRM
Phone: +355 67 300 2887
Email: eriol@flexie.io
Website: www.flexie.io
Address
Rruga Barrikadave, 1016
Tirana, Albania