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FlexCRM

FlexCRM is designed to assist sales teams in maintaining organization and accelerating the deal-closing process, particularly for those who utilize Microsoft to...

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FlexCRM is designed to assist sales teams in maintaining organization and accelerating the deal-closing process, particularly for those who utilize Microsoft to...

Watch Demo Get Pricing
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Product Overview

FlexCRM is designed to assist sales teams in maintaining organization and accelerating the deal-closing process, particularly for those who utilize Microsoft tools. It streamlines lead management and forecasting with intuitive dashboards. Although it may not be suitable for environments outside of Microsoft, it serves as an excellent choice for those leveraging Dynamics or the Power Platform.

Product Details

What Is FlexCRM?

FlexCRM, developed by FormusPro, is a customer relationship management (CRM) solution that focuses on sales. It is crafted specifically for organizations that operate within the Microsoft ecosystem. This software enables sales teams to enhance their entire sales process, from capturing leads to finalizing deals.

With its user-friendly interface built on the powerful ‘Microsoft Power Platform,’ FlexCRM addresses common challenges such as chaotic lead management and limited sales visibility.

FlexCRM Pricing

The pricing model for FlexCRM aims to be both accessible and scalable. The starting price is £5 per user each month. Note that a Microsoft Power Apps or Dynamics 365 license is necessary for each user, which incurs an additional cost if not already owned. Nonprofit organizations that meet the criteria may qualify to use the software at no cost. Reach out to us for a tailored FlexCRM pricing plan.

FlexCRM Integrations

As it is built natively on the ‘Microsoft Power Platform,’ FlexCRM excels in integrating seamlessly with the Microsoft suite and other platforms. This foundation facilitates extensive customization and connections with various business tools. If you want to learn how these integrations can optimize your workflow, you can request a demo of FlexCRM.

Who Is FlexCRM For?

FlexCRM is ideally suited for businesses spanning multiple industries and sectors, such as:

  • Distribution

  • Nonprofit

  • Manufacturing

  • Education

  • Healthcare

Is FlexCRM Right For You?

If your organization is already engaged with the Microsoft ecosystem, then FlexCRM offers a significant value proposition. It serves as an easy-to-use accelerator for the robust Dynamics 365 and Power Platform systems you may already possess.

This solution is supported by ‘FormusPro,’ an esteemed Microsoft Business Partner, indicating a strong commitment to innovation and quality. Whether you are looking for enhanced data visibility, better workflow automation, or a more personalized customer engagement experience, FlexCRM offers the adaptability your business needs to grow.

If you are still uncertain whether FlexCRM is the best choice for you, please contact our customer support team at info@softwareseekers.com for further assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
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✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✘ task management
✘ accounts payable
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✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
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✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
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✘ reporting analytics
✘ resource allocation
✔ workflow automation
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✘ inventory management
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✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✘ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
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✘ multi currency support
✔ opportunity management
✘ performance management
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✔ analytics and reporting
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✘ crm for media companies
✔ customer servicesupport
✔ customizable dashboards
✘ enterprise crm software
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✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
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✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
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✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
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✘ crm for project management
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✘ crm for political campaigns
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✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
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✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Free plan for approved nonprofits
  • ✔ Native Microsoft platform integration
  • ✔ Fully customizable workflow automation

Cons

  • ✘ Requires separate Microsoft license purchase
  • ✘ Lacks advanced built-in reporting

Price

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Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

FlexCRM offers customized pricing plans, starting from £5/user/month. A Microsoft Power Apps or Dynamics 365 license is required for each user. Get in touch for a tailored FlexCRM cost estimate.

It integrates natively with the entire Microsoft ecosystem and can connect to numerous other third-party apps and systems.

Yes, it offers an API.

No, it doesn't offer a mobile app.

Support is available through phone and ticket system.

FlexCRM software is primarily available in English.

Businesses operating in various industries and sectors, including healthcare, manufacturing, distribution, and nonprofit, benefit from FlexCRM features.