Category
CRM
Key features
Custom records and pipelines
Sales CRM
Billing and invoicing
01 — Overview
What is
Flexie
Flexie is an all-in-one business platform that starts as a CRM and extends to billing, support cases, forms, customer portals, telephony and dashboards. Teams can define their own record types, fields and pipelines, and automate work with rules and an AI workforce that handles routine tasks. Email, SMS and WhatsApp land on one timeline per record, and webhooks and endpoints connect it to other tools.
02 — Who it’s for
Ideal Customer Profile
Suited to small and mid-sized businesses with processes that standard CRMs do not fit well, where sales, operations and finance want one connected system. It can also run on-premises.
03 — Capabilities
Key Features
Custom records and pipelines
Sales CRM
Billing and invoicing
Support cases and customer portals
Email, SMS and WhatsApp inbox
Workflow automation and webhooks
05 — Similar tools
Alternatives
06 — FAQ
Frequently Asked Questions
What is Flexie used for?
Flexie is used as a CRM that can be shaped to a business's own records, fields and pipelines, and extended to billing, support, forms, portals and automation.
Who is Flexie for?
It is aimed at small and mid-sized businesses whose processes do not fit standard tools and that want sales, billing and support in one platform.
How does Flexie connect to other tools?
Flexie can receive data through secure endpoints created inside a workflow, and push events out with signed webhooks, retries and a delivery log. Communication channels run on your own provider accounts.
Can Flexie be hosted on-premises?
Yes. Flexie lists an on-premises option alongside its cloud platform.