FlexCRM

FlexCRM was developed as a modern CRM with a user friendly interface to empower the entire sales pipeline, from the initial enquiry, all the way through to closing the deal.

With an easy to navigate, intuitive home screen, providing a focused view for every user, allowing them to add a new lead or book an appointment with a few keystrokes.

You'll be amazed how easy this is to use.

What does FlexCRM do?

With FlexCRM you can speed up your lead capture process with a simple form that handles automatic contact creation and de-duplication, reducing the time spent on manually adding any contacts that you need to, in an intuitive way. Once you've added your new lead you're able to nurture and qualify it by using the BANT (Budget, Authority, Need & Timing) framework to structure your sales qualification process.

Setting yourself tasks in most CRM's is a commonly used feature to ensure you can stay on top of what you need to do and house your 'to do list' within the system. With FlexCRM this is even easier, showcasing your overdue and scheduled tasks, making your day-to-day a lot less stressful.

FlexCRM Further Functionality

FlexCRM also allows you to track your communication timeline throughout the sales process with a specific lead or contact. From appointments made, to phone calls you can track and view what outreach you've had with a contact, meaning the end of those 'how did I contact them last?' thoughts you may be having.

We've also added in a help centre, to give you the peace of mind that with FlexCRM, you have the toolset to hit the ground running. Just in case you'll have access to our support desk included in your monthly fee.

FlexCRM

by FormusPro