Faster deployment, lower implementation cost, improved customer/member engagement, better data visibility, streamlined operations and a flexible platform that grows with you.
FlexCRM is a sales-focused CRM solution built by FormusPro on the Microsoft Power Platform. It delivers fast, configurable lead management, qualification, and reporting without the complexity or cost of a full Dynamics 365 deployment. Designed for smaller teams, FlexCRM helps you capture, track and convert opportunities in one secure, easy-to-use system… complete with de-duplication, Outlook integration, automated workflows and clear performance dashboards.
FlexCRM is a sales-focused CRM system designed with the user in mind. So you can focus your time on nurturing leads and closing deals.
FlexCRM was developed as a modern CRM with a user friendly interface to empower the entire sales pipeline.
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.
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.
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.
From under £5 per user, per month! Full pricing details are available on Microsoft AppSource.
If you are an approved NonProfit, then you can enjoy the solution for FREE!*
*A Microsoft Power Apps or Dynamics 365 license is required for each user – if you already have these then you’re already covered! If not get in touch for the latest pricing; the low-cost Power Apps Per App licenses are just a few pounds per user per month.
We’ve put together a short demonstration of FlexCRM, if you have any questions please feel free to get in touch using the form at the bottom of the page.
FlexCRM houses a range of benefits to optimise your organisation’s sales processes. Such as the following:
If you are an approved NonProfit, then you can access the FREE* pricing! Otherwise, pricing is available from under £5 per user, per month! For full pricing details click check out our AppSource page.
An intuitive design, with a focussed home screen for every user allowing them to add a new lead or book an appointment within a few keystrokes
Unlike many other CRM systems FlexCRM is built on the Power Platform, so it can be extended to add further customisations & integrations as required.
Using Microsoft-provided access control to prevent unauthorised access to your data, you can control what you see.
Support for your FlexCRM is included in your subscription fee, via a portal. We’ll also include all feature and security updates!
What business outcomes should we expect from FlexCRM?
Faster deployment, lower implementation cost, improved customer/member engagement, better data visibility, streamlined operations and a flexible platform that grows with you.
What support is available after we implement FlexCRM?
FormusPro offers training, post-implementation support and Continuous Improvement services, ensuring your CRM evolves alongside your organisation.
How does FormusPro ensure FlexCRM fits our processes?
We can run discovery workshops, adapt modules where needed and configure the solution to match your business processes without unnecessary customisation.
Can FlexCRM integrate with our existing systems?
Absolutely. FlexCRM is built on the Microsoft ecosystem, so it connects easily with Office 365, Power BI, finance tools and third-party applications.
How long does a FlexCRM implementation take?
Typically much faster than a bespoke build. Most organisations see value i weeks rather than months, thanks to pre-configured modules and streamlined
deployment.
Can FlexCRM scale as our organisation grows?
Yes. You can start with core CRM features and expand over time, adding modules for marketing, events, case management or integrations with finance and other systems.
Who is FlexCRM designed for?
It’s ideal for organisations that want a modern CRM but don’t have the budget or appetite for a full custom implementation. It suits NonProfits, membership organisations, SMEs and professional services firms who need flexibility as they grow.
How is FlexCRM different from standard Dynamics 365 CRM?
FlexCRM includes pre-configured modules, streamlined user journeys and FormusPro’s best-practice templates, so organisations get up and running faster. It can then be extended or customised to meet sector-specific needs.
What is FlexCRM?
FlexCRM is FormusPro’s modular CRM framework built on Microsoft technology. It delivers a fast, flexible starting point for organisations that need the power of Dynamics 365 without the cost or complexity of a full bespoke build.
The LGA required a solution that would allow them to update Oscar records to feedback to the Oscar API when required. It also needed to dedupe historical records, with auditing and replace their old legacy code with added member functionality to improve organisational front end searchability.
Scale Up Tech Company – 2024