FlexCRM

Driving your business transformation in a cost effective, visually appealing manner built on the Power Platform 

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 Home Page

FlexCRM

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. 

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. 

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. 

FlexCRM Create Lead
FlexCRM Dashboard

FlexCRM Feature List

  • Contact and Account Management
  • Lead to Opportunity Process
  • Outlook Email Sync and Activity Management
  • Sales Pipeline and Dashboards
  • Home Screen for Focused Daily Workload
  • Configure Custom Lead Sources and Won/Lost Reasons
  • Create Your Own Workflow Automations
  • Embedded Help Centre

FlexCRM Help Centre

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 Help Centre
FlexCRM NurtureLead

What’s The Cost? 

From under £5 per user, per month! Full pricing details are available here.

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.

An Introduction To FlexCRM 

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 Features

FlexCRM houses a range of benefits to optimise your organisation’s sales processes. Such as the following:

Free & Low Cost Options

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 here

Easy To Use

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 

Customisable

Unlike many other CRM systems FlexCRM is built on the Power Platform, so it can be extended to add further customisations & integrations as required. 

Security

Using Microsoft-provided access control to prevent unauthorised access to your data, you can control what you see. 

Support

Support for your FlexCRM is included in your subscription fee, via a portal. We’ll also include all feature and security updates!

Glossary

User Queries

Simpler queries raised by users of the system – such as “how-to” or basic process questions.

PowerApp

A Microsoft product that allows the easy creation of simple business applications.

Campaign Automation 

The automation of dynamic and targeted marketing campaigns using a drag-and-drop interface with with software such as Microsoft’s Customer Insights or ClickDimensions.

Local Government Association

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.

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Speak To An Expert

To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.

Tel: 01432 345191

A quick call might be all you need, but just in case it isn’t, we’re happy to go a step further by popping by to see you.

We travel all over the UK. Just ask.
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