Where we evaluate your system configuration, usability, user issues, quality and efficiency of data and produce a report of our findings.
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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 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 $5 per user, per month!
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.
FlexCRM houses a range of benefits to optimize your organization’s sales processes. Such as the following:
If you are an approved NonProfit, then you can access the FREE* pricing! Otherwise, prices are as low as $5 per user per month
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 customizations & 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!
Where we evaluate your system configuration, usability, user issues, quality and efficiency of data and produce a report of our findings.
The area of a system that users interact with. It sits in front of the back end as a transitional layer, providing the graphical and structural interface for the user.
Microsoft’s cloud computing platform. Can be used in place of traditional ‘on-premise’ platforms for hosting of servers, functions, databases, processes, and much more.
For 12 years we have has an ongoing relationship with Anthony Nolan since we first embarked on a digital transformation journey together. With a range of implementations and solutions over the years, this transformation is constantly evolving.
Anthony Nolan wanted to move their Dynamics 2016 On-Premise solution into Dynamics 365 Online. This would mean less reliance on internal servers to maintain and run the platform. They would also benefit from the Microsoft Update process, continuously making new features available.
Scale Up Tech Company – 2024
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: +1 (727) 231 6096
A quick call might be all you need.
Just ask.
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UK Head Office:
Shell Store, Canary Drive, Rotherwas, Hereford, HR2 6SR
UK Kidderminster Office:
Gemini House, Stourport Rd, Kidderminster DY11 7QL
US Office:
360 Central Avenue, Suite 800 St. Petersburg, FL 33701
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