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Latest Trends
- Customer Relationship Management Trends to Watch in 2019
- Closing Sales in 2020 | 5 Top Tips & Trends of the Year so Far
- The importance of having a strong digital identity
- 5 Reasons why Flexie could be the right CRM for you
- Deep profiling and UTM Tracking with Flexie CRM Tracking script
- Top 5 most effective ways to nurturing leads
- Digital Transformation and Entrepreneurship
- CRM and automation tools
- How can automation help you increase sales
- Build sales funnels with Flexie CRM
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User Guide
- How to add users
- How to add groups
- Using email templates
- Adding a task on calendar
- Converting a lead into a contact
- Import lead, contacts, companies or deals
- Send email from Contact profile
- Filtering records on the grid view
- How to share records with other users
- Understanding the record profile history feed
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Administrator Guide
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Developer Guide
- Twilio Voicemail Setup in Flexie CRM
- ActiveCampaign Integration
- Cut the MiddleMan: Google Forms direct Integration
- Cut the MiddleMan: Calendly Direct Integration
- Templates and Scripting built-in methods
- Integrate FreePBX in Flexie CRM
- Handle the flow of Virtual Entity Data
- The power of dynamic push content into your website
- Getting started on Workflow and automation
- Cut the MiddleMan: Trello Direct Integration
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Setting up Workflows
- How to build a workflow
- Workflow and automation overview
- Working with workflow automation
- Event-based Actions
- Actions based on any entity update/insert event
- Process form entries into actions chain
- Adjust lead points based on dynamic conditions
- Sending web/email/sms notifications
- Adjust lead points based on dynamic conditions
- Actions chain for back-on website alert
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Flexie CRM Methods
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Videos
- How to import data and map the fields
- How to add contacts to an account
- How to import contacts and associate them with accounts
- How to set up your mailbox
- How to send personal emails and use Flexie as an email client
- How to send a tracked email to a lead/contact
- How to create multiple dashboards
- How to create multiple deal pipelines
- How to manage deal stages and Win Stage probability
- Mass actions on main grid
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Forms
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Setting up Cases