1. Customer Relationship Management Trends to Watch in 2019
2. Closing Sales in 2020 | 5 Top Tips & Trends of the Year so Far
3. The importance of having a strong digital identity
4. 5 Reasons why Flexie could be the right CRM for you
5. Deep profiling and UTM Tracking with Flexie CRM Tracking script
6. Top 5 most effective ways to nurturing leads
7. Digital Transformation and Entrepreneurship
8. CRM and automation tools
9. How can automation help you increase sales
10. Build sales funnels with Flexie CRM

1. How to add users
2. How to add groups
3. Using email templates
4. Adding a task on calendar
5. Converting a lead into a contact
6. Import lead, contacts, companies or deals
7. Send email from Contact profile
8. Filtering records on the grid view
9. How to share records with other users
10. Understanding the record profile history feed

1. Integromat integration and setup
2. How to add multiple email accounts
3. Adding custom fields, and their attributes
4. How to add custom entities
5. How to set permissions
6. How to add multiple dashboards
7. Email IMAP full integration
8. Integrating your GMAIL account
9. Configure your SMTP
10. Personal emails

1. Twilio Voicemail Setup in Flexie CRM
2. ActiveCampaign Integration
3. Cut the MiddleMan: Google Forms direct Integration
4. Cut the MiddleMan: Calendly Direct Integration
5. Templates and Scripting built-in methods
6. Integrate FreePBX in Flexie CRM
7. Handle the flow of Virtual Entity Data
8. The power of dynamic push content into your website
9. Getting started on Workflow and automation
10. Cut the MiddleMan: Trello Direct Integration

1. How to build a workflow
2. Workflow and automation overview
3. Working with workflow automation
4. Event-based Actions
5. Actions based on any entity update/insert event
6. Process form entries into actions chain
7. Adjust lead points based on dynamic conditions
8. Sending web/email/sms notifications
9. Adjust lead points based on dynamic conditions
10. Actions chain for back-on website alert

1. jsonPath
2. getReportData
3. add method
4. subtract method
5. multiply method
6. squareRoot method
7. cubeRoot method
8. divide method
9. date method
10. numberFormat method

1. How to import data and map the fields
2. How to add contacts to an account
3. How to import contacts and associate them with accounts
4. How to set up your mailbox
5. How to send personal emails and use Flexie as an email client
6. How to send a tracked email to a lead/contact
7. How to create multiple dashboards
8. How to create multiple deal pipelines
9. How to manage deal stages and Win Stage probability
10. Mass actions on main grid

1. Create a form
2. Manage forms
3. Standard Component Types
4. Advanced Component Types
5. Advanced form configuration

1. Using Case module
2. Receive Cases from Forms