How it works

From first call to daily operations

Flexie is set up around your business once, then your team runs it, with an AI workforce handling the tasks they hand off. Here is the concrete path, from the first call to the day-to-day.

Step 01

Consultation

A working call to understand your business and agree on scope.

• Walk through your current tools and where your data lives
• Map the records, fields, and pipelines you actually use
• List the workflows, channels, and integrations you need
• Agree on scope, and whether Flexie fits the job

Step 02

Implementation

We configure the platform around your business, for a one-time setup fee.

• Model your records, fields, pipelines, and dashboards
• Migrate your existing data into Flexie
• Build the workflows that run your repeatable work
• Scope, timeline, and price agreed before the build

Step 03

Connect channels and systems

Your communication and your existing software, wired in.

• Email, calls, SMS, and WhatsApp on your own accounts
• Inbound messages routed to the right records, one inbox
• Existing systems connected over the REST API and webhooks
• Your own endpoints where another system pushes data in

Step 04

Onboard your team

Your people come in with the right access and learn the system they run.

• Create accounts and set roles and permissions per person
• Match what each person sees and can do to their job
• Train the team on the pipelines and inbox they use daily
• Your people run the operation, AI assists where you set it

Step 05

Set up the AI workforce

AI handles the repetitive tasks your team hands it, inside your processes.

• Add your own AI vendor accounts, billed to you
• Configure experts, each with its own model and instructions
• Decide which tasks run by AI and which stay with people
• AI steps run inside workflows, with approval gates

Step 06

Run it and adjust

Your team runs the day to day, and you adjust the setup as you go.

• Your team runs sales, support, and billing in one place
• Make routine changes from point-and-click screens
• Tweak pipelines, fields, and dashboards yourself
• Use Flexie Scripting for deeper, custom logic

What it costs

Two parts, both agreed up front.

There is no sticker price, because the right setup and platform depend on your business. After the free consultation we give you a straight quote, and nothing is billed until you agree to it.

One-time

Setup fee

A single fee for the implementation: configuring the platform around your business, migrating your data, and building your workflows. Billed once, not every month.

Ongoing

Platform subscription

A recurring subscription for the platform, billed monthly, quarterly, or annually, whichever suits you. Flat pricing for your whole team, with no per-seat fees.

Both are set with you after the free consultation, and agreed before any work starts.

See how it maps to your business.

Explore the live demo to click through a real workspace, or book a call. We'll map how your business runs, walk the path from setup to day-to-day, and tell you honestly whether Flexie is the right fit.

Book a free consultationExplore the live demo

No signup for the demo. No pressure on the call.