Contacts & Leads

Last updated 22 May 2026

Everyone you do business with lives in Flexie as a record. Leads are potential customers you have not won yet, contacts are people you do business with, and companies are the organisations those people belong to. Each record is the home for everything about that person or business: their details, their deals, their invoices, and every message you have exchanged.

Capturing leads

Leads can reach Flexie in several ways:

• From a form on your website: a visitor fills it in and a lead is created instantly. See Forms.
• Added by your team: type in a lead after a call or a meeting.
• In bulk: bring in a list of leads you already have.
• Automatically: automation can create leads from other events.

However a lead arrives, Flexie can assign it to the right salesperson straight away, so it never sits unattended.

Turning leads into customers

When a lead becomes a real customer, it moves on to become a contact, keeping its full history. Nothing is lost in the handover; the conversation simply continues.

The customer timeline

This is the heart of every record. Open any contact and you see a timeline, a single ordered history of everything that has ever happened:

• Emails, texts, and WhatsApp messages
• Deals created and won
• Quotes and invoices sent
• Notes your team has added
• Tasks and appointments

Anyone on your team can open a customer and instantly know the full story, without asking around or searching other apps.

Organising your customers

Keep large customer lists under control:

• Search: find anyone in seconds.
• Filters: narrow your list by any detail, such as location, status, or owner.
• Smart lists: save a filter you use often as a reusable list, for example "customers in a city" or "leads added this month."
• Tags and categories: label customers in your own way.
• Owners: every customer can have an owner, so it is always clear who is responsible.

Adding your own details

The standard fields will not cover everything your business needs to know. You can add your own: a preferred contact method, a birthday, a customer reference number, anything. See Custom Records & Fields.

Linking records together

A contact can be linked to their company, their deals, their invoices, and any custom records you track. These links mean the full picture is always one click away.

Keeping your list clean

Duplicate records are the enemy of a good customer list. Flexie watches for them automatically and helps you merge duplicates into one clean record. See Data Quality.

Notes and tasks

On any customer you can:

• Add notes: capture what was said on a call or in a meeting.
• Create tasks: set yourself or a teammate a follow-up, with a due date.
• Schedule appointments: book meetings tied to the customer.

Just ask Flexie AI

Instead of building filters, just ask:

• "Show me leads from this week that nobody has contacted."
• "Which customers in a city have not bought in six months?"
• "Add a referral source field to all contacts."

See Flexie AI.

Next steps

• Deals & Pipelines: turn customers into sales.
• Inbox: talk to your customers.
• Workflow Automation: automate lead follow-up.