Sakari is a text messaging service for businesses used to send SMS marketing campaigns, notification and alerts and handle this type of communication with thousands of contacts. What makes Sakari unique is the ability to manage text communication in one centralized place and send personalized messages by using its templates. By using rich text messages […] Read More

One of the greatest features of Flexie CRM is you can listen to events instantly when they happen. This can be anything actually, a new record creation, a text message received from your customer, records being updated or some link on an Email template you have sent is being clicked. Each of those events can […] Read More

A @mention is a reference to someone or when someone is “mentioned“. In the context of note mentions it references users from a team in Flexie CRM. You can mention users in notes and the mentioned user will be notified with a web notification. Note mentions are used to draw attention of the mentioned person […] Read More

Cogsworth is an appointment scheduling app that makes it easy for your customers to schedule appointments with you. With Cogsworth you can synchronize your calendar and embed the booking form to your websites in order for your customers to book time with you. “The key is not to prioritize you what’s on your schedule, but […] Read More

Kanban is a very powerful tool for better visualization of projects and opportunities in a card-based view. Kanban is used widely in many industries that need to group and visualize projects depending on their workflow stages on their daily work. The concept was invented and used by Toyota to keep track of the production processes […] Read More

Twilio is a platform as a service that allows us to programatically make and receive phone calls and setup other services by using its API. Setting this up usually requires developing skills, but at Flexie CRM we made things very easy for you. Only with a few steps you can take advantage of a very […] Read More

A Virtual Entity in Flexie CRM is an entity that is not related to any of your existing entities or custom entities. We see the Virtual Entities when we create a Workflow of type Virtual Entity that is going to handle incoming data. The data comes from the third-party applications right into Flexie CRM with […] Read More

A crucial functionality in Flexie CRM is sending emails through your own SMTP accounts. If you haven’t already configured one yet, then you’re missing a very important feature and not getting the most out of Flexie CRM. With the powerful Flexie CRM workflows you can organize dynamic campaigns and distribute their load between your configured […] Read More

To stay connected with your customers, give immediate feedback and help them succeed its important to take advantage of all the communication channels. One way to communicate important notifications and get customers feedback is the two-way SMS channel that can be configured inside Flexie CRM. We support two providers for this feature, Twilio and Nexmo. […] Read More

Flexie CRM requires you to insert an unsubscribe link in your email campaigns. As anti-spam rules are enforced worldwide, you are required to setup an unsubscribe link. This is on your benefit as well as you avoid being marked as a spammer. Having a visible unsubscribe link allows your recipients to easily unsubscribe from your […] Read More