Automatic case creation from an email

Automatic case creation from an email

In one of our videos, we explained how you can create a case from an email. Now we’re going to explain automatic case creation from an email in Flexie CRM. Before we explain that, go to Settings at the upper-right corner of the panel and click Configuration. Next, go to Case Settings and as Case […] Read More
How to work with forms

How to work with forms

Working with forms in Flexie CRM is simple and quite intuitive. Before we proceed to creating a form, let’s briefly explain a thing or two about forms and their importance in your day-to-day activities. Forms are not something standard in a CRM. Things have changed, though. Nowadays, you have to deal with multiple channels of […] Read More
How to import contacts and associate them with accounts

How to import contacts and associate them with accounts

In Flexie CRM, you can easily import contacts and associate them with accounts (Companies) by just referencing the account name. To see how you can do that, check the video below. For more videos and updates, please subscribe to our YouTube channel  Flexie CRM. To stay updated with the latest features, news and how-to articles and videos, […] Read More
How to create multiple deal pipelines

How to create multiple deal pipelines

Every business is unique, and each sales process is unique, too. That’s why you may need to add multiple pipelines within your Deals module. In Flexie CRM, you can easily configure multiple Pipeline and define the stages for each of them. To see how, check the video below. For more videos and updates, please subscribe […] Read More
How to create multiple dashboards

How to create multiple dashboards

In Flexie CRM, you can create multiple Dashboards having unique sets of Widgets and associate them with a user, group of users, or with a permission set. They can help you with real-time insight into sales performance, marketing trends, customer behavior, etc. A well-designed dashboard is an amazing asset for any organization; a custom dashboards is […] Read More
How to manage deal stages and Win Stage probability

How to manage deal stages and Win Stage probability

The WON probability helps you in sales forecasting. The more your success percentages reflect the actual likelihood of a certain deal being closed, the more accurate your sales forecasting will be.  In Flexie CRM, you can easily move between deal stages by a simple drag and drop. To see how you can manage deal stages and […] Read More
How to send personal emails and use Flexie as an email client

How to send personal emails and use Flexie as an email client

Personalizing your marketing campaigns is crucial, and that’s were personal emails come into play. In Flexie CRM,  you can easily connect your personal email account by using the standard IMAP/SMTP protocols, and you can use Flexie as an email client, with tons of added features related to your records. To see how you can do […] Read More
How to send SMS text messages

How to send SMS text messages

Do you want to personalize your marketing campaigns even more? That’s where text messages come into play. In Flexie CRM, you can send SMS text messages to leads, contacts, etc. All you need to do is create a Mobile Field on any entity you need. Flexie would then automatically check the sent/delivered status of the […] Read More
Mass actions on main grid

Mass actions on main grid

In Flexie CRM, mass actions are a handy tool for the day-to-day working tasks, which you can use to directly take massive actions based on what you select on the main grid. Mass actions can be run on all records based on your filters, or what you visually select on the grid. Remember, records can be leads, […] Read More
Getting started on Workflow and automation

Getting started on Workflow and automation

During your day-to-day activities, you and your teams may need to tackle a lot of things. The marketing team needs to create innovative campaigns which grab and keep people’s attention. The sales team is busy trying to convert leads into paying customers. There is so much to do, and so little time. Doing things manually […] Read More
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