Say “goodbye” to having to switch between multiple email accounts. In Flexie CRM, you can easily set up your own mailbox. You can also add multiple accounts and switch between them anytime, anywhere. To see how you can do this, take a look at the video below. For more videos and updates, please subscribe to our […] Read More
In the CRM context, An Account is an organization/company which you have a relation with. These accounts you have relation with, might be a vendor, a partner or your client. A Contact, on the other hand, is an individual who has purchased your product or service or a company representative responsible for purchasing or negotiating deals with your […] Read More
By using smart lists in Flexie CRM, you can set nested AND/OR filter conditions, which takes care of all possible cases. Moreover, you have an unlimited filtering depth, so you can set complex filters as needed. To see how you can filter records using smart lists, take a look at the video below. For more […] Read More
Sending emails to leads/contacts in Flexie CRM is very simple. Sending emails, however, is not enough: you want to know if the emails have been opened/read by the lead or contact. How do you that? In Flexie CRM, you don’t have to go the extra mile in order to send a tracked email to a […] Read More
In Flexie CRM, you can easily import data for your entities such as leads, contacts, accounts, deals, cases and any other custom entity. To see how you can import data and also map the fields, check the video below. For more videos and updates, please subscribe to our YouTube channel Flexie CRM. To stay updated with […] Read More