--- title: "FAQ" url: https://flexie.io/faq description: "Answers to common questions about Flexie - pricing, deployment options, security, integrations, onboarding, and switching from another CRM." --- FAQ # Questions, answered. The things most people want to know before getting started. Don't see your question? [Ask us directly.](https://flexie.io/contact) ## The basics What exactly is Flexie? Flexie is an all-in-one business platform: CRM, sales pipelines, support cases, marketing campaigns, invoicing, and workflow automation in a single product. It's designed for companies that want one system instead of stitching together six. Is Flexie a CRM, or something more? Both. The CRM is the foundation (contacts, accounts, deals, cases), but the platform extends into quoting, invoicing, subscriptions, multi-channel inbox (Email, SMS, WhatsApp), reporting, and an AI Agent that can act on your data. Who is Flexie a good fit for, and who isn't it for? Flexie fits businesses whose processes don't fit a generic tool: several pipelines, real exceptions, and billing, support, and outreach that all have to talk to each other. It's less of a fit if your needs are simple and a basic off-the-shelf CRM would do, and we'll say so. We'd rather point you to a lighter tool than sell you more than you need. ## What Flexie does Can I call and message customers from inside Flexie? Yes. Flexie has a built-in phone (powered by Twilio or your own FreePBX or Asterisk) with a softphone, call logs, and recordings, alongside a shared inbox for email, SMS, and WhatsApp. The channels stay yours: your numbers and provider accounts, your conversation history, each message linked to the right record automatically. Can Flexie handle quotes, invoices, and recurring billing? Yes. Quotes, orders, invoices, and subscriptions live in the same system as your sales and support, so nothing has to sync between separate tools. Recurring invoicing and native auto-billing run in the platform's billing engine, and payments work with your own card processor rather than locking you to one. Does Flexie do automation? Yes, visually, with branching logic, schedules, and triggers from records, inbound messages, or external webhooks. Workflows handle lead routing, follow-up sequences, case escalation, renewals, and data hygiene. AI Agents extend this with natural-language commands. Can I customize Flexie to my business? Heavily. Add custom entities, custom fields, custom pipelines, custom dashboards, custom PDF templates, custom forms. The platform was built for businesses whose processes don't fit a generic mold. What integrates with Flexie? Email (Gmail, Outlook, any IMAP/SMTP), SMS providers (Twilio, Sakari, GoIP), WhatsApp Business, calendar systems, and anything else through webhooks or our REST API. There's also an MCP server so AI tools can read and write Flexie data directly. Can I migrate from another CRM? Yes. We import contacts, accounts, deals, and history from CSVs or directly from major CRM platforms. Custom fields and pipelines are mapped during onboarding. For complex migrations, our team can handle it as a managed service. ## AI and developers What can Flexie's AI Agents actually do? More than chat. Flexie's AI Agents work on your data with real tools: reading and updating records, drafting and sending messages, moving deals, creating tasks, and triggering workflows. They carry the context of your setup across sessions, and for anything material they ask for approval before they act. You point one at a process and it works it like a teammate, not a chatbot bolted on the side. Do I have to pay for the AI separately, and whose models does it use? Flexie is vendor-independent: you connect your own AI provider and choose your own models, and you pay that provider directly. Your vendor, your models, your bill, never the platform's. There's no lock-in to one AI company, and you can move to better models as they arrive. Can developers extend Flexie? Yes. Beyond point-and-click customization, Flexie exposes a REST API and webhooks, an MCP server so AI tools can read and write your data directly, and a built-in scripting layer for logic that goes past the standard screens. The same engine runs every part of the product, so what you build composes with everything else. ## Your data and deployment Is my data locked in? Can I get it out? Your data is yours. You can export it whenever you want, and on-premises you keep it on your own servers entirely. If Flexie ever stops being the right fit, you leave with everything we hold for you, no hostage-taking. Can I deploy Flexie on my own infrastructure? Yes. Flexie runs as a managed cloud service or on your own servers (on-premises or your private cloud: AWS, GCP, Azure). On-prem customers get the same product and updates, with full control over data residency. What about data security and compliance? Encrypted at rest and in transit, role-based permissions down to the field level, full audit trail of every change, and passwordless magic-link login as an option. On-prem deployments keep data inside your perimeter. ## Pricing and getting started How does pricing work? One platform, one offer: you get every module for your whole team, with no per-user fees and no features locked to a higher tier. Getting started includes a one-time implementation tailored to your business, billed once, and we quote a fair price after a short consultation instead of posting a sticker price that's wrong for most people. The pricing page lays out the full model. How long does it take to get started? It depends on how much we tailor to your business. The platform ships with sales, support, billing, and marketing modules ready to use, and the one-time implementation configures the fields, pipelines, and workflows around how you actually work. Simpler setups move fast; more complex businesses take a bit longer, and we scope that with you up front. Do you offer support? Yes, from real people, and it's included for everyone. There are no support tiers to climb and no paying extra to reach a human. Onboarding help is part of getting started, and we stay reachable after that. Can I try Flexie before committing? Yes. There's a live demo workspace you can open right now, with no signup and no credit card, so you can explore the full product before you ever talk to us. When you're ready, a free consultation gets you a straight quote. ## Still have questions? Book a call and we will look at how your business actually works, and tell you honestly whether Flexie is the right fit. Or open the live demo and explore it on your own. [Book a free consultation](https://flexie.io/contact)[Explore the live demo](https://flexie.io/explore-now) No signup for the demo. No pressure on the call.