# Flexie > Flexie is one platform shaped to your business: CRM, billing, support, forms, communication, automation, and AI agents working on one programmable business engine. ## What Flexie Is Flexie is a flexible business operations platform that starts as a CRM and becomes the central system a company runs on. It combines customer records, sales pipelines, quotes, invoices, payments, support cases, inboxes, phone, forms, dashboards, reports, workflows, scripting, APIs, dynamic endpoints, and AI agents in one connected workspace. The core idea is simple: the software adapts to the business, not the business to the software. Companies can define their own records, fields, pipelines, workflows, forms, dashboards, reports, permissions, and integrations, so Flexie can match real operational complexity instead of forcing teams into fixed templates. Flexie AI is built into the same engine. It can read live workspace data, run reports, draft messages, update records, build workflows, trigger automations, and work inside business processes. It acts only within permissions and can require approval before material actions such as changing data, sending messages, or enabling workflows. Flexie is especially relevant for businesses that need more than a standard CRM: complex sales processes, billing flows, support operations, multi-channel communication, custom records, automation, integrations, AI-assisted operations, or on-premises deployment. ## Using This Index Marketing pages link to their markdown directly; each documentation category links to a category index that explains it and lists its articles. For the whole site in one document see https://flexie.io/llms-full.txt; for a browsable mirror see https://flexie.io/_ai/. ## Start Here - [Platform](https://flexie.io/platform.md): One programmable engine behind CRM, billing, support, communication, automation, and AI. - [Flexie AI](https://flexie.io/ai.md): The built-in AI workforce that acts on live data, within permissions and approvals. - [How Flexie Works](https://flexie.io/how.md): From first call to daily operations: the paid one-time implementation model. - [Pricing](https://flexie.io/pricing.md): One all-in offer: every module, no tiers, no per-user fees; price tailored after a free consultation. - [Compare](https://flexie.io/compare.md): How Flexie compares to HubSpot, Salesforce, Dynamics 365, Zoho, Monday, and Pipedrive. - [Getting Started](https://flexie.io/resources/getting-started.md): Orientation for new users: how Flexie is organized and how to find your way around. ## Product Modules - [CRM](https://flexie.io/resources/crm.md): The customer core: contacts, leads, accounts, deals and pipelines, and support cases. - [Finance](https://flexie.io/resources/finance.md): Quote-to-cash: quotes, invoices, payments, products, taxes, and the bookkeeping underneath. - [Inbox](https://flexie.io/resources/inbox.md): One shared inbox for email, SMS, and WhatsApp, linked to records and driven by workflows. - [Phone](https://flexie.io/resources/phone.md): Calls inside the CRM: channels, softphone, call logs and timeline, live monitoring, and call automation. - [Forms](https://flexie.io/resources/forms.md): Public and internal forms that capture data into records and feed workflows. - [Reports](https://flexie.io/resources/reports.md): Query live data: data-grid and HTML reports, filters, sharing, and reports inside workflows and widgets. - [Dashboards](https://flexie.io/resources/dashboards.md): At-a-glance views built from widgets: built-in and report widgets, custom HTML, layout, and sharing. - [Customization](https://flexie.io/resources/customization.md): Make Flexie your own: custom records and fields that match how your business actually works. - [Data Quality](https://flexie.io/resources/data-quality.md): Keep records clean and trustworthy across the platform. ## AI - [AI](https://flexie.io/resources/ai.md): The built-in AI workforce: what it can do, the chat assistant, AI in workflows, specialists, knowledge bases, model settings, approvals, oversight, and connecting outside assistants. ## Automation & Developer - [API Reference](https://flexie.io/api.md): 142 REST endpoints; API-key auth, JSON in and out; OpenAPI spec. - [Workflows](https://flexie.io/resources/workflows.md): Event-driven automation: triggers, actions and decisions, passing data between steps, parallel and tree runtime, scheduling, testing, and troubleshooting. - [Dynamic Endpoints](https://flexie.io/resources/dynamic-endpoints.md): Define your own HTTP endpoints: create, authenticate, receive and respond to data, with virtual entities and conditions. - [Flexie Scripting](https://flexie.io/resources/flexie-scripting.md): Flexie's Twig-based scripting: language basics, filters and collections, the function reference, recipes, and where it runs and its limits. - [Integrations](https://flexie.io/resources/integrations.md): Connect Flexie to the outside: channels on your own accounts, webhooks, the REST API, and MCP. ## Trust & Deployment - [Security & Infrastructure](https://flexie.io/security-infrastructure.md): How Flexie protects data and runs in production. - [On-Premises](https://flexie.io/on-premises.md): Deploy the full platform on infrastructure you own. - [Privacy](https://flexie.io/privacy-policy.md): Cookieless analytics; what is collected and why. - [Data Retention](https://flexie.io/data-retention-policy.md): How long data is kept and how it is removed. - [Terms](https://flexie.io/terms.md): Terms of service. - [Security](https://flexie.io/resources/security.md): Accounts and security: how access and data are protected. ## Optional - [About](https://flexie.io/about.md): Who Flexie is and where it is based. - [Contact](https://flexie.io/contact.md): Book a consultation or get in touch. - [FAQ](https://flexie.io/faq.md): Common questions about product, pricing, and AI. - [Cookie Policy](https://flexie.io/cookie-policy.md): Cookie and storage usage (cookieless analytics). - [Imprint](https://flexie.io/imprint.md): Company and legal identifiers.