Overview
FlexCRM helps sales teams stay organized and close deals faster, especially if you already use Microsoft tools. It simplifies lead management and forecasting through user-friendly dashboards. While not designed for non-Microsoft environments, it's a great fit if you’re building on Dynamics or Power Platform.
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Starting Price
Custom
FlexCRM Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is FlexCRM?
FlexCRM by FormusPro is a sales-focused customer relationship management (CRM) software designed specifically for businesses operating within the Microsoft ecosystem. It empowers sales teams to accelerate their entire pipeline, from initial lead capture to closing the deal.
By providing an intuitive interface on top of the robust ‘Microsoft Power Platform,’ it helps solve common pain points like disorganized lead management and poor sales visibility.
FlexCRM Pricing
FlexCRM Integrations
Who Is FlexCRM For?
FlexCRM is particularly well-suited for businesses across various industries and sectors, including:
- Distribution
- Nonprofit
- Manufacturing
- Education
- Healthcare
Is FlexCRM Right For You?
If your business is already invested in the Microsoft ecosystem, FlexCRM presents a compelling value proposition. It acts as a user-friendly accelerator for the powerful Dynamics 365 and Power Platform infrastructure you may already own.
The solution is backed by ‘FormusPro,’ a recognized Microsoft Business Partner, suggesting a commitment to innovation and quality. Whether you're seeking better data visibility, improved workflow automation, or a more tailored customer engagement experience, FlexCRM provides the flexibility to evolve with your business.
Still doubtful if FlexCRM is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
FlexCRM Features
This feature provides a centralized repository for all customer data. It allows teams to build a comprehensive, 360-degree view of every contact and account, ensuring that all interactions, history, and key details are organized and easily accessible for personalized engagement.
The platform guides users through a structured sales methodology. It incorporates the budget, authority, need, and timing (BANT) framework to help reps qualify leads systematically, ensuring they focus their time and effort on the most promising prospects and improve conversion rates.
FlexCRM eliminates manual data entry by automatically synchronizing emails and tracking activities directly from Outlook. This ensures that every phone call, meeting, and email is logged against the correct contact, creating a complete and reliable timeline of communication without extra effort.
The platform allows managers and reps to track progress, identify bottlenecks, and monitor key performance indicators. This results in a more accurate forecasting and strategic decision-making.
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