Overview
Flexio equips real estate businesses with a streamlined way to organize prospects, oversee property listings, and monitor performance. Its adaptable tools help teams coordinate daily operations, assign follow-ups, and respond to client needs efficiently. While its customization options may require setup time, it’s ideal for professionals needing mobility and control.
Flexio Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Flexio?
Flexio is a web-based customer relationship management (CRM) solution designed to help real estate companies structure their sales processes, maintain detailed client records, and manage service requests. It allows businesses to configure their property portfolios, monitor transaction histories, and analyze key performance data—all within a centralized system.
By offering customizable control over workflows and business tracking, it supports real estate teams aiming to sharpen their strategy, enhance client relationships, and scale operations effectively.
Flexio Pricing
Disclaimer: The pricing is subject to change.
Flexio Integrations
Who Is Flexio For?
Flexio mainly suits businesses operating in the real estate industry.
Is Flexio Right For You?
If your real estate business handles large client pipelines, fast-moving deals, or complex property negotiations, Flexio features are built to support those demands. The platform is a strong fit for agencies managing exclusive listings, coordinating between agents and brokers, or overseeing transactions involving multiple stakeholders.
Whether tracking agent activities or streamlining deals, Flexio can help you stay organized when timing matters.
Still doubtful if Flexio is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Flexio Features
Sales teams can track, update, and manage client interactions, preferences, and inquiries in one centralized system. It keeps communication history, property interests, and contact details organized for quick reference. This setup helps maintain stronger client relationships and ensures every interaction is logged for future follow-up.
This feature helps businesses stay on top of lead engagement by scheduling reminders and tracking next steps. It records meeting notes, client decisions, and key outcomes directly in the CRM. As a result, users can minimize missed opportunities and ensure consistent follow-up on every prospect.
With this feature, businesses can maintain an up-to-date property inventory complete with availability, pricing, and project details. It simplifies the process of tracking status changes and property updates across teams. The system supports accurate client proposals and ensures internal reporting reflects real-time data.
Using Flexio, managers gain access to real-time sales metrics, allowing them to monitor performance and pipeline progress continuously. The system displays lead conversion rates, team activities, and sales outcomes in clear dashboards. These insights help refine strategies, assess team effectiveness, and adjust goals based on actual performance.
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