# Flexie CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Flexie CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/177586/Flexie-CRM --- # Flexie CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Flexie CRM ## What is Flexie CRM? CRM which helps connect the dots along the customer journey - best for ambitious small sized companies with big growth plans. ## What is Flexie CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Insurance CRM](https://www.capterra.com/insurance-crm-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/) Top alternative Featured Overall rating Based on 30 user reviews Reviews sentiment Positive 93% Neutral 7% Negative 0% Starting price $100 Per User, Per Year Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Flexie CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://flexie.io&name=Flexie CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Flexie CRM 4.7 (30) VS. [4.3 (6,970)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price $100 Per User, Per Year Starting Price $14 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.8 (30) Ease Of Use 4.2 (6,519) Value For Money 4.8 (28) Value For Money 4.3 (5,383) Customer Service 4.8 (28) Customer Service 4.1 (5,262) ## Flexie CRM alternatives [4.4 (18,772)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) Starting price $65.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,456)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) Highest Rated [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Email Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Email Marketing 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns Interaction Tracking 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Lead Qualification 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Score a lead on their quality or likelihood to buy based on certain behaviors Marketing Automation 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Automate workflows and trigger campaigns based on customer actions Mobile Access 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Flexie CRM 63 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Continuous profile-based stream of news and activity Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Schedule appointments via a calendar Assign issues and tasks based on availability or required skills Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks Collects essential call data such as call origin, call destination, call length, and other transaction details Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Predefined actions automatically performed on the occurance of specific events Intended to be used by insurers Form predictions based on past and present data/trends Establish measurable goals and objectives and track their progress over a specific period of time Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Visualization tool to organize and optimize tasks and track their status at every stage of workflow Automatically identify and save contact information of potential customers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Ability to chat online in real time Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Track all opportunities for potential sales and convert them into recurring revenue Streamlining repetitive tasks and activities through automated and predefined workflows Present a catalog of inventory that customers can view Tools designed to streamline the process of lead generation and management for sales teams Generate quotes or estimates for customers Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Monitor sales and make necessary adjustment in order to increase demand and revenue Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Create, manage and track all task activities and progression Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.8 (30) 4.8 Based on 30 reviews ## Pricing Value for money 4.8 (28) Free Trial Basic $100.00 Per User,Per Year Value for money 4.8 (28) 4.8 Based on 28 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (28) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (28) 4.8 Based on 28 reviews ## User reviews Overall rating 4.7 Based on 30 reviews Filter by rating 5(24) 4(4) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent Hermes R. Owner of a bookkeeping firm Accounting ### "Many tools combined into a great product" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 27, 2022 It solves to me that I have all files in 1 system, I can integrate alot of tools with Flexie. Pros It handles all my files for my clients. Within the crm everything is integrated. Cons It took a little before I was able to fully use the software. Normally I try all tools my self, but it was worth it to spend some time and money in this tool. The helpdesk helped me alot. Switched from [CompanyHub](https://www.capterra.com/p/150740/CompanyHub-CRM/) Flexie had alot more for my needs, even for needs I didn't had but that I do now. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RC Raph C. founder Internet ### "Powerful CRM solution" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 August 26, 2019 Pros Flexie is a very good tool, it has a lot of features especially linked to email automation. It's a solid platform to build a business on. Cons The UI is basic and cloud be cleaner, I hope they continue to improve on it. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DC Devon C. Email Adminastrator Online Media ### "Feature Rich CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 11, 2019 Very efficient tool for our email outreach, integrates well with different email platforms and tools, tracks data well Pros The automation tools are very efficient and very flexible Cons Some small glitches here and there, could use more in house testing Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SB Sebastian B. CEO Marketing and Advertising ### "Flexible, Fast, and Awesome" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 3, 2019 After trying out various CRM & email automation platforms, I couldn't find one that did everything I needed it to as a marketing agency. Pipeline CRM features mixed with Email Automation and SMS automation work very well together. Pricing is very fair too, and less than you would pay for SMS + Email Automation + CRM softwares combined. Flexie is definitely the best all-in-one solution any business, freelancer, or agency can use. Pros \- 2 way SMS texting capabilities built in (with easy Twilio connection) - Robust features to do automation as complex as you want - Great support agents that reply promptly and friendly, making sure your question is answered and problem is fixed. - Great visual drag&drop automation builder Cons \- Has a bit of a learning curve, but support is fast to help and the Youtube channel is great! Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) [Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/) [Basecamp](https://www.capterra.com/p/56808/Basecamp/) [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Reasons for choosing Flexie CRM All-in-one features in one place.. CRM, Automations, 2-way SMS texting, and more... Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Solutions Architect Computer Software ### "One of the best kept secrets in SaaS to SaaS automation" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 28, 2019 Pros The ability to create unlimited scenarios of workflow and connect with any systems that have standard webhooks. Cons The steep learning curve for beginners. But for that power that the application can bring, it is worth learning. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Business Development Marketing and Advertising ### "Hard to set up" 3.0 Overall Rating 3.0 3.0 Ease of Use 1.0 1.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 2/10 May 27, 2019 Pros I lite it's multiply IMAP wherein you can integrate all personal mails like from Gmail or LinkedIn or Office360 all together. Cons Very hard to set up and no concrete responsive customer service for help. I had an issue before and had to join Facebook groups like Flexie Academy for support but still didn't get the answers that I need. I wrote," Hi everyone, can you help me import business contacts to Flexie, more importantly, how to “exclude” contacts from a list when doing outreach, so as to not hit crossovers, or hit one person more than once with different emails, etc. How do I do that exactly?"No one responded. I even PM'd the Founder but no reply. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 4, 2019 Dear Flexie customer, we appreciate you taking a moment to review our product. We always welcome reviews, even those coming from anonymous people. Thanks, Team Flexie. AU Anonymous User Bad Mamba Jahamba Marketing and Advertising ### "Flexie Does Everything" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 24, 2019 FLEXIE will basically do anything I want or need it to do. It is forever customizable. Pros Setting up custom Workflows Multiple SMTP AND Email Account Integration Twilio integration SMS Cons Not quite as simple to set up as some other CRM’s however it’s a clean interface. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BR Benjamin R. Project Manager Marketing and Advertising ### "CRM of the future" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 24, 2019 Pros Has so many features and tools, easy to use for the most part, and it is very powerful. Cons It has some confusing things, and needs more help documentation. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JC James C. Owner Real Estate ### "Great Company" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 24, 2019 VERY good Pros All in ONE CRM with great support. They are always adding features Cons Learning curve but that's because it's very robust Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Managing Partner Computer Software ### "Great Potential" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 May 24, 2019 Flexie has great potential but it is complex and lacks some customizability. Pros A large number of features. You can create highly customizable workflows. Cons The inability to customize the layout of the pages. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/177586/Flexie-CRM/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)