--- title: "Flexie CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Flexie CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/177586/Flexie-CRM/" page_type: "product" language: "en" --- # Flexie CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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 Free version not included 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. [4.5 (4,484)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $100 Per User, Per Year Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.8 (30) Ease Of Use 4.4 (4,385) Value For Money 4.8 (28) Value For Money 4.3 (3,514) Customer Service 4.8 (28) Customer Service 4.4 (3,524) ## Flexie CRM alternatives Highest Rated [4.6 (910)](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 [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.4 (18,808)](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 [4.2 (1,329)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars ## FAQs about Flexie CRM Overview ### Which roles and teams benefit most from Flexie CRM? Flexie CRM is most used by business owners, founders, and C-suite leaders who need visibility into sales pipelines, customer relationships, and team performance. Marketing and business development teams use it to manage outreach and campaigns, while project, recruitment, and client-service roles rely on it to organize follow-ups, workflows, and account activity. Answer based on 30 reviews Overview ### What company size and specific industries is Flexie CRM built for? Flexie CRM is designed for businesses of any size that need a flexible customer relationship management system, with primary use in marketing agencies, real estate agencies, contact centers, and sales teams. It also fits other industries that need a generic CRM adaptable to different workflows. Features and Usability ### What are the key features of Flexie CRM? Flexie CRM offers contact management, lead management, and opportunity management for sales tracking, plus pipeline management, sales forecasting, and reporting/analytics. It also includes marketing automation, email management, appointment scheduling, workflow automation, and collaboration tools such as activity tracking, notes, chat integration, and document storage. Getting Started and Support ### What training and onboarding options does Flexie CRM offer? Flexie CRM provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct instruction, live online sessions allow guided setup remotely, webinars cover group learning, and documentation offers written reference for self-paced review. Answer based on 7 reviews Getting Started and Support ### What customer support options does Flexie CRM offer? Flexie CRM provides Email/Help Desk, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. Users describe support as quick and helpful in some cases, while others report slow or missing responses and difficulty getting clear setup guidance, especially during more complex configuration and training needs. Answer based on 3 reviews ## Features AI summary Based on 14,670 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) Flexie CRM supports all three features that reviewers rate most highly: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities give teams a clear view of customer information, track deals through each stage of the sales process, and manage new opportunities more effectively, helping businesses improve follow-up, maintain organized records, and close more sales. Sales Pipeline Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status 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 Flexie CRM 64 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Activity/News Feed: Continuous profile-based stream of news and activity - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Assignment Management: Assign issues and tasks based on availability or required skills - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Logging: Collects essential call data such as call origin, call destination, call length, and other transaction details - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - For Insurance Industry: Intended to be used by insurers - Forecasting: Form predictions based on past and present data/trends - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Live Chat: Ability to chat online in real time - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Product Catalog: Present a catalog of inventory that customers can view - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: 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/) 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. AN 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. AN 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. AN 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. AN 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/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.