# Flexie CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Flexie CRM the right CRM solution for you? Explore 30 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/177586/Flexie-CRM/reviews --- Flexie CRM 4.7 (30) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Flexie CRM Ease of use 3.8 Customer Service 4.8 ## Showing most helpful reviews Showing 1-25 of 30 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Hermes R. Owner of a bookkeeping firm Accounting Used the software for: 2+ years ### "Many tools combined into a great product" January 27, 2022 5.0 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 VR Verified Reviewer CEO Marketing and Advertising Used the software for: 6-12 months ### "Truly Enterprise-Grade CRM Software" May 21, 2019 5.0 Flexie CRM has made me feel like a kid in a candy store. As enterprise-grade software, you're not hobbled like other CRM's where they nickle-and-dime you with features. You get everything out of the box. This means we can run complex and powerful email marketing campaigns right within our CRM. With the use of Webhooks, it also connects to virtually every other online software we may wish to use now or in the future. Pros Flexie CRM can do so much it boggles my mind. We've tried over a dozen CRM's before discovering Flexie, but none nearly as powerful. We were using Zoho CRM because of its integrations with other Zoho suite products, but you can't extend their CRM beyond its limited feature-set. We also considered Flexie's closest competitor Infusionsoft, but it was out of our price range. Flexie has all the features of Infusionsoft but at an affordable price. Truly enterprise-grade CRM software. Cons The learning curve can be steep if you want to use advanced features but aren't technically minded. That said, there's a robust "Resource" section on Flexie's website, and a Flexie group on Facebook where the Founder engages with users. There's tons of written and video tutorials to help you get setup. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Keap](https://www.capterra.com/p/76390/Infusionsoft/) Reason for choosing Flexie CRM Zoho CRM was too inflexible and limited. Infusionsoft was too expensive. Flexie CRM is the perfect balance between customization, 3rd party integrations and cost. Review Source VR Verified Reviewer Managing Partner Computer Software Used the software for: 2+ years ### "Great Potential" May 24, 2019 3.0 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 SB Sebastian B. CEO Marketing and Advertising Used the software for: Less than 6 months ### "Flexible, Fast, and Awesome" June 3, 2019 5.0 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/) Reason for choosing Flexie CRM All-in-one features in one place.. CRM, Automations, 2-way SMS texting, and more... Review Source Diego G. Gerente de Projetos Used the software for: 6-12 months ### "Most powerful app in my toolkit!" July 31, 2018 5.0 Improved automation, communication, reports and decision making processes. Pros Flexie gives you all the tools and the freedom you need to make the most out of a CRM. With powerful workflows, and complete freedom to receive webhooks and communicate via API, you can integrate it with all other tools in your arsenal. Since we started using Flexie, we were able to automate various manual tasks, and generate custom reports that help our team stay organized and on top of things. You have complete freedom to create entities, custom fields, workflows, connect SMTP, send emails. There are a lot of in-built methods so that you can fully customize all emails and messages. Flexie integrates natively to Twilio, which provides a phone and SMS platform to complete all necessary automations. After fully implementing Flexie, it replaced at least 6 other apps that we used daily. On top of all that, every time I needed to reach out for customer support, they were quick and assertive to provide me a solution. Top notch! Cons Along with complete flexibility, comes, inevitably, a less friendly interface. After you get the hang of it, it all makes sense and you navigate easily, though. this con can be easily surpassed if user navigates through their help section articles. Review Source Michael P. CEO Electrical/Electronic Manufacturing Used the software for: 1-2 years ### "hidden gem in the world of CRMs" May 21, 2019 5.0 Made our overall business and marketing automation life a lot easier! Pros Flexie doesn't look sexy at first sight, but the power is under the hood. Driven by a very innovative team they do not only have a fantastic and super reactive customer support, they also build new features and adaptions as needed. Once you have understood the beauty of relational data, webhooks and dynamic content, Flexie is a weapon in the hand of those who know how to handle it. The learning curve is a bit steep but there are dozens of videos on how to use the system. Also make use of the very active FB-Group with a lot of support. Apart from that you can always book consultation with the developers. Flexie allows to fully automate your business from A-Z. It is open into all directions so you can hook your existing systems in. Cons It is not really a con, but is is with every complex system. It is not plug and play and you need to be willing to invest time to learn. And be aware! It is a CRM - not just an email marketing automation system! Review Source Cuong T. Founder Internet Used the software for: 1-2 years ### "The true automation CRM I've ever used" January 8, 2019 5.0 I am using Flexie to capture leads and nurture lead to become the customer on my authority website. It worked perfectly all the time. Pros Everything I need to do is create an automation workflow and forget it. The more I create the automation workflow, the more I saved a lot of my time. Flexie sends a new lead a welcome email or a sequence of emails once they submit my form while I was sleeping. Flexie help me send auto-reply email when the client send an email ticket to me while I am outside, and much more. I never see any CRM out there can do perfectively the same Flexie does. Cons The configure will be a challenge for anyone who is a non-techie such as setting Webhook instead of Zapier, build the form for leads, integrate with the 3rd party, email SMTP configure and workflow building. Flexie has a knowledge base page and youtube channel to support the new user. However, it will take you a long time to master Flexie. Review Source Shaun Davis C. Managing Director Financial Services Used the software for: 6-12 months ### "The leading Automation CRM in the market" November 15, 2018 5.0 Flexie introduced me to a Automation Specialist www.goautomated.io who helped on-board me to the platform, set everything up, structure my automation processes and ultimately execute my workflows and plans. This has allowed me to scale my business to the nth degree! Pros Flexie is the most featured packed automation software available at this moment in time! It offers an incredible amount of Flexibility within one platform and allowed me to automate almost every process of my business. The webhook system allows amazing integration with other services without the need for zapier and the ability to create custom entities allows you to build a truly unique CRM tailored to your business. Better yet you can create notifications and verification processes that allow you to completely control employee behavior, eliminate or log mistakes and make on-boarding a breeze. Personally I believe that Flexie is the leading software available. Cons The software does have a very steep learning curve. Review Source Craige Hardel -. Owner Marketing and Advertising Used the software for: 6-12 months ### "Really good crm for outreach and client management" November 20, 2018 5.0 Very good software and great owners and customer support. Really viable as a company outreach and client management hub Pros Features. Typically crm solutions are only geared toward outbound outreach but this one allows you to create automations for inbound activity and followup as well which is very useful Organization: they've really working on the user interface and its really good now. The dashboard is customizable making it a lot easier to use Ability to integrate smtp and voip solutions to really make it a one stop for all business needs Cons Only minor hiccup is that they use to offer single user pricing but now don't. Their minimum is three and sometimes you may want just two or one. Review Source António A. Web Marketing Consultant Used the software for: Less than 6 months ### "It's a CRM on steroids. Fast, flexible and with a lot of potential" July 31, 2018 5.0 \- less time spent going around between different SaaS - one tower control to manage several aspects of the business - better control over leads and contacts Pros \- gather under the same roof email, deals, leads, contacts, support cases, tasks and automated workflows - transform an email into a support case - create a new contact from an email received - create deals in a kanban style associated with a contact - using webhooks to receive and send data from external services - create tasks that can be associated with a deal, contact or a simple lead - create an inventory of templates for later use inside Flexie - create simple and complex workflows - create new entities (ex. projects) that interact with default entities (ex. contacts) - load speed - fast support who also continually improve the software based on suggestions and feedback Cons I like everything but there is always space for improvement. I would love to see a better mobile experience, especially in the kanban and calendar sections. Review Source RS Randall S. Managing Director Investment Banking Used the software for: 6-12 months ### "Powerful Tool / Awesome Investment" May 23, 2019 5.0 Currently, my primary focus with Flexie has been in setting up various workflows and automations that enable me to free myself from certain repetitive tasks related to business development and data gathering / recording. Pros Flexie is a fantastic, feature-rich business management solution. It is amazing to me how much this "CRM" can do. The endless opportunities associated with customizable workflow combinations represent incredibly powerful business tools that enable organizations to significantly and continually reap the benefits (reduced costs, increased efficiency and maximized effectiveness) associated with true multi-step, branched automation across leads, contacts, accounts and even custom entities. Additionally, Flexie's approach to data with the available utilization of webhooks provides almost limitless opportunities for data flow / connectivity with other tools. Simply, it is a great tool. Cons Flexie is not always the easiest tool to use. I do not have a technical background nor prior experience with workflow and complex automation. I do not know HTML, twig or JSON. There are many things that I would like to do with the solution that I am not doing yet. For me the learning curve has been steep. However, my sense all along has been that it will absolutely be worth it. Additionally, Flexie's customer support is very good. The team is both timely and helpful in its response. Review Source VR Verified Reviewer SEO Outreach Manager Internet Used the software for: 1-2 years ### "More than just a CRM" May 21, 2019 5.0 Overall, I've really enjoyed using Flexie. Even with the learning curve. Everything worth having is worth spending time on. I anticipate using Flexie now and in the future! Pros The marketing automation options are beyond comparison. You're able to fine-tune your marketing automation to your exact specifications. I have a hard time imagining using anything else. Cons The learning curve is steep. I still don't feel like I'm an expert with the software. There is good information on how to use the software, but you've got to do some searching, ask support, or post a question on the Facebook group. A better knowledgebase would certainly cut down on support tickets. Perhaps even having a sandbox instance for people to see exactly how a workflow is set up would work wonders as well. Review Source VR Verified Reviewer Bad Mamba Jahamba Marketing and Advertising Used the software for: 1-2 years ### "Flexie Does Everything" May 24, 2019 5.0 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 David H. Chef Recruitment Director Human Resources Used the software for: 6-12 months ### "Flexie is a muscular and flexible CRM" May 13, 2019 5.0 Flexie has enabled me to automate my business processes. Tackling this bit by bit is crucial, because Flexie's power is it's most striking characteristic it is easy to become overwhelmed by attempting to automate almost everything at once. Take Flexie one process at a time and the benefits compound over time. Pros Flexie's power and depth is nothing short of extradorinary. Cons There's a bit of a learning curve to be overcome. Review Source Michael P. CEO Electrical/Electronic Manufacturing Used the software for: Less than 6 months ### "true Infusionsoft alternative - but not for newbies" July 28, 2018 5.0 huge savings in time & money. Pros For our own company we are using flexie amongst other tasks to completely automate our user onboarding process, send newsletters and a lot more. Using flexie enabled us to replace at least 5 other apps. The possibilities are endless - mainly limited by your own imagination. The support team is incredibly fast and competent. However it is not for newbies - you should have some understanding for relational databases, data structures and a good sense of logic. If you have questions - there is a great FB group with a lot of experienced users and also the founder is always present to provide valuable tips. Cons There is no really anything I don't like about flexie besides the fact that sometimes i can't sleep because everytime I think about more things that can be done with it. If they had a page builder it would be a KILLER! (But they are working on it - should be released soon). There is some learning curve - once you are through that you will love it! Review Source AT Adam T. Campaign Manager Marketing and Advertising Used the software for: 6-12 months ### "Easy to use & Support is unrivalled" May 21, 2019 5.0 Flexie's Workflows have automated almost our entire process. Everything my team do is within Flexie without any need to use anything else. Pros It's easy to use, you can literally set it up and go. The support team are indredibly helpful and understanding. Willing to go above and beyond to help their customers. Cons There isn't much I dislike about Flexie CRM. All painpoints and issues have been resolved with speed. Alternatives considered [SmileCRM](https://www.capterra.com/p/176242/SmileCRM/)[Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)[SanityOS](https://www.capterra.com/p/142108/SanityOS/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Flexie CRM Ease of use. Workflow & Automation process. Review Source DS Dave S. Director Marketing and Advertising Used the software for: Less than 6 months ### "Fantastic FLEXIEbility;)" May 22, 2019 5.0 From day one, the team at Flexie have been fantastic in supporting us with our rather unique workflows and demands of a system. Making custom changes and pushing the features of the system to the limits, we have benefited from considerable efficiencies & cost savings by using Flexie. Pros Power of automated workflows and ability to customise the system to the way we work. Cons Have yet to find a limitation around our business requirements. If we can't figure something out ourselves, the support guys are very knowledgeable and fast in responding to our needs! Alternatives considered [Salesmate](https://www.capterra.com/p/156234/Salesmate/)[Kommo](https://www.capterra.com/p/120048/amoCRM/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Reason for choosing Flexie CRM The core driver for our CRM change was automation and flexibility to our custom needs. Flexie ticked these boxes far beyond any other CRM we tested...and we've tested A LOT. Review Source Gianni D. Sales Internet Used the software for: Less than 6 months ### "A truly Flexi-ble CRM" May 22, 2019 5.0 Flexi is truly a very flexible CRM, adaptable to many business situations. Equipped with many features that make it a complete and very powerful tool. Pros In addition to CRM, it has automation functions for marketing and lead generation. The ticket management and support functions are also very useful. Cons The only negative note is that sometimes it turns out to be a bit too complicated to use, especially for a purely business user. Review Source TA Trevor A. CMO Real Estate Used the software for: 6-12 months ### "Grow with this CRM and they'll grow with you." May 22, 2019 4.0 Currently using Flexie for lead management and daily sales and very happy with it. Pros There is a lot of functionality. Nearly anything you need is there and if it's not, just make suggestions and the Flexie team will get it done. Amazing customer service and communication. Cons Its not as intuitive as it could be. Its an amazing tool but I found the learning curve to get started was steep. Once comfortable though, its a fantastic CRM. Review Source Zachary R. Co-Owner Marketing and Advertising Used the software for: Less than 6 months ### "Great option for cold outreach" May 21, 2019 5.0 Great! We are able to keep great track of all the leads we are trying to stay on top of! Pros I liked the integration with being able to text within the software. No one else I have tried has been able to do that within the CRM. Cons Maybe too many options and the price is a bit high. I don't have much bad to say Review Source JC James C. Owner Real Estate Used the software for: 6-12 months ### "Great Company" May 24, 2019 5.0 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 VR Verified Reviewer Business Development Marketing and Advertising Used the software for: Less than 6 months ### "Hard to set up" May 27, 2019 3.0 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 Response from Flexie Solutions 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. RC Raymond C. Director Retail Used the software for: 6-12 months ### "Great CRM which is Powerful and Flexible" May 22, 2019 5.0 Great tool and great support team! Pros Flexible structure and powerful at the same time allow integrating directly with all other software/application which supports webhooks. Its workflow engine is flexible and your imagination is the limit! This allows automation to the next level. Definitely a great tool for business. Cons Steep learning curve and require certain skill set level before you can customise the automation you want to achieve Review Source BR Benjamin R. Project Manager Marketing and Advertising Used the software for: 1-2 years ### "CRM of the future" May 24, 2019 4.0 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 VR Verified Reviewer Owner Marketing and Advertising Used the software for: 6-12 months ### "Awesome CRM" May 23, 2019 5.0 Pros This is the most customer centric CRM company that I have come across. The support team are also developers and they listen to customer feedback! Cons Nothing anymore. They keep updating the suggestions the community makes! 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