CompanyHub vs Flexie

CompanyHub vs Flexie Highlights

CompanyHub vs Flexie Pros

CompanyHub Pros

• Optimized and modern interface: CompanyHub offers a modern and optimized interface for users which makes it easier to learn and use.
• More efficient customer service processes: CompanyHub allows for more efficient customer service processes by allowing reps to quickly identify the customer and their history with the company.
• Automation options: CompanyHub provides the option to automate common tasks, making it a time-saving tool for sales reps.
• Advanced analytics and reporting: CompanyHub offers powerful analytics and reporting capabilities, allowing users to get insights from data in a few clicks.
• Configurable views and workspaces: CompanyHub allows for configurable views and workspaces allowing users to customize the way they interact with the data.
• Cross-integration capabilities: CompanyHub integrates with existing systems making it easier to connect with existing databases and systems.

Flexie Pros

• Intuitive and user-friendly interface: Flexie provides the user with an uncomplicated, easy to use dashboard that makes organizing and tracking contacts a breeze.
• Integration with existing tools: Flexie helps integrate important existing tools like invoicing, accounting, document storage and analytics within one platform.
• Comprehensive Social Media capabilities: Flexie makes allowing users to engage across multiple social networks easier by targeting and tracking social media activity in one place.
• Robust contact database: The platform offers an extensive contact database that allows users to store and quickly access contact details such as name, address, job title, email and more.
• Advanced automated features: Flexie provides users with powerful yet easy to use features that enable automated email and SMS communications, event managment, surveys and more.
• Robust reporting and analytics capabilities: The platform offers powerful insights into customer behaviors and preferences, enabling users to make well-informed decisions.

CompanyHub vs Flexie Cons

CompanyHub Cons

• CompanyHub does not have as many features as Flexie.
• CompanyHub does not provide automated reporting or predictive analytics.
• CompanyHub has limited data integration capabilities.
• CompanyHub does not offer mobile functionality.
• CompanyHub's search functionality is not as powerful as Flexie's.
• CompanyHub's UI is not as user-friendly as Flexie's.

Flexie Cons

• Flexie does not have the same level of customization options CompanyHub does in terms of CRM workflows.
• Flexie does not provide detailed analytics and reporting features like CompanyHub does.
• CompanyHub is much more user-friendly than Flexie in terms of usability.
• Flexie does not provide in-depth customer segmentation and sales forecasting capabilities as CompanyHub does.
• Flexie does not offer an automated lead processing and sales funnel system as CompanyHub does.
• Flexie focuses more on sales and marketing automation, while CompanyHub provides a holistic view of customer relationships and data.

CompanyHub & Flexie Hyperise Integrations

CompanyHub uses the Image embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

CompanyHub makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

• First name
• Last name
• Using business Email passed from CompanyHub, Hyperise is able to enrich business logo and website screenshots. In some cases, with a business Email we're also able to enrich profile images, subject to the business email having a publicly available profile.
• Business name
• City
• Country

Flexie uses the Image embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

Flexie makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

• First name
• Last name
• Using business Email passed from Flexie, Hyperise is able to enrich business logo and website screenshots. In some cases, with a business Email we're also able to enrich profile images, subject to the business email having a publicly available profile.
• Phone
• Business name
• City
• Country

Other CompanyHub & Flexie CRM platform comparisons

CompanyHub and Flexie Frequently Asked Questions

Question: What is CompanyHub?

Answer: CompanyHub is a CRM system designed for small businesses, helping them to streamline their sales processes, track leads and contacts, and manage their customer relationships.

Question: How does CompanyHub work?

Answer: CompanyHub integrates with your existing systems and helps you to track and manage your contacts, deals, and customer relationships. With automated processes and reporting, you can easily manage your sales process.

Question: What are the benefits of using CompanyHub?

Answer: CompanyHub helps you to streamline and optimize your sales process, with automated tasks and notifications, reporting, and analytics. It helps you save time and increase efficiency, while creating more satisfied customers.

Question: What is Flexie?

Answer: Flexie is an enterprise platform that enables you to build, deploy, and manage custom applications, web apps, and mobile apps. It helps you quickly create, launch, and scale digital products without having to develop any custom code.

Question: How does Flexie work?

Answer: Flexie uses an integrated designer, developer, and production environment to create, deploy, and monitor powerful applications. It provides an intuitive interface and simple wizards that let you quickly create and deploy custom applications. The platform also provides tools for building mobile apps and APIs, as well as analytics and monitoring tools.

Question: Is Flexie secure?

Answer: Yes. Flexie supports industry-standard security measures such as SSL, encryption, and authentication. It also features auto-scaling to help ensure that your applications are always running optimally.

Question: What is Flexie?

Answer: Flexie CRM software is a product for any size business that offers Workflow Automation tools, enterprise-level support and custom tool customization. Flexie helps streamline your workflow with all the essential features needed to succeed in this competitive market.

Question: How do I add a new user?

Answer: A user is someone who may have a certain level of access to the CRM. You decide the access level each user will have to the CRM and within your company, employees might hold different roles like sales reps or support technicians. By creating a new account for every role you not only delegate tasks but also define how much they are able to see in Flexie’s system. So now we’ll get back into explaining how you can add these users below! Note that this process only works if an admin does it first so as long as there isn’t anything wrong with our employee records then go ahead and follow these steps: First, navigate to Settings at the upper-right corner of the screen and on the drop down menu click Users. Once you’ve clicked User, enter your first name followed by last name. Next set their permission level: are they an admin with full access? Or do they need limited information such as agent status which allows them to log into Flexie CRM but without some administrative privileges? Enter all important details for this user including role within company/group affiliation, phone number(obligatory) username, email address and password when prompted.

Question: How do I create a new group?

Answer: First, go to Settings at the upper-right corner of the page and on the drop-down menu click Groups. Navigate to the top right corner of screen and click New. Write a creative name for your new group you want to create; fill in who will be part of this list (you can add as many users), write an engaging description with details about what people do within it, then hit Save & Close or Apply. The name is required because when we search for groups by scratching our chin trying really hard not to look bored while scrolling down endless options until finally landing on one - if there’s no catchy name I’m going back up looking again...it saves precious time that.

Question: How do I convert a lead into a contact?

Answer: Now, what is the difference between a lead and a contact? A lead is someone you’ve attracted with your marketing campaigns or other means. On the other hand, an existing customer who has already purchased from you would be considered as a contact. Converting leads into contacts helps to build up your company’s reputation in that way too! Lead conversion process can help promote better quality of products for customers by building their trust because they are likely satisfied if they have bought something before. You can convert your leads into contacts and even add a company to the form. To get started, navigate over to the Leads menu option. Once you have selected the lead you want to map over, Contacts fields that match up with what is on this screen will be automatically mapped for an easy import process. If there are any fields left un-mapped or new ones created during import--no worries! You still have time to manually change those before we save it all by clicking Save button at bottom right corner of the page.

Question: How do I import leads, contacts, companies and deals?

Answer: Importing huge volumes of data from external resources to your CRM is one of the best ways to ensure that sales, marketing and other work processes go as smoothly as possible. You can import data stored in databases, spreadsheets or any systems you are using into Flexie with ease so that all relevant information could be available at once for easy access! You first need complete files before importing them because only then will they reflect a true representation. Import now by following these guidelines - make sure the file size doesn’t exceed 50MB, and that it has columns separated by comma delimiters. To import leads, simply go to the Leads page in the top right corner and click Import. Choose a file to upload from your computer or another third-party system (e.g. Dropbox) by clicking on ‘Upload’. You’ll need to make sure that you’re mapping column names correctly as some fields are used for Flexie CRM’s internal purposes like auto-numbering lead records with unique IDs during imports. You can distribute over a specific user and then choose whether to run manual workflows so they don’t have any duplicates after importing new leads!

Question: Can I share a record with another user?

Answer: Flexie CRM is a great way to share information with other users. You can also send emails from the mailbox of another user and see any incoming messages they may have received! You can use Flexie CRM to keep your records close at hand, but still give them out when necessary. Let’s say you want to share a lead with a user or group of users. Here you see all the details related to the deal, and next go ahead in clicking on the Actions button - here is where one can choose between sharing it with an individual person as well as choosing among groups of people who have certain permissions. Now say that we wanted this very moment for instance, just now right at this point-in-time not only by yourself but also together simultaneously with others who enjoy what they do professionally—to be able think about how exciting and worthwhile life would feel if our deals were shared too! Lastly, click Save - and you’ve just shared your deal!