Fluent CRM vs Flexie

Fluent CRM vs Flexie Highlights

Fluent CRM vs Flexie Pros

Fluent CRM Pros

• Intuitive and Simple User Interface: Fluent CRM provides an easy to use interface that makes it easy for users to create, manage, and track customer relationships with minimal effort.
• Customer Relationship Management: Fluent CRM allows businesses to better manage customer relationships, enabling them to better understand customer behaviors and preferences.
• Automation and Segmentation: Fluent CRM allows businesses to segment and target customers based on specific criteria. It also offers automated workflows that can help businesses respond to customer inquiries quickly and efficiently.
• Comprehensive Reporting: Fluent CRM provides comprehensive reporting that helps businesses better understand the success of their customer relationships.
• Lower Cost: compared to other CRM solutions, Fluent CRM is generally less expensive, meaning businesses can save money while still using a robust CRM solution.
• Easy Integration: Fluent CRM can easily be integrated with other software and tools, giving businesses access to a wide range of customer relationship management capabilities.

Flexie Pros

• Pros for Flexie compared to Fluent CRM:
• Flexible performance with Flexie you can configure and customize every aspect of the CRM to suit your specific needs and requirements, allowing you to maximize your overall CRM performance.
• Accurate segmentation Flexie enables you to accurately segment your customers and clients based on key criteria to maximize your campaigns and marketing efforts.
• Automation Flexie allows you to automate mundane business tasks and processes to save time and costs.
• Easy to use its user-friendly interface makes it a lot easier to use compared to other CRM solutions.
• Robust security its security protocols and procedures ensure that your data is secure and protected.
• Integrations it is compatible with a number of popular third-party applications and platforms, such as Zapier, Salesforce, and HubSpot, making it easier to integrate with other existing software and solutions.

Fluent CRM vs Flexie Cons

Fluent CRM Cons

• CRM
• Fluent CRM has limited built-in automation options compared to Flexie CRM.
• Fluent CRM lacks support for Multi-User Access across different profiles.
• Fluent CRM does not have its own visual workflow builder.
• Fluent CRM lacks an eSignature module as part of its suite of features.
• Fluent CRM's user interface and navigation can be confusing for new users.
• Fluent CRM does not have an integrated CRM/Marketing automation system.

Flexie Cons

• Flexie is not as feature-rich as FluentCRM
• Flexie has a higher price tag than FluentCRM
• Flexie has limited customization options compared to FluentCRM
• Flexie has a slower customer support response time than FluentCRM
• Flexie is not as user friendly as FluentCRM
• Flexie does not offer as wide a range of integrations as FluentCRM

Fluent CRM & Flexie Hyperise Integrations

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

Fluent CRM 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 Fluent CRM, 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.
• Street
• Street2
• City

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 Fluent CRM & Flexie CRM platform comparisons

Fluent CRM and Flexie Frequently Asked Questions

Question: What is Fluent CRM?

Answer: Fluent CRM is a cloud-based customer relationship management (CRM) platform that helps businesses manage customer contacts, define sales processes, create email campaigns, and measure results.

Question: What features does Fluent CRM offer?

Answer: Fluent CRM offers features for contact management, sales processes, automated email campaigns, analytics, and more. These features work together to help businesses build long-term relationships with customers, drive sales, and increase loyalty.

Question: How does Fluent CRM help businesses manage customer relationships?

Answer: Fluent CRM helps businesses manage customer relationships by offering features that allow them to consolidate customer contact information, organize sales processes, automate marketing emails, and evaluate customer engagement levels. The platform also provides data analytics and reporting capabilities, which helps businesses better understand customer behavior and make informed decisions.

Question: What is Flexie?

Answer: Flexie is an enterprise software development platform designed to help developers quickly create and deploy applications. The platform provides an end-to-end solution that can be used to create web, mobile, and desktop applications.

Question: What features does Flexie offer?

Answer: Flexie offers a wide range of features including: an intuitive drag-and-drop UI, built-in authentication and RBAC, real-time analytics, native application integration, built-in microservices architecture, and more.

Question: How does Flexie compare to other software development platforms?

Answer: Flexie is one of the most comprehensive enterprise software development platforms available, offering a wide range of features and capabilities that are not available in other software development platforms. It is also extremely user-friendly and provides an easy-to-use solution for those with minimal coding experience.

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!