Business app · Sales & Customer
From first enquiry to signed contract — a sales system that shows management the real pipeline.
FlexApp CRM is a sales management app that tracks leads, customers, contacts and deals through to quotations and contracts, with approvals and document templates built in.
Works on its own — connects to the rest of FlexApp when you want it to.
Sales directors, sales managers and their teams in business-to-business organisations.
Follow-ups are forgotten, management cannot see what is likely to close, and discount approvals happen in chat messages with no record.
Every lead and deal has an owner, a next step and a history.
Boards and reports show what is likely to close, and when.
Quotations and contracts are produced from templates.
Discount, quotation and contract approvals follow a set route, with a record.
Sales director · industrial supplies distributor
Weekly pipeline meetings relied on each salesperson's own spreadsheet. Now every deal sits on one board with its stage and next step, and the director reviews the same picture as the team.
Sales manager · IT services company
Discounts used to be agreed in chat messages. A quotation above the allowed discount now goes to the manager for approval, and the decision is recorded with the quotation.
Marketing team · education provider
Enquiries from the website form sat in a shared mailbox. They now arrive as leads and are assigned automatically, so each one has an owner.
Works on its own — connects to the rest of FlexApp when you want it to.
Every customer request tracked to resolution, on time — with a help centre and AI that cut repeat questions.
Learn moreEvery contract from request to renewal — approved wording, controlled approvals, e-signature and no missed deadlines.
Learn moreBring customers back with points and rewards — run your own loyalty programme without building an app.
Learn moreYes — stages, deal types and extra fields for each deal type are all configurable.
Moving a deal to certain stages, discounts, quotations and contracts.
Yes, through a web form that creates leads directly.
Tell us about one process you want to fix. We will show it working in FlexApp in a 45-minute demo.