Solutions
Sales & customer service
Win, serve and keep customers — CRM, help desk, contracts, membership and loyalty.
In short
FlexApp connects the customer lifecycle — leads and opportunities in CRM, quotes and contracts with approvals, service tickets with SLAs, membership and loyalty programmes — on one platform, so every team sees the same customer.
The problem it solves
Sales follow-ups are forgotten, discounts are approved over chat, service requests sit in shared mailboxes and customer information is split between disconnected tools.
How it works
- 1
Capture every lead
Web forms and campaigns feed CRM with auto-assignment.
- 2
Quote and contract with control
Generate quotes and contracts from templates, with discount and legal approvals.
- 3
Serve with SLAs
Tickets, a help centre and CSAT surveys keep service on time and measured.
- 4
Keep customers coming back
Membership and loyalty programmes reward repeat business.
Outcomes
- A visible, forecastable pipeline
- Faster quote and contract turnaround
- SLA compliance and measured satisfaction
- One view of the customer across teams
Apps that power this solution
CRM
From first enquiry to signed contract — a sales system that shows management the real pipeline.
Learn moreSupport Desk
Every customer request tracked to resolution, on time — with a help centre and AI that cut repeat questions.
Learn moreContract Management
Every contract from request to renewal — approved wording, controlled approvals, e-signature and no missed deadlines.
Learn moreMembership
Run your membership from application to renewal — fees, events and benefits, with payments matched automatically.
Learn moreLoyalty & Rewards
Bring customers back with points and rewards — run your own loyalty programme without building an app.
Learn moreForms
Replace paper and spreadsheet forms with online forms your own team builds and changes.
Learn moreFrequently asked questions
Can sales and service share customer data?
Yes. CRM accounts and contacts are available to Support Desk and other apps on the platform.
Can contracts be signed electronically?
Yes, with FlexApp built-in e-signature through Contract Management or Drive.
Is there a customer self-service portal?
Yes — Support Desk includes a public help centre and web form.
See FlexApp running your process
Tell us about one process you want to fix. We will show it working in FlexApp in a 45-minute demo.