Customer Resource Management
See comprehensive information on your Customers, Track Leads, Close Opportunities and auto-schedule Follow Ups.
Keep track of your Customer and Sales information with real time Dashboards.
See Full Customer History, Nurture Leads, and Close Opportunities.
HIPAA Compliant Options Available
Leads & Opportunities
Fully Integrated with other FlexModules
(and your own Custom Apps!)
Customer Portal Access
FlexPortal's role based system allows for portal entry from a multitude of different user types. Need to give access to your clients or customers to allow them to see job or project progress or view/pay invoices? Or allow Customers to send secure messages and share files directly through your management system? All of this is possible and much more!
FlexPortal takes all the necessary precautions to ensure confidential information and files stay safe. Files are kept secure by including safeguards such as file transfer over HTTPS from any device, 256-bit encryption at rest, including HIPAA compliance.