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CRM FlexModule

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

Customer Management

See all related Customer information in one place to help provide the best customer service.

Contact Management

Manage individual contacts and even allow individual user access to see projects, jobs, invoices and more.

Leads & Opportunities

Nurture leads and keep track of business opportunities. See current status and even generate Quotes or Proposal with our Document Generator Module.

Follow Ups

Create automatic or recurring Follow Ups to help you stay in touch with your Leads and Customers.

Fully Integrated with other FlexModules

(and your own Custom Apps!)

Accounting
FlexModule

Document Generator
(E-Signature)

Customer
Chat

Project/Task
Management

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!

Trusted Security

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.

Ready to See if Flex Portal Is the Right Business Management/Portal Solution For You?