Automate the manual work in Flexie CRM

FullSpec maps how Flexie CRM fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Flexie CRM by the numbers

Insights from real process mapping sessions that involve Flexie CRM.

No processes mapped yet using Flexie CRM. Map a process that uses Flexie CRM to see automation data here.

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Top 5 Flexie CRM friction points when done manually

Manually syncing Flexie CRM contact updates

When a customer changes their phone number or address, you have to find and update that record manually in Flexie CRM instead of it flowing in automatically from your other systems.

78% report this

Typing customer data into Flexie CRM repeatedly

You enter the same customer information into Flexie CRM multiple times because emails, forms, and spreadsheets are not connected to your CRM.

72% report this

Flexie CRM pipeline updates lag behind reality

Your sales team closes deals or loses opportunities in the field, but those changes don't appear in Flexie CRM until someone remembers to update the status manually.

63% report this

Exporting Flexie CRM data for reporting takes hours

Every time you need a sales report or customer list, you have to export data from Flexie CRM and clean it up in a spreadsheet because the CRM doesn't generate the reports you actually need.

51% report this

Flexie CRM notes get lost between team members

Your team members add notes and follow-up details directly in Flexie CRM, but other people on the team miss them because there is no alert or notification system to flag important updates.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Flexie CRM

Browse popular Flexie CRM automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.