How do I manage leads?

Each lead keeps its contact details, owner, group, source, industry, priority, rating and status. You can filter the lead list by group, source, owner or status, and print it.

Can I turn a lead into a contact, account or deal?

Yes. From the lead list, a lead can be moved to contacts, accounts or deals when it is ready.

Can I assign follow-ups to my sales team?

Yes. Follow-ups can be assigned and re-assigned to team members, and each lead shows how many follow-ups it has had.

My Today shows each user the follow-ups and work due today, so the day starts from a clear list.

Does it keep a history of calls and visits?

Yes. Follow-up logs keep a record of fresh and repeat follow-ups, and each lead has tabs for its follow-ups and tasks.

Can I send WhatsApp and email from the CRM?

Yes. FLEX CRM sends email messages through your email (SMTP) and WhatsApp messages through the WhatsApp Cloud API, with lists and templates for both.

Does it have a sales dashboard?

Yes. The dashboard shows leads, contacts, accounts, deals, tasks and follow-ups, leads by status and by source, and what was opened and closed today and this month.

Can I track where leads come from?

Yes. Every lead has a source, such as social media, traditional marketing or referrals, and the dashboard shows leads by source.

Can sales staff use it on the phone?

Yes. The FLEX Connect mobile app (Android & iOS) has the CRM dashboard, leads, follow-ups, tasks and deals.

Can I manage tasks for the team?

Yes. Tasks have groups, labels and statuses, and recent tasks appear on the dashboard.

Which add-ons are available?

Sales & Marketing for hotel reservations, rates and revenue reports, Accounts for the books, and Banquet & Events for hall bookings and function sheets, all on the same data.

Do you support businesses in Bhutan?

Yes. FLEX InfoTech has offices in Dhaka and Thimphu and supports FLEX CRM customers in Bangladesh and Bhutan 24/7.

Can I add more modules to FLEX CRM later?

Yes. FLEX CRM is sold on its own, and you can add other modules later, such as Sales & Marketing, Accounts or Banquet & Events, on the same data. Hotels and resorts can move up to FLEX Connect, our full hotel management system.

Where does FLEX CRM run?

FLEX CRM is cloud software that runs in any modern web browser, and its screens are also available on the FLEX Connect mobile app (Android & iOS). Each user only sees the screens their role allows.

How much does FLEX CRM cost?

Pricing depends on the number of users, locations and modules you need, so we prepare a quote after a short free demo. Contact us at info@flexinfosys.com or +880 1896 005950.

Software company ·

Dhaka ·

Thimphu ·

Vancouver · Since 2012 +880 1896 005950 info@flexinfosys.com WhatsApp

Book a free demo

CRM softwareCloud · Sold separately

CRM software for sales teams: leads, follow-ups and deals in one place

FLEX CRM is cloud CRM software, sold on its own. Capture leads, turn them into contacts, accounts and deals, assign follow-ups and tasks, and message customers by email and WhatsApp, with a live dashboard on the web and the mobile app (Android & iOS).

Book a free demo WhatsApp us

FLEX CRM software: leads list on a laptop and CRM dashboard on the mobile app

Access: Web browser + Android & iOS apps
Included modules: Customer Relations (CRM)
Optional add-on: Sales & Marketing + Accounts + Banquet & Events
Technology: Cloud · .NET 9 · Angular · Flutter
Support: 24/7 from Dhaka & Thimphu

Features

CRM software, module by module

Leads, contacts & accounts

Keep every lead with its mobile, email, address, owner, follow-ups and status, and filter by group, source, owner or status. Assign or re-assign follow-ups in bulk, and move a lead on to contacts, accounts or deals when it is ready.

Leads, contacts, accounts and deals
Filter by group, source, owner and status
Assign and re-assign follow-ups
Move leads to contacts, accounts or deals
Lead groups, regions, industries, sources and statuses
Print the lead list

Why it matters: Every enquiry has an owner and a next step, so fewer leads go cold.

Lead management in FLEX CRM software: leads list with owner, follow-ups and status

A complete view of every lead

Open a lead and see everything on one page: personal and company details, website and social links, revenue and staff size, owner, priority, rating, source and industry, the person who referred it and your notes, with tabs for its follow-ups, tasks, accounts and contacts.

Personal and company information
Owner, priority and rating
Group, source and industry
Lead reference and notes
Follow-ups, tasks, accounts and contacts tabs
Edit from the same page

Why it matters: Anyone picking up a lead sees its full history, without asking a colleague.

Customer 360 view in FLEX CRM: lead with company info, owner, priority, source, industry and notes

Follow-ups & tasks

Schedule fresh and repeat follow-ups, keep a log of every call and visit, and start each day from My Today. Tasks carry groups, labels and statuses, and recent tasks and leads are on the phone for sales staff on the move.

Fresh and repeat follow-ups
Follow-up logs
My Today view of due work
Tasks with groups, labels and statuses
Recent tasks and leads on the mobile app
Leads, follow-ups, tasks and deals tabs on the phone

Why it matters: Sales staff know exactly who to call today, and managers see what was done.

FLEX CRM mobile app: recent tasks and recent leads on the dashboard

Email & WhatsApp messaging

Message leads and customers from inside the CRM. Keep email lists and WhatsApp lists, write templates once, and send email and WhatsApp messages through your own email (SMTP) and the WhatsApp Cloud API.

Email messages
Email lists and templates
WhatsApp messages
WhatsApp lists and templates
Sends through your email (SMTP)
Uses the WhatsApp Cloud API

Why it matters: Campaigns and replies are kept with the customer record, not lost in personal inboxes.

Dashboard, calendars & group travel

The CRM dashboard shows leads, contacts, accounts, deals, today's tasks and follow-ups, leads by status and by source, and what was opened and closed today and this month. Events and booking calendars sit alongside, and transport, guide, team and flight details can be kept for groups.

Leads, contacts, accounts and deals at a glance
Leads by status and by source
Today and this month: open and closed
Recent tasks
Events and booking calendars
Transport, guide, team and flight details for groups

Why it matters: Managers see the pipeline at a glance, on the web or the tablet.

CRM dashboard in FLEX CRM on a tablet: leads by status and source, follow-ups and recent tasks

Optional add-on

Sales & Marketing

For hotels and resorts: add Sales & Marketing to manage room rates, market segments and business sources, take reservations and advance payments, and see booking pace and ADR, ARR and RevPAR by segment and source.

Room rates and dynamic rates
Market segments and business sources
Reservations and advance payments
Reservation chart and forecast
Booking pace, lead time and conversion
ADR, ARR and RevPAR by segment and source

Why it matters: Sales staff can quote, book and follow up on payments without waiting on the front desk, and see which channels perform.

Hotel sales and marketing add-on for FLEX CRM: reservation forecast, marketing dashboard and event bookings

Optional add-on

Accounts

Add Accounts to keep the books on the same data as your customers and accounts: chart of accounts, vouchers, cost centers, trial balance, profit & loss and balance sheet.

Chart of accounts, groups, ledgers and voucher types
Cost categories and cost centers
Voucher entry and opening entries
Day book, account book and account statements
Trial balance, profit & loss and balance sheet
Cash/funds flow, receipts & payments and ratio analysis
Bank reconciliation and budget planning
Depreciation setup and run
Month closing and financial year closing

Why it matters: Sales and finance work from the same customer records.

Accounting add-on for FLEX CRM: trial balance report

Optional add-on

Banquet & Events

Add Banquet & Events to turn event enquiries into hall bookings: quotations, the events calendar, function sheets (BEO) and event billing on the same customer records.

Hall setup and banquet item menus
Event quotations and quotation register
Book events and view the events calendar
Function sheets and event documents for operations
Event bills, receive payments and business center
Events summary, event diary and hall usage reports
Shift opening/closing and day closing
Banquet stock requisition, receive and consumption

Why it matters: An event lead becomes a booking without retyping the customer.

Banquet and events add-on for FLEX CRM: events calendar by hall

CRM software in Bangladesh and Bhutan

FLEX CRM is CRM software built and supported by FLEX InfoTech Limited, a software company working with hotels, resorts and businesses since 2012, with offices in Dhaka and Thimphu. It is the same Customer Relations module that runs inside FLEX hotel software, sold on its own for any sales team.

Instead of spreadsheets, notebooks and personal WhatsApp chats, FLEX CRM keeps leads, contacts, accounts, deals, follow-ups, tasks and email and WhatsApp messages in one sales CRM, with a dashboard by status and source. Sales staff can work from the mobile app (Android & iOS), and managers from any web browser.

Selling events? See FLEX Events →Running a hotel? See FLEX Connect →

Who it’s for

Built for

Sales teams that follow up leads by phone, email and WhatsApp
Hotels, resorts and venues selling to corporate clients and agents
Managers who want every lead to have an owner and a next step
Sales staff who work from the mobile app (Android & iOS)

Grows with you

Start small, add modules later

Add other FLEX products on the same data whenever you are ready, or move up to FLEX Connect, our full hotel management system.

FLEX Accounts FLEX Inventory FLEX HR FLEX POS FLEX Events FLEX Spa & Gym Full FLEX Connect →

FAQ

FLEX CRM questions, answered

See FLEX CRM with your own data

Book a free demo and we’ll show you crm software working on your own workflow.

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