Extension possibilities of flexx-suite CRM

Connection to your online presence

If you have one or more online shop systems, online configurators or websites that access your products, we recommend connecting them to your CRM system “flexx-suite”.

In this way, you can centralize the maintenance of your products, the quotation and invoice dispatch and get a central overview of the results of your online sales.

The connection takes place via interfaces and/or import and export automatisms. Time periods in which the synchronization of the data takes place can be flexibly determined.

Both automatic and manual synchronisation can be set up.

CRM module “redoo Calendar”

“redoo Calendar” extension provides you with a calendar management as you know it from Google or Microsoft Outlook, for example, within your CRM system.

Calendar entries can be linked to the data of different modules within flexx-suite.

Calendar views can be freely defined.

Individual calendars can be made publicly available for all users, configured as private or shared with individual users and user groups of your CRM system.

The calendar is operated intuitively via click and drag and drop functions within the calendar views or in the detailed views of individual calendar entries.

Reminder functions are implemented.

CRM module “Control-pro”

The extension “Control-pro” enables you to optimize your project control by allowing you to define defined processes as standards depending on various criteria.

The defined processes are presented to you project- and task-related in a user-friendly overview for maintenance by selected users or user groups.

You can determine the displayed values of individual project tasks from the fields of the module.

When a task is completed, you can query various factors. These can be, for example, the completion date, a final report, documents and/or references to other entries within CRM system flexx-suite.

The extension allows you to configure automatic reminder functions (both within the CRM system, as well as via e-mail or SMS) and to generate reports automatically.

CRM module “Zeiterfassung”

With this extension of flexx-suite CRM, you always have an up-to-date overview of time recording in your company.

As with all other modules within the CRM system, you can freely configure the fields that are to be considered for time recording and thus also differentiate between the types of individual time recording.

The time recording is linked to modules in your CRM system, so that clear assignment can be created.

Automatic time recording can be configured using workflows.

On request, the time recording can be extended so that you can enable mobile time tracking via web applications. Connection to external hardware such as access control is possible.

CRM module “Dokumentenablage”

With the extension “Dokumentenablage” you can centrally store documents or files of any kind in relation to an entry within the CRM system.

The uploaded files can be maintained and viewed within flexx-Suite CRM.

The upload is done via the usual Explorer file selection or with drag and drop from your file explorer.

CRM module “flexx Logistics”

The stand-alone extension “flexx Logistics” enables you to plan tours or routes combined with data from your flexx-suite CRM system.

Of course you can maintain your deliveries, vehicles, locations and delivery points within your CRM system.

The route planning takes place on a map view with the indicated delivery and locations.

Configured routes can be optimized according to the traffic routes. Routes can also be reversed.

Created routes are displayed in an overview. Weight and driving time are displayed.

The detailed view of individual routers allows you to access the schedule of the created routes and details of the delivery.

Routes can be changed later, so that you can also adjust the schedule (days and time) as desired. Free days can be taken into account.

Created routes can be generated and printed as PDF files.

Several routes can be planned simultaneously.