Understand customers
All contacts, representatives, conversations, files and activities are stored in a traceable customer file.
Flex Pro CRM · Customers · Projects · Sales
CRM system for companies that want to finally manage customers, tasks and projects properly.
Flex Pro CRM combines customer management, offers, project control, tasks, documents, support, time tracking, automations and reporting in a guided system. Not a collection of tools but a workspace for sales, team and management.
Customer files
Offers
Projects
Tasks
Documents
Reporting
CRM, accounting, office & automation
Flex Pro CRM can be connected with the systems that are already important in everyday life.
Leads, customers, documents, offers, invoices, and tasks only become powerful when interfaces are properly planned.
DATEV
Lexoffice
sevDesk
Google
Microsoft 365
OpenAI
Make
Zapier
Specific interfaces are checked in advance: API, export, import, webhook, or custom middleware.
CRM from practical experience
Flex Pro CRM connects customers, offers, projects, tasks, and documents.
The CRM is not meant as an isolated contact list but as a central hub for sales, service, projects, documents, automations, and reports.
Customer management, leads, offers, tasks, and project statuses
Optional modules for support, documents, automations, and reports
Monthly and annual plans with clear extensions
Local SEO & international projects
Visible regionally, implementable nationwide and internationally.
media-flex24 works locally rooted in Detmold, Lippe, OWL, and NRW, but also carries out projects nationwide and internationally. This way, we combine local SEO, regional landing pages, multilingual structure, and digital collaboration in one system.
Google Business Profil
Service-Schema
FAQ-Struktur
Interne Verlinkung
Detmold & Lippe
Local visibility, Google Business, regional service pages, and genuine proximity.
NRW & Germany
Websites, SEO, CRM, cloud, and digital systems for national companies.
International
Multilingual website structure, remote processes, and international project capability.
Overview
Flex Pro CRM brings sales, projects, and service into a clear order.
So visitors immediately understand what it’s about: Flex Pro CRM is designed for businesses that don’t need a loose contact list, but a system for real workdays.
Manage sales
Leads, offers, reminders, sales opportunities, and follow-ups no longer get lost between email and spreadsheet.
Manage projects
Tasks, responsible persons, deadlines, documents and project phases are visible to the team and management.
Control growth
Dashboards show pipeline, open tasks, project workload, closing rates and bottlenecks instead of gut feelings.
Why Flex Pro CRM
A good CRM is not just a customer database. It’s the working logic of the company.
Many CRM projects fail because they only store contacts. Flex Pro CRM is conceived from the start as a process system: Who does what, when, for which customer, with which offer, which document and which next step?
01Customer history, communication, and files in one place
02Sales, tasks, offers, and follow-ups comprehensible
03Project status, responsibilities and deadlines are visible for teams
04Roles, permissions, data protection, and operation planned from the start
Why our CRM?
Because standard software often enforces processes. Flex Pro CRM adapts to your workflows.
Many CRM systems look strong at the start but are bypassed in everyday use. The reason: too many fields, wrong terms, unclear roles, no project logic, and too little connection to website, offers, documents, and service.
First, we plan your workflows: lead, offer, project, task, document, support case and evaluation. Only after that do screens and fields arise.
A CRM is only useful if it is used. That’s why we reduce friction, clearly explain status logics and build views for real roles.
Inquiries from websites, campaigns or forms can flow directly into the CRM. This turns visibility into a measurable sales process.
Customer portal, tickets, documents, cloud, HRM, automations and API connections can be added modularly as the company grows.
Hosting, data protection structure, backups, updates, monitoring, and continuous development are planned from the start, not forgotten.
Dashboards show not just numbers, but questions: Where are offers stalling? Which tasks are overdue? Which projects are tying up capacity?
Difference from other CRM systems
Flex Pro CRM is not a foreign standard tool, but a digital operating system for your workflows.
Standard CRMs are good when a company exactly fits their logic. Flex Pro CRM is strong when customers, projects, proposals, documents, and internal processes need to be considered together.
Typical standard CRMFlex Pro CRM
Preset data fields and rigid pipeline logic.
Fields, roles, statuses, and views matched to the company.
Focus on contacts and sales, projects often only as an add-on.
Customers, proposals, projects, tasks, documents, and support connected.
Many functions, but little introduction to real workflows.
Process planning, training and handover are part of the project.
Website leads often must be integrated via detours.
Website, forms, campaigns, and CRM are directly integrated.
Operations, hosting, backups, and adjustments are often handled by multiple parties.
Technology, hosting, support and further development can be provided from a single source.
Who is it suitable for?
Flex Pro CRM pays off when processes are more important than a pretty contact list.
The system is especially strong for companies that need to coordinate many inquiries, ongoing projects, recurring tasks, documents, offers or service cases.
Sales teamsLeads, proposals, reminders, pipeline, and closing chances.
Project companiesCustomer projects, tasks, deadlines, files, and internal responsibilities.
Service providersTickets, customer history, response times, documentation, and knowledge base.
Growing companiesAway from Excel, email searches and individual knowledge toward clear workflows.
Features
Everything a professional CRM needs for real business processes.
Modules can start lean and be expanded later. This keeps Flex Pro CRM understandable for everyday use and strong enough for growth.
Customer records & contacts
Companies, contacts, history, notes, files, activities, status fields and internal responsibilities.
Leads, pipeline & proposals
Lead sources, sales opportunities, proposal status, reminders, closing probability, and follow-ups.
Project & task management
Project phases, milestones, tasks, priorities, deadlines, checklists and team responsibilities.
Files, Templates & Approvals
Offers, contracts, project files, customer documents, protected downloads and structured storage.
Tickets & Knowledgebase
Customer inquiries, internal tickets, priorities, response times, FAQs, knowledge articles and status communication.
Time Tracking & Services
Project times, activities, performance records, evaluations and bases for billing or controlling.
Workflows & Notifications
Automatic reminders, status changes, email sequences, task rules, escalations and webhooks.
Dashboards & Reporting
Pipeline value, open tasks, project progress, team workload, closing rates and management overviews.
This is how we think CRM
First process, then interface. First data logic, then design.
A CRM feels high quality when it removes friction in everyday life. That’s why we clarify data fields, roles, status logics, required information, approvals, notifications, views and interfaces before implementation. This way, you don’t just get a nice form, but a system that makes decisions easier.
- Data model for customers, contacts, projects, offers and documents
- Status logic for leads, tasks, tickets and project phases
- Roles for management, sales, project leadership, team and external users
- Mobile operation for field service, service and project teams
- Expandable with customer portal, company cloud, intranet or AI automations
Workflow example
Lead comes inSource, need, budget and contact person are recorded.
Quote generatedTasks, files, notes and approvals remain with the customer.
Project startsPhases, responsible persons, documents and times become visible.
Evaluation followsPipeline, win rate and project load are measurable on the dashboard.
Introduction
This way, CRM does not become another tool, but a system that is truly used.
Introduction is just as important as technology. That’s why we plan data, roles, training and operations structurally.
01
Process capture
We clarify customer types, offer channels, project phases, tasks, documents, roles, and current friction points.
02
Data model
Customers, contacts, quotes, projects, tickets, files and status fields are neatly structured.
03
CRM setup
Views, dashboards, permissions, modules, workflows and notifications are implemented.
04
Migration
Existing tables, customer data, or old CRM data are reviewed, cleaned, and imported.
05
Training
Team, management, and admins receive clear usage scenarios instead of abstract feature lists.
06
Support
After launch, refinement, updates, evaluations, and extensions follow based on real usage behavior.
Security & Operation
Sensitive customer data requires more than just login and password.
Flex Pro CRM is planned with roles, permissions, backup strategy, hosting, updates, and clear responsibilities. This is important for data protection, stability, and team trust.
01User roles and access levels
02GDPR-compliant Data Structure
03Backups, Monitoring and Updates
04Hosting, SSL, and technical maintenance
05Auditable activities and status changes
06Training, handover, and ongoing development
CRM Pricing
Flex Pro CRM packages with monthly or annual payment.
The packages offer clear guidance. The final price depends on number of users, modules, data migration, interfaces, hosting, and support scope.
CRM Basic
For small teams who want to structure customers, tasks, and offers.
from €149monthly net
Annually €1,490 instead of €1,788 · Save €298
- Customer and Contact Management
- Tasks, activities, and reminders
- Basic offers and status
- Basic Dashboard
- Setup from €1,900 net
CRM Business
For companies who want to connect sales, projects, documents, and team processes.
from €299monthly net
Annually €2,990 instead of €3,588 · Save €598
- Everything from CRM Basic
- Project and Task Management
- Documents, templates, and approvals
- Workflows, notifications, and reporting
- Setup from €4,900 net
CRM Enterprise
For larger teams, special processes, roles, portals, interfaces, and automations.
from €599monthly net
Annually €5,990 instead of €7,188 · Save €1,198
- Custom modules and roles
- Customer portal, tickets, or HRM possible
- API, webhooks and external systems
- Management dashboards and SLA support
- Setup based on effort
All prices are net plus VAT. Annual payment is cheaper than twelve individual monthly payments. Hosting, user count, migration, and special modules are transparently listed in the offer.
Optional modules
Modules that can be added to Flex Pro CRM.
Many companies start with CRM Basic or Business and later expand with Portal, Support, Cloud, Automations, or Service. One-time setup and ongoing costs are listed separately.
Customer portal
Login area, status, uploads, downloads, and protected customer communication.
from €5,200 setupoptional from €99 / month operationTicket system & knowledge base
Tickets, priorities, FAQ, internal notes, service evaluation, and customer responses.
from €4,800 setupoptional from €149 / month serviceDocument Management
Document types, versions, approvals, customer areas and secure storage structure.
from €4,200 setupoptional from €99 / month storage & backupInterfaces & webhooks
Connection to website, forms, email, accounting, shops or external systems.
from €3,600 setupoptional from €79 / month monitoringHRM & time tracking
Employees, roles, absences, project times, approvals and performance records.
from €3,900 setupoptional from €129 / monthAI & process automation
Prequalification, reminders, status changes, assistants and recurring workflows.
from €2,900 setupoptional from €190 / monthManaged hosting
Server, SSL, backups, updates, monitoring and technical operation basis.
from €790 setupfrom €49 / monthMaintenance & further development
Updates, minor adjustments, security, support, analysis and ongoing optimization.
no setup requiredfrom 149 € / month
Integration
Flex Pro CRM can be connected with website, forms, cloud and marketing.
Leads from the website can flow directly as contacts or opportunities into the CRM. Offers, documents, tickets, campaigns, email notifications, and customer portals can be suitably connected. This turns the website into a measurable business process.
Website
Lead handover
Import forms, campaigns, and inquiries into the CRM in a structured way.
Cloud
Files & sharing
Connect documents, customer areas, uploads and team shares.
Marketing
Follow-ups
Automations, reminders, and evaluations for sales and service.
FAQ
Frequently asked questions about Flex Pro CRM.
Can Flex Pro CRM be adapted to our processes?
Yes. Fields, roles, statuses, dashboards, task logic, documents, and workflows are planned to fit your processes.
Are there monthly and yearly prices?
Yes. Packages can be booked monthly or annually. Annual payment saves compared to twelve monthly payments.
Can existing customer data be transferred?
Yes. CSV, spreadsheet, or existing CRM data can be migrated and cleaned after prior review.
Is a customer portal possible?
Yes. Flex Pro CRM can be extended with a customer portal for documents, status, tickets, downloads, or approvals.
How long does the implementation take?
A lean CRM base is often possible within a few weeks. Extensive processes with migration and interfaces require more planning.
Who supports the system after the start?
media-flex24 can continuously take over hosting, updates, monitoring, support, further development, and training.
Plan CRM
From unclear processes to a system that teams actually use.
Start with a CRM configuration or request a consultation for Flex Pro CRM directly.
More relevance for Google and visitors
CRM for sales, projects and service
A CRM is worthwhile when customers, offers, tasks, documents, support and projects should no longer be scattered. Flex Pro CRM is planned according to workflows, roles, status logic and evaluations.