Comprendere i clienti
Tutti i contatti, interlocutori, conversazioni, file e attività sono raccolti in un dossier cliente comprensibile.
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, quotes, project management, tasks, documents, support, time tracking, automations and reporting in one guided system. Not a tool collection, but a workspace for sales, team and management.
customer files
Offers
Projects
Tasks
Documents
Reporting
CRM, Accounting, Office & Automations
Flex Pro CRM can be connected with the systems that are already important in everyday work.
Leads, customers, documents, offers, invoices, and tasks become powerful only when interfaces are carefully 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 Practice
Flex Pro CRM connects customers, offers, projects, tasks, and documents.
The CRM is not intended as an isolated contact list but as a work hub for sales, service, projects, documents, automations, and evaluations.
Customer management, leads, offers, tasks, and project status
Optional modules for support, documents, automations, and evaluations
Monthly and annual plans with clear expansions
Local SEO & International Projects
Regionally visible, executable across Germany and internationally.
media-flex24 is locally rooted in Detmold, Lippe, OWL, and NRW but also implements projects nationwide and internationally. 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 real proximity.
NRW & Germany
Websites, SEO, CRM, cloud, and digital systems for supra-regional companies.
International
Struttura del sito multilingue, processi remoti e capacità di gestire progetti internazionali.
Panoramica
Flex Pro CRM mette vendite, progetti e assistenza in un ordine chiaro.
Per far capire subito ai visitatori di cosa si tratta: Flex Pro CRM è pensato per aziende che non vogliono solo una lista di contatti, ma un sistema per vere giornate lavorative.
Gestire le vendite
Lead, offerte, attività da riprendere, opportunità di vendita e follow-up non si perdono più tra email e fogli di calcolo.
Controllare i progetti
Compiti, responsabili, scadenze, documenti e fasi di progetto sono visibili a team e dirigenti.
Controllare la crescita
I dashboard mostrano pipeline, attività aperte, carico di progetto, tassi di chiusura e colli di bottiglia invece che solo sensazioni.
Perché Flex Pro CRM
Un buon CRM non è solo un database clienti. È la logica operativa dell’azienda.
Molti progetti CRM falliscono perché si limitano a salvare contatti. Flex Pro CRM è pensato sin dall’inizio come sistema di processi: chi fa cosa, quando, per quale cliente, con quale offerta, documento e passo successivo?
01Storia cliente, comunicazione e file in un unico luogo
02Vendite, compiti, offerte e follow-up tracciabili
03Stato del progetto, responsabilità e scadenze visibili ai team
04Ruoli, permessi, privacy e gestione pianificati sin dall’inizio
Why Our CRM?
Perché il software standard spesso impone processi. Flex Pro CRM si adatta ai vostri flussi.
Molti sistemi CRM sembrano potenti all’inizio, ma poi vengono bypassati nella routine. Il motivo: troppi campi, termini sbagliati, ruoli poco chiari, assenza di logica di progetto e poco collegamento con sito, offerte, documenti e assistenza.
Prima pianifichiamo i vostri flussi: lead, offerta, progetto, compito, documento, ticket di supporto e analisi. Solo dopo creiamo maschere e campi.
Un CRM serve solo se viene usato. Per questo riduciamo attriti, spieghiamo chiaramente la logica di stato e costruiamo viste per ruoli reali.
Le richieste da sito, campagne o moduli possono entrare direttamente nel CRM. Visibilità diventa processo vendite misurabile.
Portale clienti, ticket, documenti, cloud, HRM, automazioni e API possono essere aggiunti modularmente con la crescita dell’azienda.
Hosting, struttura privacy, backup, aggiornamenti, monitoraggio e sviluppo continuo sono pianificati sin dall’inizio.
I dashboard non mostrano solo numeri, ma anche domande: dove si bloccano le offerte? Quali compiti sono scaduti? Quali progetti richiedono risorse?
Differenza rispetto ad altri CRM
Flex Pro CRM non è uno strumento standard straniero, ma un sistema operativo digitale per i vostri flussi.
I CRM standard vanno bene se l’azienda si adatta perfettamente alla loro logica. Flex Pro CRM è potente quando clienti, progetti, offerte, documenti e processi interni devono essere pensati insieme.
CRM standard tipicoFlex Pro CRM
Campi dati predefiniti e logica pipeline rigida.
Campi, ruoli, stati e viste adattati all’azienda.
Focus su contatti e vendite, progetti spesso solo come aggiunta.
Customers, offers, projects, tasks, documents and support interconnected.
Many features but little introduction to real workflows.
Process planning, training and handover are part of the project.
Website leads often have to be integrated via detours.
Website, forms, campaigns and CRM are thought of directly together.
Operations, hosting, backups and customizations are often handled by multiple parties.
Technology, hosting, support and further development possible from a single source.
Who is it for?
Flex Pro CRM is worthwhile if 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, offers, follow-ups, pipeline and chances of closing.
Project companiesCustomer projects, tasks, deadlines, files and internal responsibilities.
Service providersTickets, customer history, response times, documentation and knowledge base.
Growing companiesMoving away from Excel, email search and individual knowledge to clear workflows.
Features
Everything a professional CRM needs for real business processes.
Modules can start lean and be expanded later, keeping Flex Pro CRM easy to understand for everyday use and strong enough for growth.
Customer records & contacts
Companies, contacts, history, notes, files, activities, status fields and internal responsible persons.
Leads, pipeline & offers
Lead sources, sales opportunities, offer status, follow-ups, probability of closing 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 & knowledge base
Customer inquiries, internal tickets, priorities, response times, FAQ, knowledge articles and status communication.
Time tracking & services
Project times, activities, service records, evaluations and basis 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 load, closing rates and management overviews.
This is how we think CRM
First process, then mask. First data logic, then design.
A CRM feels premium when it removes friction in daily use. That’s why we clarify data fields, roles, status logic, mandatory information, approvals, notifications, views, and interfaces before implementation. This way, it’s not just 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 management, 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 entersSource, need, budget, and contact person are recorded.
Offer is createdTasks, files, notes, and approvals stay with the customer.
Project startsPhases, responsible persons, documents, and times become visible.
Evaluation followsPipeline, closing rate, and project load are measurable in the dashboard.
Introduction
This way, the CRM doesn’t become just another tool, but a system that is truly used.
The introduction is just as important as the technology. Therefore, we plan data, roles, training, and operation in a structured manner.
01
Process capture
We clarify customer types, offer paths, project phases, tasks, documents, roles, and current friction points.
02
Data model
Customers, contacts, offers, 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 adopted.
05
Training
Team, management, and admins receive clear usage scenarios instead of abstract function lists.
06
Support
After launch, fine-tuning, updates, evaluations, and extensions follow based on real usage behavior.
Security & Operations
Sensitive customer data needs more than 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 trust within the team.
01User roles and access levels
02GDPR-compliant Data Structure
03Backups, Monitoring, and Updates
04Hosting, SSL, and technical maintenance
05Auditable activities and state changes
06Training, handover, and ongoing development
CRM prices
Flex Pro CRM packages with monthly or annual payment.
The packages provide clear guidance. The final price depends on user count, modules, data migration, interfaces, hosting, and support scope.
CRM Base
Per piccoli team che desiderano gestire clienti, compiti e offerte in modo strutturato.
da 149 €mensili netti
Annualmente 1.490 € invece di 1.788 € · risparmia 298 €
- Customer and Contact Management
- Compiti, attività e promemoria
- Offerte e stato base
- Basic Dashboard
- Setup da 1.900 € netti
CRM Business
Per aziende che vogliono integrare vendite, progetti, documenti e i processi del team.
da 299 €mensili netti
Annualmente 2.990 € invece di 3.588 € · risparmia 598 €
- Tutto dal CRM Base
- Project and Task Management
- Documenti, modelli e approvazioni
- Workflows, notifiche e reportistica
- Setup da 4.900 € netti
CRM Enterprise
Per team più grandi, processi speciali, ruoli, portali, interfacce e automazioni.
da 599 €mensili netti
Annualmente 5.990 € invece di 7.188 € · risparmia 1.198 €
- Moduli e ruoli personalizzati
- Portale clienti, ticket o HRM disponibili
- API, webhook e sistemi esterni
- Dashboard di gestione e supporto SLA
- Setup su misura
Tutti i prezzi sono netti più IVA. Il pagamento annuale è più conveniente di dodici pagamenti mensili singoli. Hosting, numero utenti, migrazione e moduli speciali sono indicati in modo trasparente nell'offerta.
Optional Modules
Moduli che possono essere aggiunti al Flex Pro CRM.
Molte aziende iniziano con CRM Base o Business e successivamente aggiungono portale, supporto, cloud, automazioni o assistenza. Setup iniziale e costi ricorrenti sono indicati separatamente.
Portale clienti
Area login, stato, upload, download e comunicazioni protette con i clienti.
da 5.200 € setupopzionale da 99 € / mese operazioniTicket system & knowledge base
Tickets, priorities, FAQs, internal notes, service evaluations, and customer responses.
from €4,800 setupoptional from €149 / month supportDocument management
Document types, versions, approvals, customer areas and secure storage structure.
from €4,200 setupoptional from €99 / month storage & backupInterfaces & webhooks
Integration with 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 operating base.
from €790 setupfrom €49 / monthMaintenance & further development
Updates, small adjustments, security, support, evaluation 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 appropriately connected. This turns the website into a measurable business process.
Website
Lead handover
Take over forms, campaigns and inquiries structured into the CRM.
Cloud
Files & approvals
Connect documents, customer areas, uploads and team approvals.
Marketing
Follow-ups
Automations, reminders and evaluations for sales and support.
FAQ
Frequently Asked Questions about Flex Pro CRM.
Can Flex Pro CRM be customized to our processes?
Yes. Fields, roles, statuses, dashboards, task logic, documents, and workflows are planned to fit your workflows.
Are there monthly and yearly pricing options?
Yes. Packages can be booked monthly or annually. Annual payment saves compared to twelve monthly payments.
Can existing customer data be imported?
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 launch?
media-flex24 can continuously handle hosting, updates, monitoring, support, further development, and training.
Plan CRM
From unclear workflows to a system that teams actually use.
Start with a CRM configuration or directly request a consultation for Flex Pro CRM.
Maggiore rilevanza per Google e visitatori
CRM per vendite, progetti e assistenza
Un CRM vale la pena se clienti, offerte, compiti, documenti, supporto e progetti non devono più essere sparsi. Flex Pro CRM è pianificato in modo adatto a processi, ruoli, logiche di stato e analisi.