The CRM that adapts to your industry
FlexCRM is a white-label CRM platform built for high-volume industries — mortgage, insurance, auto sales, real estate, and home services. One platform, built to scale from solo to enterprise.
6 industries
Supported out of the box
100%
White-label ready
$15/seat
Simple per-seat add-on
∞
Leads on Pro & Enterprise
Platform Features
Everything your team needs to close more deals
FlexCRM ships with the full stack — no plug-ins, no hidden add-ons. Every feature is production-ready on day one.
Visual Pipeline (Kanban)
Drag-and-drop lead boards with optimistic updates. See your entire pipeline at a glance — by stage, rep, or source.
Bulk SMS & Two-Way Inbox
Send mass texts from your own Twilio number. Two-way inbox shows threaded replies in real time with unread badges.
Email Automation
Reusable templates with merge tags, event-triggered sequences, and activity-logged delivery via SendGrid.
CSV Import & Lead Ingest
Wizard-based CSV import with column mapping and duplicate detection. REST API + Facebook Lead Ads webhook for inbound leads.
Lead Scoring & Automation
Auto-score leads based on disposition and last-30-day activity. Set event/timing rules that trigger SMS or email automatically.
Reporting & Analytics
KPI cards, bar/donut/funnel charts, team performance breakdowns, and one-click CSV export — all date-range filterable.
Team Management
Role hierarchy (owner → admin → agent → viewer). Agents see only their assigned leads — enforced at the server level.
White-Label Branding
Upload your logo, set your brand color, and present FlexCRM as your own product. Custom domain support available.
White-Label Ready
Make it yours. Brand it as your own.
Upload your logo, set your brand color, and point your own domain. Your clients will never know it's FlexCRM — they'll just think you built something great.
- Custom logo + brand color applied sitewide
- Custom domain support (Enterprise)
- Your name in every email and SMS
- Fully removable FlexCRM branding
47
Active Leads
$284k
Pipeline
89%
Response Rate
Results
What teams are saying
“We replaced three tools with FlexCRM. Our loan officers close 30% faster because everything is in one place.”
30% faster close rateRachel M.
Sales Manager, Summit Mortgage
“The bulk SMS alone paid for itself in the first week. We reactivated 40 dead leads in one afternoon.”
40 reactivated leadsTony V.
Owner, Velocity Auto Group
“We white-labeled it for our insurance agency team. Clients think it's our proprietary software.”
Full white-label deployedDana K.
Agency Principal, Keystone Insurance
Pricing
Simple, transparent pricing
14-day free trial on all plans. No credit card required.
Home Service Edition
Lite
Built for solo contractors and small crews.
- 2 users included
- Up to 2,500 leads
- Lead management & Kanban board
- SMS text-back automation
- Email sequences
- CSV import
- Activity feed & notes
- Basic reporting
For growing teams
Pro
Full feature set for teams ready to scale.
- 5 users included (+$15/seat)
- Unlimited leads
- Everything in Lite
- Bulk SMS & email
- Lead scoring & automation rules
- Role-based visibility
- In-app notifications
- Advanced reporting & CSV export
- Facebook Lead Ads webhook
White-label & custom
Enterprise
Full white-label for agencies and large teams.
- Unlimited users
- Unlimited leads
- Everything in Pro
- White-label branding (logo + color)
- Custom domain support
- Dedicated onboarding
- Priority support (SLA)
- API access + Zapier/Make
Need a custom plan? Talk to us →
Ready to run your business from one platform?
Start your 14-day free trial. No credit card. Cancel anytime.