FLEX Connect

FLEX Connect is the mobile CRM for the FLEX Hospitality ERP suite. Built for sales and operations teams in the hospitality industry, it puts your entire customer pipeline — leads, follow-ups, tasks, deals, accounts and contacts — in your pocket, fully synced with your FLEX Hospitality server.

Stop waiting until you’re back at your desk. Capture a lead during a site visit, log a follow-up after a call, assign a task to a teammate, and watch deals move through your pipeline — all from your phone or tablet.

KEY FEATURES

• Dashboard at a glance
See today’s and this month’s open, closed and total tasks the moment you sign in, plus your due and upcoming follow-ups and tasks.

• Lead management
Browse and search your full lead list, view rich lead profiles, and create or edit leads with a guided form covering personal, company, classification and reference details.

• Follow-ups, organized
Fresh, repeat and “my today’s” follow-ups in one place. Add a follow-up with status, next date/time, assignee and notes — never lose track of who to call next.

• Tasks & operations
Group tasks by type, track status and priority, set start and due dates, assign team members, and attach images or documents from your camera, gallery or files.

• Deals pipeline
Track deals by stage with amount, expected value and win probability, and see your pipeline totals summarized.

• Accounts & contacts
Quick access to account companies and contact people with phone, email and WhatsApp details.

• Built-in notifications
A live feed of follow-ups and tasks that are due today or overdue, so nothing slips through.

• Personalized & secure
Light and dark themes, notification preferences, secure JWT sign-in, and your team photo as your profile picture. Remember-me keeps sign-in quick.

• Phone & tablet ready
A clean, responsive interface that adapts from compact phones to large tablets.

FLEX Connect requires access to your organization’s FLEX Hospitality server and an authorized user account. Please contact your system administrator for credentials and setup.

© Flex InfoTech Limited. All rights reserved.