Live

Tech Flexa CRM

Pipelines, quotes, and invoices in one workspace

Run boards, convert quotes to orders and tax invoices, engage with campaigns and forms, and support customers with tickets — signed in through OneStop.

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What it does

Built from the real product

TechFlexa CRM is a modular sales and operations workspace: boards and contacts, commerce documents, marketing engage tools, support, automation, and insights. Billing and entitlements are managed in OneStop.

Boards & dashboards

Pipeline boards and dashboards for pipelines and day-to-day work.

Quotes, approvals, proformas, orders, payments, tax invoices

Commerce document chain from quote through tax invoice and payment.

Campaigns, forms, email, Meta Lead Ads

Engage tools for campaigns, public forms, email, and Meta Lead Ads.

Automation

Automations and UI automations for sales and operations workflows.

Tickets & knowledge

Support tickets and knowledge for customer care.

Reports, analytics & executive views

Reports, analytics, and executive views for insights.

Roles & audit

Custom roles with scopes and audit trails.

Software product management (optional)

Optional software product management for features, bugs, releases, and epics.

Capabilities

Confirmed features

  • Pipeline boards for dealsBoards and pipelines for deals and operational work.
  • Public quote decision linksPublic quote accept/reject decision links for customers.
  • Document review with India & UAE KYC document typesDocument packs for India and UAE KYC document types — document handling, not statutory filing.
  • Custom roles with ALL / TEAM / OWN scopesRBAC with custom roles and ALL, TEAM, and OWN access scopes.
  • Mobile shell for on-the-go workMobile shell for CRM work away from the desk.

Product tour

Screens from the application

Key screens from the live application — browse the full set at a glance.

Dashboard

Leads board

Kanban

Board views

Columns

Board templates

Workspace templates

Tasks

Task calendar

Lead detail

Lead tasks

Activity log

Automations

Add automation

UI automation

Board invite

Roles

Workflows

How work moves

Sales commerce

  1. 01Lead / board
  2. 02Deal
  3. 03Quote
  4. 04Approval
  5. 05Proforma / order
  6. 06Tax invoice
  7. 07Payment

Marketing engage

  1. 01Campaign
  2. 02Form
  3. 03Lead

Support

  1. 01Ticket
  2. 02Knowledge

Public customer experiences

  1. 01Quote accept / reject
  2. 02Form token
  3. 03Document upload

Who it is for

Roles & access

  • Admin
  • Sales manager
  • Sales person
  • Accountant
  • Marketing
  • Support
  • Read only
  • Sales partner
  • QA partner
  • Product manager

FAQ

Straight answers

Does CRM include HR or inventory?

Those module keys are marked coming soon inside CRM. Use TechFlexaHR and TechFlexa ERP for those domains.

Does CRM file GST or UAE VAT returns?

CRM supports tax percentages on documents and regional KYC document packs. Statutory return engines live in AnI Accounts / ERP tax suites.

Sign up on CRM or request a demo

TechFlexa CRM is a modular sales and operations workspace: boards and contacts, commerce documents, marketing engage tools, support, automation, and insights. Billing and entitlements are managed in OneStop.

Sign up on CRM Request demo