Sales tracking tools that connect (all!) your customer dots

Conveniently track, organise, and update the many dots of customer management with our sales tracking tools. Find information your team needs when they need it – not after.

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An industry-first in sales tracking 'Flexibility'
With EU-only data storage, feel secure with Flex xRM, Serviceform’s next-generation CRM solution.

End silo working with cross-team updates in real time? Check. Automate saving any social media contact for follow-up? Done. And easy-sync with Gmail and Google Calendar? Nailed it.
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Flex your #1 muscle: Organisation
The Flex xRM takes the taskwork out of CRM ticketing.

Our clean design ensures visibility for priority level support and tasks. Enjoy unlimited team spaces for organised customer management and stay updated on the latest actions or meetings taken with sales leads.

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GDPR…U compliant?
That’s General Data Protection Regulation. And we’re one of few companies who do it right.

We offer your online visitors cookie options, as required by greater GDPR policy. With our legally-checked and double-checked templates, you’ll be GDPR-compliant in the time it took you to read this sentence.

Making it even easier, our Cookie controller updates your site automatically! And whatever your country, we’ve got your language available.
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Sales tracking that builds brand
Transition seamlessly from Flex xRM lead management to building vibrant marketing campaigns for your CRM contacts with our SMS & Email Campaign builder!

Coming soon, our new Campaign builder allows you to grow brand awareness and trust with no limit on a campaign’s total leads or emails.

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What problem do you want to solve today?

ENGAGE WITH ONLINE VISITORS
Chatbot
Live chat
Social inbox
Ourly: Meeting scheduler
Communicate
HOW TO GET LEADS
Leadbar
Smart popups
Dynamic forms
Engagement bot
Conversational landing page
Convert
STOP LOSING LEADS
Flex xRM: CRM, ticketing, tasks
GDPR: Cookie controller
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