Centralized business settings and a full reporting suite — including a report builder for the questions your dashboards don't already answer.
Running the business behind the business means two things: getting the setup right once, and being able to answer whatever question comes up later. FlexiAres centralizes both — core business configuration in one place, and a reporting suite deep enough to cover CRM performance, invoicing, and sales incentives out of the box, with a custom report builder for everything else.
FlexiAres gives operators one place to configure core business settings and pull the reports they need — from pre-built CRM, invoicing, and sales incentive reports to a custom report builder when the library isn't enough.
Company details, types, departments, and agent records — foundational config in one settings area.
Leads, opportunities, invoicing, sales performance, and incentives — without building every report from scratch.
Sales performance dashboards, incentive reports, and incentive estimates for how operators actually work.
Billing history without exporting from the invoicing module manually.
Construct a custom report from your own criteria — no developer or data request required.
Company details, company types, departments, and agent records — the foundational configuration your whole platform runs on — live in one settings area, not scattered across modules.
Beyond the live dashboards, FlexiAres includes a dedicated reports library covering leads, opportunities, invoicing, and sales performance — the recurring reports operators pull without needing to build them from scratch every time.
Not every question fits a pre-built report. The Report Builder lets you construct a custom report from your own criteria, without needing a developer or waiting on a data request.
Yes. Company details, company types, departments, and agent records are managed centrally in the settings area.
Both. There's a library of pre-built reports covering leads, opportunities, sales performance, incentives, and invoicing — plus a report builder for anything not already covered.
Yes. Outside lead reports and outside lead response time are tracked separately from your standard CRM leads.
No. The report builder is designed for operators to construct their own custom reports without developer involvement.
Yes. Incentive reports and incentive estimates are available as part of the sales reporting suite.
Next step
See the operator dashboard in action