Every client within reach

The world’s first CRM integrated with your Fleet.

Try Fleexa Request a product demo

Explore the platform or request a product demo.

Client pipeline

Search and filter clients

Incoming leads

Mary Chan

Marketing consultation

$450UrgentEasy

9/10/20262d

WEB

Ben Hurston

Growth training

$1,500Priority

9/10/2026Today

Alex Johnson

PR consultation

$980VIP

9/11/2026Today

Decision making

Lisa Runner

PR consultation

$450Demo

9/10/2026No tasks

Oliver Howard

Social media revamp

$5,000VIP

9/12/2026Today

Contract discussion

WEB

Agnes Ruiz

Social media revamp

$5,000Upsell

9/10/2026No tasks

Eric Elliot

PR/Social bootcamp

$2,000Important

9/10/2026Today

Final decision

Aaron Mayers

Social media consult

$5,000Upsell

9/13/2026Today

WEB

Tod Brown

Marketing consultation

$900Urgent

9/13/20263d

See the whole picture

View your entire sales process on one screen. Follow each client’s progress, check task statuses, and understand the overall health of your pipeline at a glance.

Pipeline view

Incoming leads

Mary Chan

Marketing consultation

$450UrgentEasy

9/10/20262d

WEB

Ben Hurston

Growth training

$1,500Priority

9/10/2026Today

Decision making

Lisa Runner

PR consultation

$450Demo

9/10/2026No tasks

Oliver Howard

Social media revamp

$5,000VIP

9/12/2026Today

Contract discussion

WEB

Agnes Ruiz

Social media revamp

$5,000Upsell

9/10/2026No tasks

Eric Elliot

PR/Social bootcamp

$2,000Important

9/10/2026Today

Keep conversations in one place

Bring your communication channels together and manage client messages from a single inbox. Stay organized, reply faster, and keep every conversation connected to the right client.

Inbox view

Inbox180

Mary Kim

Can you call me?

John Harrison

I have a question

WEB

Melanie Greene

I sent the signed file

I would like to book a consultation next week.

Absolutely. I can share available times and collect the details here.

Perfect, send me the options.

Get the full context quickly

Open a client profile to see the complete history in one place — conversations, notes, tasks, activity, and updates from your team.

Client profile

Agnes Ruiz

Social media revamp

Notes

Tasks

Activity

WhatsApp conversation

Manager note

Task assigned

AI that helps you move faster

Use AI to answer common questions, provide quick responses, and help guide clients through the next steps, even outside regular working hours.

AI assistant

Client question

Can you confirm pricing and send the next available appointment?

Suggested reply

I can help. The estimate is ready, and these are the next available times for your team to review.

Ready to send96%

Stay connected after the first conversation

Keep leads and existing clients engaged with follow-ups and messaging campaigns directly from your workflow.

Messaging campaign

Active audience

248 clients

Day 1 welcome

Day 3 follow-up

Day 7 check-in

Make routine work automatic

Save time on repetitive tasks with automation for data entry, lead assignment, reminders, task creation, status changes, and other everyday processes.

Routine work

Create follow-up

Auto

Assign lead owner

Auto

Update status

Auto

Data entry, reminders, and status changes run in the background.

And there’s more

Tasks

Set reminders, assign work, and keep track of upcoming actions.

Team collaboration

Keep your team aligned with shared client information, notes, and activity history.

Analytics

Monitor performance with clear reports and customizable dashboards.

Web forms

Collect new inquiries and send them directly into your workflow.

Communication tools

Give clients an easy way to start a conversation with your team.

Integrations

Connect Fleexa with the tools your business already uses and keep information flowing between them.

One platform for your entire workflow

Bring clients, conversations, tasks, automation, and team activity together in Fleexa.

Explore the platform or request a product demo.

Try Fleexa Request a product demo

What is Fleexa?

World first Fleet and CRM in one place. Provides best marketing, sales, clients, revenue and business control.

Channels

Connect the communication channels your team uses and manage client interactions from one place.