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FlexSoft/ Products/ FlexCRM
Customer Relationship & Invoicing

Customers, Invoices & Payments. Under Control.

FlexCRM is a focused customer relationship and invoicing system built for service businesses. Manage customers, generate invoices, collect payments, track expenses, and see your full financial picture — from one clean dashboard.

4
Core Modules
30+
Features
10+
Reports
100%
Web-Based
FlexCRM Dashboard
Total Invoices
186
Outstanding
LKR 1.2M
Collected (MTD)
LKR 3.8M
Recent Invoices
Paid
Pending
Paid
Overdue
Collection Rate
78% collected

Customer Management Meets Financial Control

FlexCRM isn't just a CRM. It's a complete invoicing, payment, expense, and reporting system built for service-oriented businesses that need clarity over cash flow.

Customer Database

Complete customer profiles with contact details, payment history, outstanding balances, and statement generation.

Smart Invoicing

Create, renew, and manage invoices with built-in renewal reminders, cancellation workflows, and receipt editing.

Payment Tracking

Record customer payments, track outstanding balances, and generate detailed customer statements on demand.

Expense Management

Track operational expenses, manage purchases, and maintain supplier payment records — all connected to your finance view.

10+ Financial Reports

Sales reports, customer statements, expense summaries, supplier payments, income vs. expense, and full finance reports.

Project-Based Tracking

Organize invoices, expenses, and customers by project. Track profitability and cash flow at the project level.

4 Core Modules. Complete Business Clarity.

Every module is purpose-built for customer-centric businesses. Together, they give you full visibility over revenue, receivables, and expenses.

Master Files

Foundation data that powers every transaction in the system.

Foundation
Company Profile Bank Accounts Sales Items Expense Types Projects

Sales & Invoicing

Complete invoice lifecycle — creation, renewal, cancellation, and payment collection.

Revenue
Create Customer Invoice Creation Invoice Renewals Invoice Cancel Receipt Edit Customer Statement Creation Customer Payment

Expenses & Purchases

Track operational costs, manage suppliers, and record all outflows.

Expenses
Expense Tracking Purchases Create Supplier Supplier Payment

Reports & Analytics

10 purpose-built reports covering sales, expenses, payments, and financial summaries.

Insights
Running Customer Summary Datewise Invoices Summary Customer Statement View Statement Management Receipts Expenses Report Sales Report Supplier Payment Report Finance Report Income vs Expenses Summary

From Customer to Collected. One Flow.

Every transaction flows through FlexCRM's connected modules — no spreadsheets, no guesswork, no missed payments.

1

Setup Masters

Configure your Company profile, Bank Accounts, Sales Items, Expense Types, and Projects — the foundation for every transaction.

2

Invoice & Collect

Create Customers, generate Invoices, track Renewals, and record Customer Payments. View outstanding balances in real-time.

3

Track Expenses

Log Expenses, record Purchases, manage Suppliers, and process Supplier Payments — all linked to your financial picture.

4

Report & Decide

Generate Customer Statements, Sales Reports, Finance Reports, and Income vs Expenses summaries — and make decisions with real numbers.

Lightweight, Fast, Reliable

Built for speed and simplicity. No bloat, no complexity — just a fast, clean system your team will actually use.

PHP

Backend

PHP with MySQL — proven, fast, reliable

HTML

Frontend

Clean HTML5, Bootstrap, responsive design

SSL

Security

Encrypted access, secure data handling

Cloud

Hosting

Cloud-based, accessible from anywhere

Simple Enough to Start. Powerful Enough to Scale.

Built by FlexSoft Technologies — 22 years of software engineering, 300+ projects delivered across 4 countries.

01

Purpose-Built, Not Bloated

FlexCRM does invoicing, payments, expenses, and reporting exceptionally well — without the complexity of a full ERP.

02

Renewal-Driven Revenue

Built-in invoice renewal reminders and tracking ensure you never miss a recurring billing cycle or lose track of renewals.

03

Financial Visibility

10+ reports give you instant clarity on revenue, outstanding payments, expenses, and profitability — by customer, date, or project.

04

Fast Deployment

Lightweight architecture means faster setup, lower hosting costs, and a system your team can learn in hours — not weeks.

Built for Service-Based Businesses

IT & Software Services Consulting Firms Creative Agencies Legal Practices Maintenance Providers Training & Education Import & Distribution Freelancers & Small Teams

Ready to Take Control of Your Invoicing?

Get a personalized demo of FlexCRM. We'll show you how to streamline your customer management and cash flow.

See FlexCRM in Action

Book a personalized demo. We'll walk you through invoicing, payment collection, expense tracking, and reporting.

30-Minute Walkthrough

See every module in action with your use case

No Cost, No Obligation

100% free. Honest advice for your business.

Video or On-Site

Zoom, Google Meet, or in-person — your choice.

Book Your FlexCRM Demo

We'll confirm within 24 hours.

Free. No obligation. Response within 24 hours.