One system for sales, delivery and getting paid
FlexGrew CRM & ERP joins the parts of a service business that usually live in separate tools — the pipeline in a spreadsheet, invoices in accounting software, projects in a task app, expenses in someone's inbox. One client record carries the lead, the quote, the project, the invoice and the payment.
crm.flexgrewerp.com
Best for
Agencies, consultancies and service firms
Covers
Leads, quotes, invoices, projects, expenses
Delivery
Cloud-hosted, or deployed on your own server
From first enquiry to final payment
Every module writes back to the same customer record, so a quote that turns into a project that turns into an invoice never needs the details typed twice.
Leads & sales pipeline
Capture enquiries, move them through stages you define, assign an owner and a follow-up date, and see at a glance which deals have gone quiet.
Customers & contacts
One record per client with multiple contacts, addresses, notes, files, and the full history of every quote, project and invoice attached to them.
Estimates & proposals
Build branded quotes from a line-item catalogue, send them for approval, and convert an accepted estimate into an invoice or a project without re-entering anything.
Invoicing & payments
One-off and recurring invoices, taxes, part payments, payment records and automated reminders — so chasing receivables stops depending on someone remembering.
Projects & tasks
Turn won work into a project with milestones, task lists, assignees and due dates, and keep delivery visible to the same people who sold it.
Expenses
Record costs against a client or project, attach the receipt, and mark them billable so they end up on the next invoice instead of being absorbed.
Team & activity
Staff accounts with role-based permissions, task ownership and an activity trail showing who changed what and when.
Reports & dashboards
Pipeline value, conversion, invoiced versus collected, outstanding receivables and project status — the numbers a weekly review actually needs.
What you get out of the box
Who runs their business on FlexGrew CRM & ERP
Agencies & studios
Retainers, project delivery and monthly invoicing without three subscriptions that do not talk to each other.
Consultancies
A proposal pipeline, engagement tracking and billing tied to one client record.
Service & maintenance firms
Enquiries, quotes, scheduled jobs and follow-up invoicing across a field team.
Traders & distributors
Quotation-heavy sales cycles where the same customer buys again and history matters.
How you get started
A rollout you can run alongside the way you work today.
Import your customers
Bring existing clients and contacts across from your spreadsheet or current CRM.
Set up your pipeline
Define the stages your sales actually move through, plus your quote template, tax rules and invoice numbering.
Bring the team in
Create staff accounts with the right permissions and hand each open deal an owner.
Work the record
Quote from the lead, deliver from the project, invoice from the estimate — and read the pipeline and receivables from one dashboard.
Pricing & licensing
FlexGrew CRM & ERP is licensed per organisation rather than per seat, so adding a salesperson does not raise your bill. Because we build and host it ourselves, we can also fork it for you — extra modules, integrations with your accounting or logistics systems, or a white-labelled build under your own brand. Tell us how you work and we will quote it.
Need it built your way instead?
FlexGrew CRM & ERP is a starting point. When the fit is not close enough, the same team builds the system from scratch.
Browse the full range of software development services or see the rest of our software products.
FlexGrew CRM & ERP — Frequently Asked Questions
Is FlexGrew CRM & ERP a CRM or an ERP?
Both, deliberately. The CRM side covers leads, customers, quotes and follow-ups; the ERP side covers invoicing, projects, expenses and reporting. Most growing service businesses need the two halves joined more than they need either one in depth, which is exactly the gap this product fills.
Can we migrate our existing customer and invoice data?
Yes. We import customers, contacts and open invoices from spreadsheets or an existing CRM, validate the result in a staging environment, and let you sign it off before going live. Historic invoice numbering can be preserved so your accounts stay continuous.
Does it integrate with our accounting software?
Integrations are built per client rather than shipped as a fixed list. We have connected systems like this to accounting packages, payment gateways, e-commerce storefronts and WhatsApp or email notification services. Tell us which tools you use and we will scope the bridge.
How many users can we add?
As many as you need — licensing is per organisation, not per seat, so team growth is not a pricing event. Permissions keep each role scoped to the records it should see.
Can we run it on our own server?
Yes. FlexGrew CRM & ERP runs on our managed cloud by default, and we deploy the same application on client-owned infrastructure where a data-residency or IT policy requires it.
What if we need a module you do not have?
We build it. FlexGrew develops the product, so a new module is a scoped development project with a quote and a delivery date — not a vote on a public roadmap.
Put your whole client lifecycle in one place
Book a walkthrough and we will load a couple of your real deals into a demo account, so you can see your own pipeline, quote and invoice flow rather than sample data.