Online Consulting Software for the New Normal

Everything that your sales team did offline is now possible online with Flexperto: schedule customer appointments, meet via video chat, view documents together, sign contracts, or chat via WhatsApp.

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Manage your entire sales process in one place

flexperto online consulting software

Appointments

Build and share your personal scheduling link. Let customers schedule appointments based on your calendar availability.

Online-Meetings

Meet customers via video. Make conversations more engaging with features like Screen-Sharing, Whiteboard, Co-Browsing, or E-Signature.

Messenger

Chat with customers via Facebook Messenger, SMS and WhatsApp from one, unified inbox.

E-Signature

Collect legally-binding signatures with ease. Customers can sign via smartphone. Documents are stored in GDPR/DSGVO compliant infrastructure and hosted in Germany.

More about the Communication Cloud

Comfortable for your customers:

  • Video chat is 100% browser based. No download necessary
  • Intuitive to use
  • Messages via WhatsApp, SMS, Facebook & Co.

Comfortable for your employees

  • Complete customer communication in one place:
  • Appointments, video chat, messaging and e-signature
  • Self-explanatory user interface

Convenient for IT & management:

  • Easy integration into IT systems such as CRM
  • 100% data security and compliance
  • Options for your corporate branding
  • Experienced customer success team

TESTIMONIALS

What our customers say:

By using Flexperto, the sales partners of ALTE LEIPZIGER - HALLESCHE were able to significantly reduce costs. The result was savings of up to € 100 per consultation. We chose Flexperto mainly because the software digitizes the entire consulting process and not just individual parts. Compliance with the German data protection regulations was also an important argument for Flexperto.
Dirk Hergesell Head of Sales Development - Alte Leipziger Life Insurance
With Flexperto, we achieve one thing above all: maximum convenience for our customers. But the advantages of our agents are also obvious: they save an average of 60 minutes to get there per consultation and still offer personal support. The Flexperto team is an agile and reliable partner for us, with exceptional commitment and tailor-made support.
Michael Streich Head of Innovation Implementation, Helvetia Insurance Switzerland

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