Your co-pilot for efficient & customer-oriented sales & service

Flexperto offers a comprehensive communication solution for sales and service teams, combining advanced technology with human expertise. Deliver exceptional customer experiences, improve customer retention and increase your close rate and efficiency.

The European market leader for online consulting software

100% Compliant

Made and hosted in Germany. Certified with ISO 27001, IDW PS 951, IDW PS 880 und TOM Audits (DSGVO)​.

Industry Experts

1 million+ online consultations entirely without downloads and plugins (WebRTC)

Intelligent customer interactions

Supports online and offline consultations and adapts to customer preferences

Analysis & Feedbacktools

Advanced analysis and feedback tools for continuous process optimization

Personalised for your brand

Individually adaptable to your needs and whitelabelled to your corporate identity

Flexible integration options

With an intuitive interface and REST API for easy integration into third-party systems

Comfortable for your customers

  • 100% browser-based: Video chats can be started directly in the browser – no downloads or installations necessary
  • Simple and intuitive: A user-friendly interface that enables customers to contact you without any detour
  • Direct appointment booking: Using an individual profile link, your customers can easily make appointments whenever it suits them
  • Smooth interaction: Easy sharing of documents and screen content during the conversation for clear and effective communication

Comfortable for your employees

  • Centralized customer communication: All interaction channels – from appointment scheduling to postprocessing – bundled in one place
  • Single-source solution: Integrated video chat and e-signature functions for a smooth process from initial contact to contract conclusion
  • Intuitive user interface: A self-explanatory and user-friendly platform that is quick to learn and easy to use
  • Optimized time management: Automated planning and follow-up tools that allow your employees to focus on the most important thing – the customers

NEW: The consultation check

Turn feedback into sales opportunities

  • Detailed customer feedback: Receive precise feedback on advisory meetings – from prospects and customers
  • Improved consulting quality: Use direct feedback to continuously optimize the performance of your consultants
  • Insights for strategic decisions: Identify trends and areas for action based on detailed customer evaluations
  • Predict sales opportunities: Analyze untapped potential through in-depth insights into every customer interaction

AI-supported transcriptions for increased efficiency

  • Save valuable time through automation: Convert conversations into text and save valuable time with automatic transcription
  • Focus on the essentials: Thanks to intelligent summaries and clearly defined action steps, there is more room for your core competencies
  • Targeted analysis: Identify sales-relevant content and use it for strategic decisions
  • Customer-oriented reporting: Create reports that help you to better understand your customers’ needs and tailor your advice accordingly

Convenient for IT & management

  • Smooth system integration: Interfaces that ensure seamless integration into existing IT landscapes such as CRM systems
  • Data security and compliance: Ensuring the highest security standards and full compliance with data protection regulations
  • Individual branding: Customization options that allow the platform to be seamlessly integrated into your corporate design
  • Expert support: Access to our experienced Customer Success Team, who are always on hand to assist you

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

With Flexperto, we enable personal advice between the customer and their consultant, regardless of time and place. Wüstenrot is accessible to all customers and able to share its high level of advisory expertise in the digital world.
Stephan Müller

Head of Sales @ Wüstenrot Bausparkasse AG

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