Stop the back-and-forth scheduling. Integrate all common calendars (Exchange, Outlook, Office365, iCloud, and Google Calendar) seamlessly with your profile, so everyone knows when you are free, and when you’re not.
Communicate in real time through video and audio with a high quality of image and sound. Our platform provides best-in-class live-video chat with HD-video and audio.
With the fully integrated digital signature you can easily sign legally binding contracts within minutes.
Flexperto is the gateway to the latest Omni-Channel capabilities. Agents can engage and collaborate with customers via the most popular channels, including Voice, Video, or Instant Messaging. In a compliant, GDPR conform way.
Always be one step ahead with adding new channels or constant API changes – Flexperto deals with the complexity of integrating and maintaining multiple channels.
No matter what channel your client writes: whether SMS or WhatsApp, all messages are routed to a single conversation.
You can always move the conversation to a secure web messenger and share sensitive information with customers.
Flexperto is the communication layer between your customers and your CRM. A full integration allows you to sync the complete customer dialogue: meetings, messages, contracts, files. No data silos, more compliance.
Easily record live calls and video sessions for meeting the most stringent compliance and regulatory requirements such as MiFID II.
The qualified electronic signature gives you the ability to verify the identity of your counterpart through a third party. This allows you to sign legally binding digital documents.
Flexperto keeps track of data usage. All important indicators are measured. Customer specific analyses offer a regular overview of the performance of the software users.
Some processes (e.g. credit agreements) need to have verification of a person in order to prove the identity of this person is legally certain. Flexperto offers this video legitimation additionally.
SaaS delivered. We customize the Communication Cloud design to fit with your brand.
Order processing, European servers, deletion routines. We know the requirements of European companies for data protection.
Agents can customize their public profile individually and complement it with a welcome text, product description or any additional information.
Create new contacts, search for names and email addresses. Customers’ information are saved automatically. Notes can be added and meetings can be scheduled from this section.
100% browser-based, no download needed, works in all major browsers.