FlexRM lets you create accounts at any time and associate team members, contacts, opportunities, projects, service requests, documents, notes, events and tasks with them. It also permits you to quickly create projects and add members to account teams so they can access and receive documents, alerts, messages and information.
The FlexRM Account Manager then provides account team members a 360-degree view of all information associated with any account, as well as summary corporate data, deal histories and activity logs—all in one handy place. In addition, it helps team members manage their activities and time by providing calendars of upcoming events, follow-up tasks, and open customer service requests.
