Specialist experience · Custom Software / CRM / Automation / AI Integration
flexiCRM — Custom CRM & AI-Ready Sales Operations Platform
A custom CRM and sales operations platform demonstrating pipeline management, relationship records, activity planning, reporting and an MCP connection layer for compatible AI assistants.
Built by Flexi IT. Featured by Studio SJ with permission as specialist capability evidence. Studio SJ did not design, build or deliver flexiCRM. All screenshots are from the Flexi IT demo environment and show sample data.
Swipe to explore screenshot
Project overview
A custom CRM and sales operations platform.
flexiCRM is a purpose-built CRM covering the operational side of a sales function: a dashboard of items needing attention, deals and pipeline stages, contacts and organizations, follow-ups and activity planning, and analytics and reporting across pipeline health and owner workload.
The platform also includes an MCP connection layer intended to allow compatible AI assistants to interact with CRM data. Every figure shown in the screenshots comes from a demo environment with sample data and does not represent client performance.
Sales pipeline
Structured deal and pipeline management.
This implementation demonstrates deals moving through defined stages — Lead, Call, Estimation, Test Period, Agreement and Agreement Sent — with filtering by owner, stage, source and label. The stages shown are specific to this implementation rather than a fixed or required model.
Swipe to explore screenshot
CRM operations
Operational visibility on one dashboard.
The dashboard surfaces what needs attention: overdue tasks, deals needing follow-up and estimation requests, each with the related record and owner.
Relationship management
Organizations connected to contacts and deals.
Organization records hold website and profile details and show how many contacts and deals are connected to each account. The organizations shown are sample records in the demo environment.
Swipe to explore screenshot
Follow-ups & activities
Follow-up creation, filtering and workload planning.
Follow-ups can be created against a deal with a type, due date and quick note, then filtered by owner, label, date range and activity volume. The activity planner organises work into overdue, today, upcoming and no due date, giving a clear view of workload.
Swipe to explore screenshot
Swipe to explore screenshot
Analytics & reporting
Pipeline health, estimation speed and owner workload.
Reporting covers estimation speed, overdue deals, deals missing a next activity, pipeline health by stage and owner workload. The analytics screen shown at the top of this page reports new, won, lost and open deals with win rate. All values are sample data from the demo environment and are not Flexi IT or Studio SJ client results.
Swipe to explore screenshot
AI / MCP integration
An MCP connection layer for compatible AI assistants.
The platform demonstrates MCP connectivity: personal access tokens with a configurable expiry and access level (including read-only), plus connection support for compatible AI tools such as Claude. This functionality was built by Flexi IT. No credentials, tokens, endpoints, connection commands or access details are published here. A publication-safe screenshot can be added only after Flexi IT supplies or approves one.
Technical implementation
Flexi IT capability evidence.
Technologies used: Laravel 12, PHP 8.2, MySQL, Blade, Tailwind CSS, Vite, Chart.js, Laravel Passport, Laravel Sanctum, Laravel MCP and Playwright for end-to-end testing.
Vladyslav Manin of Flexi IT states that his role covered end-to-end design and development: architecture, database design, backend, UI, REST API, MCP connectors, testing and deployment. This is presented as Flexi IT capability evidence, not Studio SJ delivery work.
Studio SJ context
Specialist capability available through our wider network.
Studio SJ works with specialist capability across custom software, CRM, integrations and automation. flexiCRM was built by Flexi IT and was not delivered by Studio SJ. It is presented with permission as an example of specialist delivery capability available within our wider network. Studio SJ's role in an engagement is one point of contact, managed scope and communication, specialist coordination, QA and delivery management — see how it works.
Project credit
flexiCRM was designed and built by Flexi IT. This project is featured by Studio SJ with permission as specialist capability evidence.