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What is abacusFlex?

AbacusFlex is an all-inclusive, secure, and expertly-managed IT platform that enables seamless operation of your technology as a service. Available through a subscription model with monthly payments, it offers quick and flexible deployment that complies with financial services regulations, allowing you to focus on your core business rather than the intricacies of technology management. Supported by a dedicated team of certified security professionals and disaster recovery experts, the Abacus cloud platform includes a thorough array of compliance tools that meet the needs of both regulators and investors. Our advanced continuous security protocols ensure that your IT infrastructure is continuously monitored and protected against potential cyber threats, giving you reassurance in a rapidly evolving digital environment. Furthermore, this robust framework empowers you to easily scale your operations in tandem with your business growth, ensuring that you remain agile and competitive in your industry. Whether you're a small startup or an established enterprise, AbacusFlex adapts to your needs, providing a reliable foundation for success.

What is Abacus CRM?

Abacus's CRM software offers users a consolidated platform to oversee all essential information related to customer relationships, ensuring that no important details are missed. This centralized approach is advantageous for both employees and clients, fostering a strong information ecosystem. By enhancing relationship management, the CRM cultivates trust among all parties involved. The data collected, encompassing addresses and customer specifics, can be effortlessly leveraged by other Abacus applications thanks to its compatibility with the Abacus ERP system. Such integration streamlines related processes, significantly minimizing the time and effort necessary for data handling. Additionally, the Abacus CRM database is designed to be customizable and accessible to all authorized personnel or departments. The CRM portal improves user experience with features like full-text search, customizable selection lists, and various filtering options, making it simple to find specific customer information. Access and input rights help maintain high data quality standards, while division-level access controls provide an additional security layer. This thorough approach to managing customer relationships not only empowers organizations to utilize their data effectively but also enhances the overall client experience. By leveraging these tools, businesses can achieve a more streamlined workflow and foster stronger connections with their customers.

Media

Media

Integrations Supported

CAQ.Net
GeoDB
Google Maps
Microsoft Outlook
Microsoft PowerPoint
PayNuts
Staffcloud

Integrations Supported

CAQ.Net
GeoDB
Google Maps
Microsoft Outlook
Microsoft PowerPoint
PayNuts
Staffcloud

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Abacus Group

Date Founded

1984

Company Location

United States

Company Website

www.abacusgroupllc.com/abacusflex

Company Facts

Organization Name

Abacus

Company Location

Switzerland

Company Website

www.abacus.ch/en/products/administration-sales/crm/overview

Categories and Features

Cloud PBX

Call Recording
Call Routing
IVR / Voice Recognition
Ring Groups
SIP Trunking
Virtual Extensions
Web Conferencing

IT Management

Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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