Comind.work
Flexmonster
Flexmonster logo

Sales-to-delivery coordination

Business intelligence software

About Flexmonster

Flexmonster is a leading provider of JavaScript pivot table and charts solutions for web reporting and business intelligence across diverse industries.

Since 2008, they have served hundreds of companies from multinational corporations to growing startups with enterprise-level front-end pivot table solutions.

Their team of 20-50 employees manages global sales, licensing, and customer success for a product used worldwide.

17 years
Global presence
Complex licensing workflows
Enterprise solutions
Headquarters: Global presence
Adopted Comind.work in 2013
Challenge illustration

The challenge

Deals tracked in separate places

Flexmonster sales staff managed inquiries, quotes, and license delivery using separate tools. Knowing where each deal stood - from initial contact through license delivery - meant checking multiple systems.

When a customer purchased, the handoff from sales to license generation to customer success was manual. Staff spent time coordinating between tools rather than helping customers.

Sales, licensing, support disconnected
License requests fell through cracks
License requests sometimes delayed
Manual follow-ups between teams

The solution

Connecting sales, licensing, and success tools

Rather than replacing their systems, we built connections between their sales platform, license management, and customer success tools. Each stayed in place while gaining shared visibility.

We mapped how deals flow from inquiry through quote to purchase to license delivery - then built tracking for each step. When a customer pays, the system routes the request to license generation and notifies customer success.

Deal pipeline tracking

Every inquiry tracked from first contact through quote, purchase, and delivery. Clear view of who owns each step.

License delivery coordination

When payment completes, license generation starts immediately. Customer success is notified to begin onboarding.

Customer success visibility

Support staff see each customer journey - purchase history, license status, and open requests in one place.

Business results

The results

Faster delivery, better follow-through

Sales staff now see where every deal stands without checking multiple systems. Quotes go out faster because the information needed is already connected.

License delivery happens reliably because the handoff is tracked. Customer success knows when to reach out because they can see completed purchases in real time.

The approach worked well enough that Flexmonster expanded it to support operations, documentation workflows, and partner coordination.

Key features that made the difference

Unified deal view

Sales staff see all active deals in one place - inquiry source, quote status, payment, and delivery progress without switching between tools.

Impact:

Sales cycle time reduced by 40% with faster quotes and clearer follow-up.

License delivery tracking

Each purchase tracked from payment through license generation to customer delivery. Clear ownership at every step.

Impact:

License delivery now happens within minutes of payment instead of manual delays.

Customer journey visibility

Support and success teams see each customer complete history - what they purchased, when, and any open requests.

Impact:

Customer success can proactively reach out to new customers at the right time.

"

Before, I would finish a sale and then manually notify three different people to get the license out. Now I close the deal and everything flows automatically. The customer gets their license faster and I can move to the next conversation.

"

— Tetiana Lebiga

Customer Service Manager, Flexmonster

"

I can see all our active deals and where each customer is in their journey. No more asking sales what happened with a particular account - the history is right there.

"

— Tetiana Hryshko

Head of Operations & Support, Flexmonster