Clear daily control
- See customer status, ongoing work, and open invoices in one view.
- Role-based views keep owners, coordinators, and workers aligned.
- Work data is captured once and reused through billing.
One place for customer work, invoicing, and payment follow-up
Fleksi.io is a product for small companies and public service teams that need clean operations and predictable financial control. CRM Lite and Catalog Lite keep customer or service-unit data and billing defaults ready from day one.
Proposal -> Invoice -> Payment follow-up
Fast path to invoice
- Create invoice lines from completed work and catalog defaults.
- Track draft, issued, and paid status without spreadsheets.
- Keep customer history attached to every invoice.
Built for real field work
- Office and field teams update the same workflow.
- Offline-capable mobile flow supports work in low coverage.
- Photos, notes, and files keep handovers clear.
How teams run Fleksi.io
- Set up customers, contacts, and catalog defaults.
- Run daily work and capture proof once.
- Issue invoices from confirmed work.
- Follow payment status and next actions.
For each role in a small company or public unit
Owners
- Monitor sales, delivery, and cash flow from one dashboard.
- See delays before they affect invoicing.
- Base decisions on current operational data.
Operations & Sales
- Manage customers, contacts, and promised work in one place.
- Move from request to completed work with clear status and cost-center clarity.
- Hand over to invoicing without retyping.
Field teams
- Open today's jobs with customer context ready.
- Capture progress, proof, and notes on site.
- Close the day with sync and clean handoff.