Application overview
A plain-language introduction to what Fleksi.io does and who it is for.
What Fleksi.io is
Fleksi.io is a workflow platform for small companies that need to track work, customers, projects, and billing without running multiple disconnected tools. It connects daily operations with sales and finance so tasks, time, and documents stay consistent.
Who it helps
- Owners who need visibility into work and cash flow.
- Operations teams who plan, dispatch, or track execution.
- Sales teams who manage customers, offers, and follow-ups.
- Field teams who report progress with photos, notes, and time.
How it works at a glance
- Data is captured once and reused across workflows.
- Modules hide or show parts of the product based on company needs.
- Web and mobile read the same configuration, so teams stay aligned.
Core concepts
- Records: the basic unit of data (task, customer, project, invoice).
- Workflows: the steps that move a record from planned to done.
- Modules: capability areas that can be enabled per company.
- Roles: who can see or do what.
- Documents: outputs like offers, invoices, and reports.
What you can do today
- Track tasks, routes, and shifts.
- Capture time and confirmations.
- Store customer and contact details.
- Produce invoices and basic reports.
What we are building toward
- Deeper CRM, inventory, and document automation.
- More vertical packs with ready-made workflows.
- Clearer analytics for operations and finance.