Fleksi

Fleksi

Fleksi.io
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About

Fleksi is a browser-based work management and invoicing platform for businesses and organizations. It brings customer records, proposals, work orders, schedules, time entries, expenses, receipts, materials and invoices into a shared workspace. Teams can assign and track jobs, attach locations, photos and documents, record and approve hours and costs, and carry billable work into invoices. The product also supports customer and supplier records, purchasing, reports, and CSV data exports. Its workflows are intended for field and project work such as construction, HVAC, electrical service, maintenance and cleaning, as well as office, consulting and IT project work. Fleksi can be used for customer operations and internal processes, with access through a web browser on desktop or phone. A free single-user workspace is available; adding collaborators starts a 30-day trial, and paid subscriptions require a separate agreement.

About

Complete CRM software for customer monitoring, invoicing, accounting and projects. Need to save time and automate? Karlia: a software, adapted to all your needs, powerful functionalities but very simple. All-in-one CRM software, invoices, automated accounting, time and projects. CRM - Gain visibility on your pipelines. Manage your prospect and customer business cycles. Create custom fields. Add views to the directory. Edit quotes and invoices in one click. Create quotes in your opportunities. Turn them into invoices. Purchase order, delivery note and stock. Simplify your expense and supplier management. Add expenses with your receipts. Create recurring purchases. Manage your outstanding suppliers. Automate your accounting. Connect your bank accounts. Do the automatic bank reconciliation. Easily export accounting entries. Connect with your customers. Communicate with your customers. Share business documents. Have your proofs validated.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies and organizations managing customer work, especially construction, maintenance, HVAC, cleaning and property services.

Audience

Companies looking for an all-in-one software for customer relationship management (CRM), sales, billing and project management

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$0
A single-user workspace is free with no time limit. Collaboration with other users is available through a 30-day trial. Paid access begins only after an authorized representative accepts an order specifying the price, taxes, billing period, included use, term and renewal conditions.
Free Version Supported
Free Trial Not Supported

Pricing

$17.70 per user, per month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Company Information

Fleksi.io
Finland
fleksi.io

Company Information

Karlia
Founded: 2019
France
karlia.fr

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Categories

Categories

Accounting Supported
CRM Supported
ERP Supported
Project Management Supported
Recurring Billing Supported
Task Management Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Supported
Dunning Management Not Supported
Hourly Billing Not Supported
Invoice History Not Supported
Mobile Payments Not Supported
Multi-Currency Not Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Not Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Not Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Not Supported
Tax Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Not Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Not Supported
Mobile Access Not Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Not Supported

ERP Features

Accounting Integration Not Supported
Accounting Management Not Supported
CRM Supported
Dashboard Not Supported
Distribution Management Not Supported
Enterprise Asset Management Not Supported
Financial Management Supported
HR Management Not Supported
Inventory Management Supported
Order Management Supported
Project Management Supported
Purchase Order Management Not Supported
Purchasing Not Supported
Reporting/Analytics Supported
Sales Management Not Supported
Supply Chain Management Not Supported
Warehouse Management Not Supported

Project Management Features

Agile Methodologies Not Supported
Budget Management Not Supported
Client Portal Not Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Not Supported
Customizable Templates Supported
Gantt Charts Not Supported
Idea Management Not Supported
Kanban Board Supported
Milestone Tracking Not Supported
Portfolio Management Not Supported
Resource Management Not Supported
Time & Expense Tracking Supported
Traditional Methodologies Not Supported

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Not Supported
Gantt Charts Not Supported
Mobile Access Not Supported
Percent-Complete Tracking Not Supported
Progress Tracking Not Supported
Recurring Tasks Not Supported
Reporting/Analytics Not Supported
Spreadsheet View Not Supported
Task Board View Supported
Task Planning Not Supported
Task Scheduling Not Supported
Task Tracking Not Supported
Time Tracking Supported
To-Do List View Supported

Integrations

Stripe Not Supported

Integrations

Stripe Supported
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