Site visit: plant room
- They prefer 1.5 kW booster pumps, two duty and two standby.
- Consultant approval needed before the order.
- Share pump datasheets
- Send the revised quote by Thursday
1flux is a team collaboration ERP: calendar, notes, a company document library and notifications sit next to your customers, orders and stock, not in another app.
1flux keeps your team's coordination on the records it's about. A shared calendar merges meetings, reminders and tasks due. Notes with comments and emoji reactions sit on companies, contacts, projects and deals. Knowledge keeps company documents, such as the trade licence, with validity dates and role-based download. An in-app inbox, plus email for key events, tells each person what needs them.
In most growing B2B companies, the records live in one system and the coordination lives everywhere else.
“My visit notes are in my phone, and the next step is in a WhatsApp group.”
“The follow-up I promised in Monday's meeting was forgotten by Thursday.”
“Someone asks for the latest trade licence in the group chat every time a tender needs it.”
“Approvals and updates arrive by email, separate from the record they're about.”
In a team collaboration ERP, the conversation is attached to the record. In 1flux, the note is on the company, the follow-up is on the calendar, the approval is on the quotation and the trade licence is on the legal entity. The same permissions apply, and nobody copies anything between apps.
| You’d usually use | In 1flux |
|---|---|
| A personal calendar and memory | A shared calendar with meetings, reminders and tasks due |
| Notes apps and WhatsApp threads | Notes with comments and reactions on companies, contacts, projects and deals |
| A shared drive or a group chat | Knowledge, a library of company documents per legal entity |
| Email chains for approvals | An approvals inbox and in-app notifications, with email for key events |
| Reminders in someone’s head | Follow-up tasks created from daily sales reports, with due reminders |
The 1flux calendar shows everything with a date in one view.
1flux notes are rich text: headings, bulleted and numbered lists, checklists, highlights, links and quotes. Each note links to the records it’s about:
Colleagues reply with comments and emoji reactions, so a manager can respond to a visit note without a separate message. Notes follow the same visibility as the records they’re attached to.
Knowledge is a library of company documents organised by legal entity: trade licences, tax certificates, policies and similar files.
When the sales team needs the current trade licence for a tender, they find it in Knowledge and can see whether it’s still valid. See how entities work on the multi-entity page.
1flux tells people what needs them, in the app first.
The commitments made in customer meetings shouldn’t depend on memory. In 1flux:
Collaboration sits on the same records as sales, tasks and approvals, so the follow-up and the conversation travel with the work.
Everyone whose work depends on a follow-up, a document or a decision from someone else.
Who meet customers all day and need their notes and follow-ups in one place.
Who want to respond to visit notes and see follow-ups without chasing.
Who keep company documents current and answer "where's the latest…?" questions.
Yes. Meetings push to Google Calendar. Connect your Google account, and the meetings you create in 1flux are created, updated and deleted on your primary Google calendar. Each meeting shows whether it has reached Google. On the 1flux calendar itself, those meetings sit alongside your reminders and tasks due, including follow-ups from daily sales reports.
Yes. Task assignees get due-soon and overdue reminders in the app and by email, and followers are notified in the app. Follow-ups from daily sales reports become tasks, so they get the same due reminders as any other task and appear on the calendar on their due date, beside meetings and reminders.
Yes. 1flux notes support comments and emoji reactions, so a manager can respond to a visit note on the record itself, without a separate message. To bring someone in on a piece of work, assign them a task or add them as a follower with Notify also: followers are notified in the app when the task changes.
Yes. Each document in 1flux Knowledge has a Who can download it setting: all members, or selected roles only. Documents are organised by legal entity, carry valid-from and valid-until dates, and open in an in-app viewer for PDFs. Downloads use signed links that expire after 5 minutes.
1flux Knowledge keeps company documents, such as trade licences, tax certificates and policies, organised by legal entity. Each document carries Valid from and Valid until dates, so staff can see at once whether the copy they've found is still current. Members search by name and filter by entity, and PDFs open in an in-app viewer.
1flux emails people for 19 key events: invitations and password resets; a deal created, won or lost; a project created; a task assigned, due soon, overdue or commented on; quotation approvals and requests; and workflow approval requests and decisions. The in-app inbox updates in real time, and a workspace switch turns all outgoing email off.
Typed tasks with their own stages, linked to deals, projects and quotations.
One structured report a day per salesperson, locked on post.
Stage rules, approvals by amount and one approvals inbox, configured without code.
Several legal entities in one workspace, each with its own registrations, currency and books.
One system first, then Google sign-in and calendar, email, WhatsApp sharing and CSV or Excel where they count.
Book a demo
See the calendar, notes, Knowledge and notifications working on a workspace set up like yours.
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