One customer database for every account, contact and sales team
1flux CRM is customer database software for B2B sellers: companies with sales teams, credit terms and structured addresses, and contacts that keep their employment history.
In short
1flux CRM keeps every customer as a company record with its contacts, sales team, credit terms and addresses. Tagging a salesperson on a company gives them access to its deals and quotations, with no separate sharing step. Credit days and their basis flow into quotations, sales orders and invoice due dates. Imports and bulk edits of up to 5,000 rows are validated before anything saves.
Companies
| Company name | Credit days |
|---|---|
| Harbourline Contracting LLC | 60 |
| مؤسسة الأفق الحديث للمقاولات | 60 |
| Crescent Facility Management | 30 |
| شركة الواحة للتكييف | 90 |
| Dunebridge MEP Services | 45 |
| Palmgate Interiors LLC | 30 |
Why do customer lists drift apart?
In many trading companies, the customer list lives in an Excel file, the accounting package and each salesman's phone. None of them agree, and none of them say who owns the account.
“The account shows a customer ID. Which salesman actually owns it?”
“Two reps cover this customer, mechanical and electrical. Our system only allows one.”
“Payment terms are typed as free text, so nobody can calculate a due date.”
“The Saudi national address is crammed into address line 1.”
What makes 1flux different from other customer database software?
In 1flux, the customer database is the front of an ERP. Each company record decides who can see the account and drives the documents that follow it.
| Question your team asks | How 1flux answers it |
|---|---|
| Who owns this account? | A named primary salesperson, plus a sales team of up to 20 salespeople in all |
| Who can see it? | The sales team, the managers above them and anyone added on the Access tab |
| When is the invoice due? | Credit days counted from the invoice, delivery or statement date |
| Where do we deliver in Saudi Arabia? | A validated Saudi National Address with Arabic twin fields |
| Where does this buyer work now? | A contact’s company history, with effective dates |
What does a company record hold?
1flux gives each customer one company record, numbered automatically from CUST-000001, with the whole account in tabs.
- Tabs: Overview, Activity, Notes, Contacts, Deals, Projects, Addresses, Hierarchy and Access.
- KPI tiles: Open deals, Pipeline value, Last activity and Credit limit.
- Parent and subsidiary companies through a Parent company field and the Hierarchy tab.
- Activity tab: an audit trail of changes to the record.
- One company per website: only one active company can use a website domain, so duplicates don’t slip in.
مؤسسة الأفق الحديث للمقاولات
CUST-000014 · Riyadh
Open deals
3
Pipeline value
SAR 466,000
Last activity
2 days ago
Credit limit
SAR 250,000
| Fire pump set | SAR 236,000 |
| Sprinkler pipework, Phase 1 | SAR 158,000 |
| Gate valves | SAR 72,000 |
- Salesperson
- FAFahad Al Otaibi
- Salespeople
- FAKSTM
- Credit days
- 60
- Credit days basis
- Delivery date
- Credit limit
- SAR 250,000
- Currency
- SAR
- Parent company
- —
How do saved views and the register work?
The 1flux companies register is a paged table, 100 rows per page, with click-to-edit cells wherever you may edit that field. The contacts register works the same way, with its own saved views, filters, inline editing and export.
Filters
Search, status, salesperson (Mine, My team or a named person) and a credit-days range.
Saved views
Each person saves named views of filters, columns and sort, up to 11 per register, and can set one as their default.
Export
Export to CSV or Excel, up to 10,000 rows, with Arabic names intact.
How do you give an account more than one salesperson?
Each 1flux company has one primary salesperson and a sales team, up to 20 salespeople in all. Tagging someone on the team gives them access to the company and its deals and quotations. Nobody has to ask IT to share the account.
- Mine and My team filters show each rep their accounts and each manager their team’s.
- The Access tab adds people outside sales, such as finance or operations, with read access only.
- Managers see their reports’ accounts through the reporting line.
مؤسسة الأفق الحديث للمقاولات
CUST-000014 · Riyadh
Can salespeople link records without browsing the customer list?
Yes. 1flux separates two permissions. Turn the first off for a field sales role and the Companies tab disappears. Those salespeople still find their assigned companies in the pickers when they create a deal, project or quotation. On projects, the server also rejects any company they aren’t assigned to.
Off for field sales roles
Open Companies module
“Show the Companies tab and browse company records. Turn this off for sales roles that should only pick assigned companies from dropdowns.”
On for field sales roles
Find companies to link records to
Links projects, deals and quotations to companies without opening the Companies module. Pickers show only the companies a person owns, sits on the sales team of, or is assigned to.
How do credit days and credit limits work?
1flux stores credit days as a number from 0 to 365, with a basis that says when the clock starts. The basis turns “30 days” into a real due date.
| Basis | How the due date is counted | Due date |
|---|---|---|
| Invoice date | 10 March + 30 days | 9 April |
| Delivery date | 14 March + 30 days | 13 April |
| Statement (month-end) date | 31 March + 30 days | 30 April |
- Where credit days flow: into the quotation’s payment terms, the sales order and the invoice due date.
- Maximum credit days: a cap per customer, enforced on sales orders. Only people with Override customer credit days can exceed it.
- Credit limit: stored and shown on the company record and the customer statement.
Does 1flux support the Saudi National Address?
Yes. 1flux stores the Saudi National Address in structured fields with Arabic twins and format checks, instead of squeezing it into one line.
- Fields: Short address, Building no., Street, Secondary no., District, Unit no., Postal code and City, with Arabic twins for street, district and city.
- Validation: 4-digit building and secondary numbers, a 5-digit postal code and a short address of 4 letters plus 4 digits, such as
REMA6598. - Paste national address: paste the address line and 1flux fills in the numbers, district and short address.
- Address types: billing, shipping, site and other, with a default.
- On documents: quotations print the buyer’s national address and your legal entity’s own.
More on selling in the Kingdom: ERP for Saudi Arabia.
مؤسسة الأفق الحديث للمقاولات
CUST-000014 · Riyadh
- Short address
- DEMO4521
- Building no.
- 4521
- Street
- King Fahd Roadطريق الملك فهد
- Secondary no.
- 8264
- District
- Al Olayaالعليا
- Postal code
- 12244
- City
- Riyadhالرياض
What happens when a contact changes companies?
1flux keeps a contact’s company history. When a buyer moves to another firm, you change their company with an effective date and an optional new job title. The previous employer and role stay on record.
- End a role, rejoin a past employer or add an earlier company with a known end date.
- Each contact has addresses, notes, Call and Email buttons, and a LinkedIn link when one is saved.
Omar Haddad
Project manager · Harbourline Contracting LLC
- Harbourline Contracting LLCProject manager
- Dunebridge MEP ServicesProcurement engineer
How do you bring your customer list in from Excel?
The 1flux import workbench takes CSV, Excel (.xlsx), a pasted table or an empty grid. You map your columns and 1flux validates every row on the server. Only then do you commit.
- Limits: 5,000 rows and 10 MB per file.
- Excel template with live dropdowns for status, salesperson and currency, plus national address columns.
- Company duplicates, matched by website domain: Skip matching domains, Treat matches as errors or Update matching companies.
- Partial success: valid rows commit and failed rows download as an error file. Retrying never creates duplicates.
- Bulk edit opens up to 5,000 companies in a spreadsheet, and you review every change before it applies.
- Add data (CSV or Excel).
- Map columns.
- Validate (Every row checked): 1 row needs a fix.
- Result (With an error file).
How do you set up your customer database?
Five steps from an Excel list to accounts your team can work.
Import
Companies and contacts from the Excel template. Fix any flagged rows.
Tag sales teams
A primary salesperson and the rest of the team on each account.
Set credit terms
Credit days, basis and a maximum where you need one.
Limit browsing
Field roles link their own work without seeing the full list.
Save views
The filters and columns each person uses daily.
Connected to the rest of 1flux
Every document that follows reads from the company record, so terms and addresses arrive already filled in.
- CompaniesPickers → deals, projects
- Deal pipelineTerms → quotation
- QuotationsDue date ← credit basis
- Sales orders
- Deals, projects and quotations link to the company through pickers limited to each person’s accounts. See the deal pipeline and projects.
- Quotations and sales orders take the company’s credit days and address, and invoices take their due date from its credit basis.
- The customer statement in 1flux Accounting shows the balance, overdue amounts and the credit limit.
- Suppliers: “Copy from CRM” creates a supplier from an existing company.
All of this is part of 1flux CRM.
Who looks after the customer database?
Sales operations and admins
Own the customer master and decide who sees what.
Sales heads
Split accounts across reps and see the team's customers.
Field salespeople
Their accounts and contacts in one place.
Finance and credit control
Terms that produce due dates, not notes.
Can more than one salesperson own a customer account in 1flux?
Yes. Each 1flux company has one primary salesperson plus a sales team, up to 20 salespeople in all. Everyone tagged on the team gets access to the company and its deals and quotations, with no separate sharing step. This suits accounts covered by both a mechanical and an electrical rep, or a senior and a junior salesperson.
How do I import customers from Excel into 1flux?
1flux imports companies and contacts through one workbench: CSV, Excel (.xlsx), a pasted table or an empty grid, up to 5,000 rows and 10 MB per file. You map your columns, 1flux validates every row on the server, and only then do you commit. The Excel template has live dropdowns, and company duplicates are matched by website domain, so you choose whether to skip, flag or update them.
How do credit days work in 1flux?
1flux stores credit days from 0 to 365 on each company, with a basis that sets when the clock starts: the invoice date, the delivery date or the statement (month-end) date. On an invoice dated 10 March, 30 days from the invoice date falls due on 9 April, and 30 days from the statement date on 30 April. Credit days flow into quotations, sales orders and invoice due dates.
Can 1flux store a Saudi National Address with Arabic fields?
Yes. 1flux stores the Saudi National Address in structured fields: short address, building number, street, secondary number, district, unit, postal code and city, with Arabic twins for street, district and city. It checks 4-digit building and secondary numbers, a 5-digit postal code and a short address such as REMA6598, and quotations print the buyer's national address.
Can field salespeople work their accounts without seeing the full customer list?
Yes. 1flux separates opening the Companies module from finding companies to link records to. Turn the first off for a field sales role and the Companies tab disappears, while pickers still show the companies each salesperson owns, sits on the sales team of, or is assigned to. They create deals, projects and quotations against those accounts as usual.
What happens when a contact moves to another company?
1flux keeps the contact's company history. You change their company with an effective date and an optional new job title, and the previous employer and role stay on record. You can also end a role, rejoin a past employer or add an earlier company with a known end date, so the relationship history follows the person from firm to firm.
1flux CRM
Companies, deals, projects, daily sales reports and collections, on one customer record.
Deal pipeline
A monthly deal board with stage rules, approvals and lost reasons.
Projects
Every site, building or tender you sell into, by scope and city.
Data import and migration
Import companies, contacts, items, opening stock and an opening trial balance, validated before anything is saved.
Roles, permissions and audit
Custom roles, record visibility along reporting lines, entity access and row-level security.
ERP for Saudi Arabia
A Saudi company set up properly: 15% VAT, CR, national address, Arabic quotations and ZATCA e-invoicing.
Book a demo
Put every account, contact and sales team in one place
See how 1flux turns your customer list into records that drive quotations, orders and due dates.
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