A deal pipeline that runs on your rules
1flux CRM is sales pipeline management software for B2B teams: a monthly deal board, stage rules that check every move and quotation requests raised from the deal.
In short
1flux CRM puts every open deal on a kanban board that opens on the current month. Salespeople move deals by mouse, touch or keyboard, and each move runs the stage rules you set: required fields, approvals, reasons and automations. Won and lost deals have their own registers, with the lost reason on record. From any deal, a salesperson can request a quotation and follow it until it's quoted.
Deals
BoardListOpen deals
25
Won
10
Lost
6
Projected revenue
AED 2,846,000
Why does a spreadsheet pipeline stall?
A pipeline in a spreadsheet is only as current as the last person who opened it, so the weekly review becomes a round of questions.
“Deals get marked won with nothing behind them.”
“When we lose a deal, nobody records why.”
“Quotation requests come in on WhatsApp and get lost.”
“I can't tell how long a deal has been stuck in one stage.”
How does 1flux work as sales pipeline management software?
1flux shows the sales pipeline as a board with one column per deal stage, in the stage’s colour. It opens on the current calendar month: open deals always show, and won and lost deals show if they reached that stage in the range you pick.
- Column headers: the deal count and total value in your core currency, plus “+ Add deal to {stage}”.
- Cards: deal name, company and linked projects, salesperson, value, deal age and time in stage, workflow badges (service level, pending approval, checklist) and “N new” when something changed.
- Tiles: Open deals, Won, Lost and Projected revenue, the total value of open deals.
- Filters: stage, outcome (Open, Won, Lost), date range and salesperson (Everyone, Mine, My team or a person). Only managers and admins see the salesperson filter, so a rep never gets a directory of peers.
- Sort: newest or oldest first, value high to low or low to high, or name A to Z.
- List view: switch from Board to List and move several deals at once with Move to stage.
Deals
BoardListOpen deals
25
Won
10
Lost
6
Projected revenue
AED 2,846,000
| Deal | Stage | Value | |
|---|---|---|---|
| Booster pumps | Lead | AED 48,000 | |
| Cable trays, levels 4–9Corniche Clinic MEP package | Lead | AED 72,500 | |
| Chilled water pumpsMarina Heights Tower B fit-out | Qualified | AED 186,000 | |
| Fire pump setRiyadh Logistics Park Phase 1 | Qualified | AED 241,000 | |
| Villa plumbing packageAl Nakheel District Villas Phase 2 | Proposal | AED 318,000 | |
| Gate valves and strainers | Proposal | AED 94,000 |
Can you move deals with the keyboard?
Yes. The 1flux deal board supports drag and drop by mouse, by touch (press and hold) and from the keyboard, with screen-reader announcements.
- Press Space to pick up the focused deal.
- Use the arrow keys to move it to another stage.
- Press Space to drop it, or Escape to cancel.
- Press Enter to open the deal.
- SpacePick up the focused deal
- ←or→Move it to another stage
- SpaceorEscDrop it, or cancel
- EnterOpen the deal
What happens when a deal changes stage?
Every move on the 1flux board runs your workflow rules. If a rule isn't met, the card rolls back and a dialog lists what's missing. If the stage needs approval, the move becomes an approval request instead.
View as text
- Imran Raza drags the deal "Chilled water pumps" from Qualified towards Proposal.
- The board rolls the card back and opens "This stage change needs attention". The Proposal stage has two requirements to complete: a deal value and the checklist item "Site survey done".
- Imran adds the deal value, AED 186,000, and marks the checklist item done.
- The deal moves to Proposal, and the column counts and totals update. Every move on the board runs the same stage rules.
When a move is blocked, the “This stage change needs attention” dialog asks for the reason, the open checklist items or the missing fields. Admins set the rules per stage under Settings → Workflows, without code:
- Assignment when a deal enters the stage: Leave unchanged, Acting user, Fixed member, Round robin or Role round robin.
- Service level: hours allowed in the stage, with “3h left” and overdue badges, so you see at a glance which deals are running late.
- Entry criteria: required fields and checklist items.
- Approval: any, all or a quorum of chosen approvers, in an approval workflow that can send the deal back to an earlier stage on rejection.
- Transition rules: block specific moves, require a reason or make stages forward-only. Marking a deal lost always needs a reason.
- Automations on entering or leaving a stage: send a notification, create a linked task or update a field.
Approvers decide in the Approvals inbox or inline on the deal. Read more about workflows and approvals
How are won and lost deals recorded?
1flux keeps two registers next to the board: Won deals and Lost deals. Each covers your full history, not just the board’s month, with Count and Value tiles and filters for salesperson and won or lost date.
- Lost reason: always required when a deal moves to a lost stage. The salesperson writes it in their own words, and it shows on the deal, on the Lost deals page and in the deal-lost email.
- Board window: choose how long won and lost deals stay on the board: always, 7 to 180 days or 1 year (the default is 30 days).
- Win celebration: confetti when a deal is won, which you can turn off.
Lost deals
Count
6
Value
AED 401,700
| Deal | Stage | Value |
|---|---|---|
| Booster pump setCrescent Facility Management | LostCustomer chose a cheaper local brand | AED 54,000 |
| Sprinkler pipework, Phase 2مؤسسة الأفق الحديث للمقاولات | LostProject postponed to next year | AED 128,500 |
| Cable trays, car parkDunebridge MEP Services | LostDelivery date too late for the site | AED 36,200 |
| Fan coil unitsPalmgate Interiors LLC | LostLost on price to the incumbent | AED 91,000 |
What's on a deal record?
The 1flux deal record shows where the deal stands, how it got there and what’s attached to it.
- Tiles: In stage, Deal age, Tasks and Projects.
- Overview tab: “Workflow health”, with the stage service level, a stage checklist to tick and any pending approval.
- History tab: every stage and owner change, with the time spent in each stage, the reason and Sent back, Rejected or Override badges.
- Notes and Tasks tabs, plus a tab per task type you choose to show on deals.
- Projects tab: Link project, New project or Unlink. A deal can link to several projects.
- Quotations tab: New quotation and Request quotation.
HVAC ducting, Tower B
Harbourline Contracting LLC · Negotiation
In stage
8 days
Deal age
41 days
- Proposal → Negotiation
- Negotiation → ProposalSent back“Revise the pump selection before pricing”
- Qualified → Negotiation
- Lead → Qualified
How does a salesperson request a quotation from a deal?
From the deal's Quotations tab, Request quotation asks a colleague to prepare the quote. The request takes a title, up to 200 lines (catalogue items or free text), currency, a required-by date, priority, notes and attachments.
- Requested (From the deal).
- Approved (Optional manager step).
- Assigned (Nour Khalil).
- In preparation (Draft quotation).
- Quoted (Moves when sent).
| Stage | What it means |
|---|---|
| Requested | The salesperson has asked for a quote |
| Approved | A manager has approved it (optional step) |
| Assigned | Someone has been chosen to prepare it |
| In preparation | A draft quotation is being built |
| Quoted | The quotation has been sent to the customer |
| Rejected | The manager declined it, with a reason |
Requests are numbered with a QREQ reference and queue under Quotations → To do. Create quote opens a draft with the company, deal and lines already filled in, owned by the requesting salesperson. When it’s sent, the request moves to Quoted on its own. See quotations.
Who gets notified?
1flux tells the right people when a deal is created, won, lost or reassigned, without anyone sending a message.
| Event | Who hears about it | How |
|---|---|---|
| Deal created | The owner’s manager and admins | In-app and email |
| Deal won or lost | The owner’s manager and admins | In-app and email, with the reason |
| Stage changed | The owner and admins | In-app |
| Deal assigned | The new owner | In-app |
| Note or comment on a deal | The owner | In-app; comments also by email |
How do you set up the pipeline?
Stages first, then the rules, then the deals.
Set your stages
Under Deal settings: name, colour, outcome (Open, Won or Lost) and order. Defaults: Lead, In Progress, Won, Lost.
Add stage rules
Under Settings → Workflows: owners, time limits, required fields, approvals and automations.
Create deals
On the board, linked to a company and, where it fits, a project.
Move deals
Across the board. The rules check every move.
Request or build the quotation
From the deal's Quotations tab.
Close the deal
As won or lost, with a reason when it's lost.
Connected to the rest of 1flux
The deal pipeline is part of 1flux CRM, and every deal stays linked to the work around it.
- ProjectsProject ↔ deals
- Deal pipelineDeal → quotation
- QuotationsStage history → reports
- CRM reports
- Projects: many-to-many links, with project names on board cards.
- Quotations: requested or created from the deal, pre-filled with its company.
- Tasks: automations create linked tasks, and task types can appear as tabs on the deal. See tasks.
- Reports: stage history feeds the sales cycle and stale-deal measures.
The deal pipeline is part of 1flux CRM.
Who uses the deal pipeline?
Sales heads
Every move follows the same rules, and every loss has a reason.
Salespeople
Their own month on one board, and a quick way to ask for a quote.
Sales operations
Stages, approvals and round-robin assignment, set without code.
Can a deal need approval before it moves to the next stage?
Yes. In 1flux, any deal stage can need approval from any, all or a quorum of chosen approvers. Moving a deal into that stage creates an approval request instead of moving it. Approvers decide in the Approvals inbox or on the deal itself, and a rejection can keep the deal where it is or send it back to an earlier stage.
How does 1flux record why a deal was lost?
1flux always asks for a reason when a deal moves to a lost stage, and the move can't finish without one. The salesperson writes the reason in their own words, and it appears on the deal record, on the Lost deals page and in the deal-lost email to the owner's manager, so the weekly review can see why each deal was lost.
Can each salesperson see only their own deals?
Yes. In Restricted mode, which new 1flux workspaces start in, each salesperson sees their own deals and managers see their team's deals as well. The salesperson filter shows only to managers and admins, so a rep with no team never sees a list of colleagues. People assigned to a company also see that company's deals.
Can you move deals on the board with the keyboard?
Yes. The 1flux deal board supports drag and drop by mouse, by touch and from the keyboard, with screen-reader announcements. Press Space to pick up the focused deal, use the arrow keys to move it to another stage, then press Space to drop it or Escape to cancel. Press Enter to open the deal. Every keyboard move runs the same stage rules as a drag.
Can a salesperson ask a colleague to prepare a quotation?
Yes. 1flux adds Request quotation to every deal's Quotations tab. The salesperson gives a title, up to 200 lines, a currency, a required-by date, priority, notes and attachments. The request moves through Requested, an optional manager approval, Assigned, In preparation and Quoted, and Create quote opens a draft with the company, deal and lines already filled in.
Can we change the pipeline stages?
Yes. Admins set 1flux deal stages under Deal settings: a name, a colour and an outcome of Open, Won or Lost for each, dragged into the order you want. New workspaces start with Lead, In Progress, Won and Lost. Rules for assignment, time limits, required fields, approvals and automations are then added per stage under Settings → Workflows, without code.
1flux CRM
Companies, deals, projects, daily sales reports and collections, on one customer record.
Projects
Every site, building or tender you sell into, by scope and city.
CRM reports
Pipeline, productivity and quotation reports, scoped to each viewer.
Quotations
Quotes from your catalogue or a customer's PO, approved, locked and sent.
Workflows and approvals
Stage rules, approvals by amount and one approvals inbox, configured without code.
Book a demo
Run a pipeline that follows your rules
See the 1flux deal board, stage approvals and quotation requests working together on a live pipeline.
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