CRM + workflow for growing small businesses

Connect sales, operations and follow-up.
Keep work moving in TiksiFlow.

Manage leads, customers, sales orders, work orders, tasks, vendors, payments and operational follow-up in one lightweight platform you can also install like an app.

4 users included Unlimited operational monitors No credit card to start
Opportunities 4
Storefront signage
CRMFollow-up
Commercial service
ProposalToday
In progress 6
Order #1024
ProductionUrgent
Service #288
TechnicianAssigned
Ready to close 3
Delivery #184
ReadyClient
Payment follow-up
Pending
The problem is not a lack of effort

It is scattered information

The lead lives in a spreadsheet, the job in WhatsApp, production on a whiteboard and payment follow-up somewhere else. TiksiFlow connects the whole path so your team stops re-entering data and guessing what happens next.

📣

Sales disconnected from delivery

Follow-up gets lost and, once a customer says yes, operations has to capture the same information all over again.

⚙️

Work spread everywhere

Orders, tasks, files, approvals and incidents end up split across messages, spreadsheets and individual people.

👁️

No operational visibility

Owners and supervisors spend the day asking what is late, who owns it and what is blocking delivery.

One end-to-end flow

From lead to delivery without starting over

Every step feeds the next one. Sales, operations and admin work from the same information.

1

Sell and follow up

Organize companies, contacts, opportunities, activities and quotes in the CRM.

2

Turn the sale into work

When a customer approves, the sales order keeps the agreed details together and launches the work that needs to happen.

3

Execute and control

Coordinate stages, tasks, owners, due dates, documents and incidents from boards and operational monitors.

4

Close and follow up

Keep delivery evidence, customer follow-up, billing references and payment tracking connected to the same job.

Everything included

One platform to sell, execute and stay organized

No hidden workflow add-ons. The core TiksiFlow platform is available from day one.

🤝

CRM & directory

Companies, contacts, opportunities, follow-ups and quotes connected to the actual work.

  • Sales pipeline
  • Activities & follow-up
  • Quotes & sales orders
📦

Orders & work orders

Turn what you sold into executable work with order types, stages, owners and deadlines.

  • Multiple work orders per sale
  • Configurable stages
  • Incidents & activity log

Tasks & accountability

Keep commitments, due dates, documents and comments attached to the work they belong to.

  • Follow-up center
  • Overdue, today & upcoming
  • Filter by owner
🖥️

Operational monitors

Create as many read-only screens as you need for production, front desk, field teams or supervisors.

  • Secure links
  • Area and owner filters
  • Unlimited monitors
💼

Business admin tools

Keep customers, vendors, cash movements, balances and payment follow-up in the same operational context.

  • Customers & vendors
  • Cash & bank tracking
  • Collections follow-up
📱

Installable PWA

Use TiksiFlow in your browser or install it like an app on your computer, tablet or phone.

  • No app store required
  • Responsive design
  • Fast access anywhere
One source of truth

Fewer tools. Less re-entry. More control.

🔗

Real continuity

A lead becomes an order, the order creates work, and the completed work keeps the follow-up history attached.

👁️

Immediate visibility

Owners and teams can see progress, overdue work and accountability from current information.

🚀

Simple adoption

A lightweight, visual experience for small businesses that do not want a heavy ERP implementation.

A screen your team can actually use

Keep operations visible without giving everyone a full login

Create unlimited operational monitors by area, owner, stage or priority. Perfect for production floors, dispatch, front desks, field teams and management.

Live operations monitor

  • Order #1048 · design · due today
  • Service #288 · technician en route
  • Case #2026-014 · document due tomorrow
  • Read-only view · no user license consumed
Solutions by business type

For teams that work through orders, cases, services or projects

The workflow changes by industry. The need for visibility and accountability does not.

🖨️

Print & sign shops

Track jobs from design and approval through production, installation and delivery.

See solution →
⚖️

Law firms

Organize matters, tasks, documents and critical dates by owner.

See solution →
🧪

Pest control

Schedule service calls, assign technicians and keep field evidence together.

See solution →
📊

Consultants

Track projects, commitments, meeting notes and deliverables by client.

See solution →
🔧

Repair & service shops

Manage intake, diagnosis, approval, repair, testing and delivery.

See solution →
🎨

Agencies & creative teams

Keep briefs, versions, approvals, deliverables and dates under control.

See solution →

Start with your real business, not a blank demo.

Create your account, pick the workflow closest to your operation and test TiksiFlow for 10 days. No credit card required.