One workspace for your whole client business.
From the first call to the paid invoice: eight modules that work together. Every client gets a room of their own, your team works in one place.
muster-ag.merkdesk.com
Rooms
5All roomsMy rooms
Rooms| Room | Mode | Deal stage | Owner | Value | Last activity | Open questions |
|---|---|---|---|---|---|---|
| Keller Logistik AG | Client | Delivery | LBLena Berger | €48,500 | 2 h ago | 1 |
| Studio Nord GmbH | Prospect | Proposal | THTom Huber | €12,400 | today | – |
| Alpen Bau AG | Prospect | First call | SMSara Meier | €31,000 | yesterday | – |
| Brunner Treuhand | Client | Support | JGJonas Graf | €8,800 | Mon | 2 |
| Seeblick Hotels | Client | Delivery | LBLena Berger | €22,600 | last week | – |
All modules
- Sales and CRMCompanies, people and deals in one place, with a pipeline that shows what to do next.
- Proposals and e-signatureProposals from templates and your service catalogue, as a PDF in your branding, signed digitally.
- Client portalEvery client gets their own room in your branding: documents, process, appointments and questions in one place instead of mail threads.
- Tasks and projectsTasks, projects and sprints for the whole team, with clear owners and deadlines.
- Resource planningWho has how much time, and when? Utilisation, absences and estimates in one plan.
- MeetingsClient meetings become notes, summaries and next steps, without typing them up.
- Knowledge baseYour company knowledge in one place, for the team and as the basis for the AI assistant.
- Invoices and accountingInvoices, payments and cash flow in view, with amounts only for those who should see them.
Your own workspace in five minutes.
Try it for 14 days, cancel monthly. Hosted in Germany.