All modules
Sales and CRM
Companies, people and deals in one place, with a pipeline that shows what to do next.
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 | – |
What's included
Pipeline as a board
Drag deals through the stages, with amount, probability and close date.
Contacts with history
Notes, mails, tasks and changes appear on the record, in order.
Your own fields and views
Add the fields your business needs and save filters as views: table, board or calendar.
Import and move over
CSV import with duplicate check; existing data from Twenty can be brought over.
From deal to client room
Once a deal is won, one click creates the client's room.
How it goes
- 01
Add or import a contact or company.
- 02
Open a deal and move it through the stages.
- 03
Won: the client room in one click.
Goes well with
All modules- 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.
- MeetingsClient meetings become notes, summaries and next steps, without typing them up.
Your own workspace in five minutes.
Try it for 14 days, cancel monthly. Hosted in Germany.