Who it's for
For consultancies
From the first call through the proposal to the delivery plan, 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 | – |
What gets in the way today
- Insights from meetings live in personal notes.
- The thread is lost between proposal and delivery.
- Who is how busy is known only to last week's spreadsheet.
How Merkdesk helps
Meetings as notes and tasks
Summary and next steps from the call, after your approval.
Pipeline to project
A won deal becomes the client room with its delivery plan.
Planning for the team
Utilisation and absences before you commit.
The modules for it
- Sales and CRMCompanies, people and deals in one place, with a pipeline that shows what to do next.
- MeetingsClient meetings become notes, summaries and next steps, without typing them up.
- 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.
- Resource planningWho has how much time, and when? Utilisation, absences and estimates in one plan.
Your own workspace in five minutes.
Try it for 14 days, cancel monthly. Hosted in Germany.