Enquiries from portals, the web form and email in one client record. Site survey, installation and service visit as tasks with deadlines and notifications.
Renewable energy installers and project developersFrom enquiry to handover. In one process._
Installation enquiries come in from portals, by phone and through your website, and the paperwork drags on for months. Konik System brings it into one system: the enquiry, the site survey, a quote from your catalogue, the invoice through KSeF (Poland's National e-Invoicing System) and contract obligations, all in one place. The decisions stay with you.
Stage 01 · Chaos01 / 03
02 · Problem · Diagnosis
Installers fight for every hour. Developers fight for every deadline. Both fight the paperwork.
The same core in two set-ups: one for an installation company and one for a group running many projects at once. We start with four questions from the Diagnosis.
What you see
Enquiries from portals, the phone and the website land with different people. The site survey, equipment selection and pricing drift apart, and the documents sit in several folders.
What it feels like
You are on a roof when a client calls. One person keeps track of contract and permit deadlines, and everyone knows what happens when they go on holiday.
How it should be
Every enquiry and every deadline should have an owner in the system, not in someone's memory.
[ 4 Diagnosis questions ]S · P · I · N
- SituationHow many channels do enquiries come from today, and who picks them up while the crew is on an installation?
- ProblemHow long does it take to get from the site survey to a quote that has been sent?
- ImpactWhat happens to a client nobody reminded about a service visit or a missing document?
- NeedWhat would change if every enquiry and every deadline had an owner in one system?
When installation enquiries come in through many channels and the paperwork drags on for months, I want one process from enquiry to handover, so that I stop losing clients between stages.
You are not buying a subsidy calculator or another spreadsheet. You are buying order: who looks after the client, what stage the project is at and which deadline comes next.
03 · Segments · What we sort out
Installer or developer. The same core, a different bottleneck.
Tell us who you are and we will show what we sort out first and which module handles it. Your choice also changes the questions in the Diagnosis form.
You reply first. You price from your catalogue. You remember the client after the installation.
For an installation company: enquiries, site surveys, quotes and service visits in one place.
Typical situations
- A portal enquiry often goes to several companies at once. The one that calls back first wins, and you are on a roof.
- Clients ask about net billing, storage and support schemes. You explain the same thing for the twentieth time this week.
- Site survey, equipment selection, pricing: three days. Meanwhile the client signs with someone else.
- After installation nobody remembers service visits, warranties or inverter serial numbers until the first breakdown.
A quote from your catalogue and price list: variants only from the rules, discounts above the threshold go for approval, and missing data triggers a question to the client or a salesperson.
Invoices through KSeF with error handling and retries, with 1 tax ID (NIP) included in the package.
Chatbot and voicebot
The chatbot answers from your offer, collects the basic data for a quote and passes the request to the CRM. It introduces itself as AI.
source · Konik System price list v5.4.2 (from 29 October 2026) · channels
Obligations from contracts and regulations in one place; answers only from quotes from the sources. It does not replace a lawyer.
Many projects. One system. Every deadline has an owner.
For developers and EPC contractors: projects, counterparties, documents and obligations in one place.
Typical situations
- A dozen or more special purpose vehicles, each with a different accountant, and the lease agreements sit in three folders and someone's inbox.
- Deadlines from land agreements, permits and grid connection conditions live in one person's Excel file.
- A counterparty asks for company details, a bank account and the project status, and the only person who knows is on holiday.
- Company websites thrown together in a hurry, different email signatures everywhere, no group standard at all.
Projects, counterparties and documents in one CRM, with roles and permissions for your team and for people outside the company.
Deadlines and duties from contracts, permits and regulations as obligations in one place; an EUR-Lex regulation monitor. A tool for your lawyer, not a substitute.
Project documentation becomes company knowledge: you ask Cortex instead of searching through folders.
Invoices through KSeF; each additional tax ID (NIP) from €114 net (€140.22 gross) + from €27/month net (€33.21 gross).
Indicators we measureno figures until we have data with a period and a source
- Response time to an enquiry
From the moment an enquiry arrives to the first reply from a person or the system. Measured in the CRM from day one.
- Share of enquiries that get a quote
How many enquiries end with a quote sent and how many get lost on the way, broken down by source.
- Time to prepare a quote
From complete data to a quote sent. We measure the starting point in the Diagnosis, before we change anything.
Prices are shown net and gross (23% VAT). Not an offer (Article 66 § 1 of the Polish Civil Code). Only an individual offer or agreement is binding.
01 · Chaos02 · Integration
Stage 02 · Integration02 / 03
04 · How it works · Flow
From enquiry to service visit. At every step you know who does it.
A flow built from Konik System modules. The system keeps the order and the deadlines, and a person approves the price, the discount and the contract.
Enquiry
SystemThe web form, email and chatbot save the enquiry in the CRM with the client's details and source.
Site survey
HumanYou book the survey as a task with a deadline; photos and roof data go into the client record.
Quote from the catalogue
SystemAuto-Quoting builds a PDF quote from your catalogue and price list. When data is missing, it comes back with a question or goes to a salesperson.
Discount and sending
HumanA manager approves any discount above the threshold. A person sends the quote.
Contract and documents
HumanThe contract and documents sit with the client in the CRM; contract duties become obligations in Konik Lex.
Installation and handover
HumanTasks for the crew with deadlines in the CRM calendar; the handover report goes into the client's documents.
Invoice
SystemInvoice through KSeF, with error handling and retries.
Service visit
SystemThe service date becomes a task with a notification. The system remembers the client, not a notebook.
A person approves the price, any discount above the threshold and the contract. Lex suggests sources; a lawyer makes the legal decisions.
05 · Modules
The modules you work in.
Every module runs in the same CRM, on the same data. We set the scope after the Diagnosis.
M·01
Konik CRM
Clients, tasks with deadlines and notifications, synced email, calendar, video calls with the client's context, documents and contracts. Import clients and tasks from a spreadsheet.
M·02
Auto-Quoting
A PDF quote built from the rules of your price list. Discounts and variants come only from the rules. A discount above the threshold goes to a manager for approval, and an enquiry with incomplete data goes back with a question or to a salesperson.
M·03
Konik Tax
Company finance fully integrated with KSeF: sending and receiving invoices, error handling and retries, receivables and reminders. Every package includes 1 tax ID (NIP).
M·04
Konik Cortex: company knowledge
An AI assistant that works on your company documents: conversations and memory in Workspace, a log of every AI call, and a single button to pause it. Answers point to their source.
M·05
Konik Lex
All company obligations in one place, an EUR-Lex regulation monitor, and answers built only from quotes from the sources. Without a source, the system declines to answer. A tool for your lawyer and management board; it does not replace a lawyer.
M·06
Leads with their source
Enquiries and partners saved with the channel they came from, so the CRM shows where each client came from.
06 · Methods · What it runs on
The methods work in the Diagnosis, not in the CRM.
The code of the CRM, Auto-Quoting, Tax, HR, Recru and Lex does not reference any methods, so we do not claim any here. The methods are written into the sales, marketing and go-to-market strategy (the RevOS module), which the implementation plan is built from.
F·01
Gino Wickman
EOS
In the implementation plan every task has one owner, goals are set per quarter, and progress is visible every week.
works in · Strategy · implementation plan
F·02
W. Edwards Deming
Quality as a system
We look for errors in the process, not in people: in the implementation plan and in root-cause analysis.
works in · Strategy · Detective agent
F·03
Michael Porter
Five competitive forces
Market and competitor analysis in the strategy, plus the questions in the RevOS brief.
works in · Strategy · brief
The authors listed do not work with us and do not endorse our services. We rely on their published work. The methods are written into our processes and agent instructions, and we name the authors so you can check the source.
02 · Integration03 · Awakening
07 · Proof · Case studies
What this offer stands on.
We show client logos and results only alongside a published case study, with the figure, the period and the source. Here we describe the modules this offer is built on.
The modules this offer is built on: Auto-Quoting, already in use at client companies, and Konik Tax, which sends invoices to KSeF.
08 · Pricing · Net
Prices straight from the price list. No asterisks, no crossed-out prices.
You start with a Diagnosis. After it you know which package and which modules make sense. You pay for implementation once, and a monthly fee covers maintenance and support.
Step 1 · entry
Konik System Diagnosis
from €552 net (from €678.96 gross)
An interview, a review of your processes and systems, classification of AI systems under the AI Act (EU AI Act) and a report with a recommendation. The full fee counts towards implementation.
Book a DiagnosisKonik CRM + Konik Cortex packages
implementation + monthly fee| Stęp (Walk) | from €5,430 net (from €6,678.90 gross) + from €711/month net (from €874.53 gross) |
|---|---|
| Kłus (Trot) | from €10,518 net (from €12,937.14 gross) + from €1,077/month net (from €1,324.71 gross) |
| Galop (Canter) | from €20,691 net (from €25,449.93 gross) + from €2,292/month net (from €2,819.16 gross) |
| Cwał (Gallop) | from €36,090 net (from €44,390.70 gross) + from €4,263/month net (from €5,243.49 gross) |
- Stęp (Walk): 1 seat · Cortex Stęp, a landing page with data for AI, CRM start; 50 GB of data storage
- Kłus (Trot): 2 to 3 seats · strategy, tone of voice, key visual, a website of up to 5 pages, CRM with import; 100 GB of data storage
- Galop (Canter): 4 to 15 seats · Cortex Galop, full strategy, CRM with automations; from the 16th seat add-on from €69/seat net (€84.87 gross); 200 GB of data storage
- Cwał (Gallop): 16 to 50 seats · Cortex Cwał, an online shop or web service with integrations, CRM with ERP, AI oversight; from the 21st seat add-on from €69/seat net (€84.87 gross); from the 51st seat, implementation in stages at person-days × from €687 net (€845.01 gross); server on your premises or in the EU; 400 GB of data storage
Modules and channels for this industry
added to a package| Quotes LITE | from €3,186 net (from €3,918.78 gross) + from €138/month net (from €169.74 gross) |
|---|---|
| Quotes | from €5,706 net (from €7,018.38 gross) + from €228/month net (from €280.44 gross) |
| Chatbot | from €666 net (from €819.18 gross) + from €69/month net (from €84.87 gross) |
| Voicebot | from €825 net (from €1,014.75 gross) + from €207/month net (from €254.61 gross) |
| Lex | from €666 net (from €819.18 gross) + from €114/month net (from €140.22 gross) |
| Tax | from €309 net (from €380.07 gross) + from €27/month net (from €33.21 gross) |
- Quotes LITE: Auto-Quoting, catalogue of up to 2,000 items
- Quotes: Auto-Quoting, catalogue of 30,000+ items, variants; larger integrations are priced in person-days
- Chatbot: FAQ chatbot that introduces itself as AI; implementation from €666 net (€819.18 gross), no monthly fee when part of a package
- Voicebot: Introduces itself as AI; 300 min included, then from €0.18/min net (€0.22 gross)
- Lex: Konik Lex; does not replace a lawyer
- Tax: Konik Tax: 1 tax ID (NIP) included in a package; standalone or for each additional tax ID (from €114 net (€140.22 gross) + from €27/month net (€33.21 gross))
- Konik CRM and Konik Cortex (Second Brain) stay with you: a perpetual licence once the implementation is paid. Modules are paid by a monthly fee.
- No minimum term for the monthly fee: cancel at the end of a paid month, with no penalties and 30 days to export your data.
- We do not guarantee business results. The goals set during implementation are a yardstick, not a promise.
For businesses (B2B) only. Prices are in euros, shown net and gross (23% VAT). We implement and sign off every module on your own data. The price list is for information only and is not an offer within the meaning of Article 66 § 1 of the Polish Civil Code. Scope and dates are recorded in the Implementation Card.source · Konik System price list v5.4.2 (from 29 October 2026)
All systems and the Complete system on one page, with prices from, in EUR.
09 · FAQ · Final objections
Questions people ask before they decide.
We do not promise those calculations. The quote is built from your catalogue and price list. Support scheme rules and the application stay with the client and their adviser.
We agree the scope (companies, permissions, accounting) in the Diagnosis. In Konik Tax every package includes 1 tax ID (NIP), and each additional one costs from €114 net (€140.22 gross) + from €27/month net (€33.21 gross).
No. Konik Lex organises obligations and answers only with quotes from the sources; without a source it declines. A lawyer makes the legal decisions. From €666 net (€819.18 gross) + from €114/month net (€140.22 gross).
Yes. The chatbot and voicebot introduce themselves as an AI system at the start of every conversation (Article 50 of the AI Act) and hand difficult matters to a person. You set what they answer, based on your offer and your rules.
Konik CRM and Konik Cortex packages: Stęp from €5,430 net (€6,678.90 gross) + from €711/month net (€874.53 gross) (1 seat), Kłus from €10,518 net (€12,937.14 gross) + from €1,077/month net (€1,324.71 gross) (2 to 3), Galop from €20,691 net (€25,449.93 gross) + from €2,292/month net (€2,819.16 gross) (4 to 15), Cwał from €36,090 net (€44,390.70 gross) + from €4,263/month net (€5,243.49 gross) (16 to 50). You add industry modules at price-list rates. Prices are shown net and gross (23% VAT). We start with a Diagnosis from €552 net (€678.96 gross), and the full fee counts towards implementation.
No. We do not guarantee business results. We measure response time to enquiries, the share of enquiries that get a quote and the time it takes to prepare a quote, starting from the baseline in the Diagnosis. These measures show whether things are moving in the right direction. They are not a promise of results.
It depends on the scope and the number of seats. After the Diagnosis we record the scope and go-live dates in the Implementation Card. We do not give rough guesses.
The Konik CRM and Konik Cortex licence is perpetual once the implementation is paid. The monthly fee has no minimum term, and after you cancel you have 30 days to export your data.
With a Konik System Diagnosis: an interview, a review of your processes and systems, classification of AI systems under the AI Act and a report with a recommendation. From €552 net (€678.96 gross), and the full fee counts towards implementation. You keep the report whatever you decide.
Prices are shown net and gross (23% VAT). Not an offer (Article 66 § 1 of the Polish Civil Code). Only an individual offer or agreement is binding.
10 · Diagnosis · One decision
Let's start with a Diagnosis.
Leave your details. We will call you back within one working day and set a date for the Diagnosis: a conversation, a process review and a written report. From €552 net (€678.96 gross), and the full fee counts towards implementation. You do not need to sign anything before we talk.
Prices are shown net and gross (23% VAT). Not an offer (Article 66 § 1 of the Polish Civil Code). Only an individual offer or agreement is binding.