Konik System

Professional and field service firmsRevenue that does not depend on one person's memory._

Proposals written from scratch, knowledge in the partners' heads, contracts that expire without a conversation. Konik System turns this into one process: the enquiry and client history in the CRM, company knowledge in Cortex, proposals from price-list rules, and expert content in RevOS, published with your approval.

Stage 01 · Chaos01 / 03
02 · Problem · Diagnosis

In B2B services, two things cost the most: a proposal that ends up in a drawer and a contract nobody renewed.

The same core in two set-ups: one for a professional services firm and one for a field service company. We start with four questions from the Diagnosis.

What you see

Every proposal is written from scratch, service requests come in by email, phone and messaging apps, and renewal dates sit in one salesperson's calendar.

What it feels like

You know that when one person leaves, some clients will leave too, because only that person remembers what was promised to them.

How it should be

Knowledge and deadlines should belong to the company, not to individuals, and the renewal conversation should start before the client starts looking elsewhere.

[ 4 Diagnosis questions ]
  1. SituationHow many proposals do you prepare each month, and who writes them?
  2. ProblemWhere is the knowledge needed for a proposal: in documents or in the partners' heads?
  3. ImpactWhat happens to revenue if the salesperson who remembers the renewal dates leaves?
  4. NeedWhat would change if every contract had a renewal conversation date and an owner in the CRM?
The job you hire the system to do
When proposals and renewals depend on salespeople's memory, I want a process from enquiry to contract renewal, so that revenue does not depend on one person.

You are not buying a text generator or a promised number of meetings. You are buying a process: company knowledge, proposals from rules, and renewal dates the system keeps track of.

03 · Segments · What we sort out

Professional or field service. 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.

Company knowledge that helps you sell. Proposals from ready-made rules.

For consultants, law firms, accounting firms and training companies.

Typical situations
  • Every proposal is written from scratch: two days of work, and half of them end up in a drawer.
  • Company knowledge lives in the partners' heads; a new hire asks the same question for the third time.
  • Clients come through referrals, but nobody knows who referred them, and nobody says thank you.
  • A client asks whether you use AI on their data, and you have no single written answer.

Methodologies, templates and reports become company knowledge: Cortex answers from your documents, and every AI call is logged.

Long decision cycles in one pipeline: calls, meetings and video calls with the client's context, tasks with deadlines.

A proposal from price-list rules and ready-made items; any discount above the threshold goes for approval.

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.

01 · Chaos02 · Integration
Stage 02 · Integration02 / 03
04 · How it works · Flow

From enquiry to contract renewal. At every step you know who does it.

A flow built from Konik System modules. The system keeps track of deadlines and puts documents together from your rules, and a person makes the decisions and manages the client relationship.

  1. Enquiry

    System

    An enquiry from email, the web form or a referral goes into the CRM with its source and a named owner.

  2. Conversation

    Human

    A meeting or video call with the client's context; what was agreed and the next step become a task with a deadline.

  3. Knowledge for the proposal

    AI agent

    Cortex answers questions from company documents: methodologies, reports, earlier proposals. Every AI call is logged.

  4. Proposal from the rules

    System

    Auto-Quoting builds the proposal from your price list; a manager approves any discount above the threshold.

  5. Decision and contract

    Human

    A person sends and negotiates the proposal; the contract goes into the client's documents in the CRM.

  6. Delivery and invoice

    System

    Team tasks with deadlines in the CRM; invoices through KSeF with error handling and retries.

  7. Renewal conversation

    Human

    The contract end date is a task with a notification for the account manager, so the conversation starts before the client starts looking elsewhere.

Cortex makes suggestions from company documents, but a person handles the proposal, the discount and the negotiation.

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

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·03

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·04

Content calendar with approval

Posts and videos in one RevOS calendar. You approve every publication, one by one or a whole day at a time.

M·05

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·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 behind it.

The methods work in the RevOS module: in the sales, marketing and go-to-market strategy, in call scripts and in closing. The CRM and Cortex do not reference any methods, so we do not claim any here.

F·01
Clayton Christensen
Jobs to be Done

The question "what job does the customer hire the product to do" drives the sections on personas and positioning.

works in · Strategy · Strategist agent

F·02
Neil Rackham
SPIN Selling

Every question in a sales call script belongs to one of four categories: situation, problem, implication, need.

works in · Script generator · Closer agent

F·03
Chris Voss
Negotiation and tactical empathy

Handling objections and closing conversations without pressure: listening, labelling emotions, open questions.

works in · Closer agent

F·04
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 Konik System team uses Konik CRM every day: clients, tasks and email in one system.

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 Diagnosis

Konik 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
Cortex Galop (Canter)from €2,292 net (from €2,819.16 gross) + from €276/month net (from €339.48 gross)
Cortex Cwał (Gallop)from €3,438 net (from €4,228.74 gross) + from €471/month net (from €579.33 gross)
Quotes LITEfrom €3,186 net (from €3,918.78 gross) + from €138/month net (from €169.74 gross)
CRM chatbotfrom €1,584 net (from €1,948.32 gross) + from €114/month net (from €140.22 gross)
Voicebotfrom €825 net (from €1,014.75 gross) + from €207/month net (from €254.61 gross)
RevOS Stęp (Walk)from €3,324 net (from €4,088.52 gross)
  • Cortex Galop (Canter): Konik Cortex on its own, up to 10 people
  • Cortex Cwał (Gallop): Konik Cortex on its own, up to 25 people
  • Quotes LITE: Auto-Quoting, catalogue of up to 2,000 items
  • CRM chatbot: Chatbot integrated with the CRM and knowledge base; implementation from €1,584 net (€1,948.32 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)
  • RevOS Stęp (Walk): Core strategy, landing page, Google Business Profile, GA4 with consent mode, campaign setup; monthly fee from €573/month net (€704.79 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.
  • You pay the ad budget directly to the platform; the accounts and data are yours.
  • 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.

Yes. Konik Cortex on its own: Cortex Galop (up to 10 people) from €2,292 net (€2,819.16 gross) + from €276/month net (€339.48 gross), Cortex Cwał (up to 25 people) from €3,438 net (€4,228.74 gross) + from €471/month net (€579.33 gross).

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.

Prefer to call? +48 502 417 719 · WhatsApp · sales@koniksystem.com

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.

Book a Konik System Diagnosis