Training / consulting · iq-consulting.plIQ Consulting_
The training firm runs on Konik CRM, and its new website has a shop with online payment, a subsidy calculator and a map of open calls in all 16 regions.
- Konik CRM
- Konik Cortex
- Konik RevOS
- Website / shop
- Email automations
Page scroll · recorded 17.10.2026
What the brief asked for. What we delivered.
Each item in the scope, with the elements and automations we put in place. Where there is a recording, you can see how it works.
New website and shop with two paths
- New website: training subsidies, ZSK certification, ISO, loans, webinar
- Shop with services and date selection, online payment (BLIK, bank transfer, card) and pay-by-invoice transfer for companies
- Sign-up for the monthly webinar with an automatic date
- Website assistant that answers from the site's content, with links to subpages
- Customer journey tracking (calculator, forms, chat, purchase) and a site prepared for AI search engines
2 automations: how it works
- Order → payment → confirmation
- Trigger
- A customer places an order in the shop
- Action
- The shop accepts the order, redirects to payment or shows transfer details, and the status page shows the order number once paid
- Result
- The service can be bought without a phone call
- Different date → enquiry
- Trigger
- None of the training dates suits the customer
- Action
- The form turns the order into an enquiry with proposed dates and sends it to the team
- Result
- The customer does not drop off at the date selection step
Funding calculator and grant call analysis
- Subsidy calculator: three questions, instant result, no contact details required
- Map of open calls (the "Nabory" tab): calls in 16 regions and sector projects
- Call analysis form with company details fetched by tax ID (NIP) from the VAT register
3 automations: how it works
- Company details from tax ID
- Trigger
- A customer enters a tax ID (NIP) in the analysis form or an order
- Action
- The form checks the tax ID, fetches the company name and address from the Ministry of Finance VAT register and fills in the fields
- Result
- A shorter form and company details without typos
- Calculator → matching calls
- Trigger
- A customer answers three questions
- Action
- The calculator picks regional calls and sector projects, flags the ones closing within two weeks and offers an analysis request with the parameters already filled in
- Result
- The customer knows straight away what they can use and submits the company in one click
- Call summary and notification
- Trigger
- A customer asks for a summary or a notification about a call
- Action
- The calculator sends the team the email address and the full configuration: company size, region, type of support, list of calls
- Result
- The team gets a lead with the context ready
Konik CRM in place of the previous system
- Konik CRM: client card, shared status, kanban, tasks with deadlines, leads with conversion
- CRM: team chat, documents in client folders, document generator, password vault, calendar, contracts, mailing, reports and change history
- Migration of clients and documents from the previous system to Konik CRM
- BUR certificate generator with numbering and a register of issued documents
5 automations: how it works
- Tax ID → client card in the CRM
- Trigger
- An employee adds a client and enters the tax ID
- Action
- The CRM fetches company details from the VAT register and sets the region from the postcode
- Result
- The client card is created without retyping
- Task reminders in chat
- Trigger
- 8:30, 12:00 and 15:00
- Action
- The CRM sends each person a reminder with a list of their open tasks
- Result
- Nobody loses track of tasks
- File from chat → client folder
- Trigger
- A file dropped into a client's chat
- Action
- The CRM recognises the client and saves the file to their folder in Documents
- Result
- The client's documents are in one place
- Contract → contacts and expiry warning
- Trigger
- An employee uploads a client contract
- Action
- The CRM extracts email addresses from the contract, saves it in the client's folder and moves it to the top of the list 30 days before it ends
- Result
- Contacts without retyping, contracts renewed on time
- Report on stalled tasks
- Trigger
- Opening the Dashboard or Reports
- Action
- The CRM lists tasks with no activity for a week, a daily summary and a monthly report for CSV export
- Result
- The manager sees the backlog and has the report ready
Each website on its own. Both scrolling.
Scroll recordings of the websites on desktop and mobile. Personal data (phone numbers, emails, surnames) is blurred.
Page scroll · recorded 17.10.2026
Consultations, validations and training courses you can buy directly on the website.
Page scroll · recorded 17.10.2026
Our Radar Dotacji, shown on the client's site as the "Nabory" (open calls) tab: a map of current calls for training subsidies in 16 regions. The customer picks a region and sees straight away what they can use.
From the starting point to the outcome.
- 01Challenge
IQ's clients look for training subsidies, but calls for applications open regionally and on different dates. The team handled cases in several tools at once, and the website did not let anyone buy a service or check open calls.
- 02Solution
We designed a new website with tools for the client's customers: a shop with online payment, a subsidy calculator that shows matching calls straight away, a map of open calls in all 16 regions (the "Nabory" tab) and a form that fetches company details from the tax ID (NIP). The team moved to Konik CRM with data migration: clients, kanban, tasks with chat reminders, documents in client folders, contracts with an expiry warning, a password vault, mailing and reports. We also added a BUR certificate generator.
- Konik CRM for the team: client card, statuses, tasks, kanban, leads, documents, reports
- Map of open calls in 16 regions (the "Nabory" tab) and a subsidy calculator
- Shop on the website: consultations, ZSK validations and training courses
- CRM with email, mailing and a password vault
- 03Outcome
Client and document handling moved into one system. Customers check open calls in their own region on the website and buy a service without picking up the phone.
Scope of work.
The systems and channels follow from the scope we delivered in this project.
- Konik CRM
- Konik Cortex
- Konik RevOS
- Website / shop
- Email automations
- Website / shop
- Branding
- CRM
- Automations
- AI agents
- Training
- Industry
- Training and consulting firm from Koszalin: training subsidies (BUR, KFS), certification, EU funding applications
- Period
- since Jul 2026
- Type
- Client
- Brand
- Konik System
What it looks like.
Screenshots of the live website, taken on 15.10.2026.
Inside: automations.
How the team's CRM and the modules it uses work. Recordings on fictitious data, with no client data.
01 · Loop Inside IQ CRM: from dashboard to report
A dashboard with counters and a case funnel, client search, and a client card with status, tasks and documents in one place. Then a status board, leads with contact history and a monthly task report for CSV export.
IQ CRM · fictitious data, recorded 17.10.2026
02 · Loop A campaign from brief to result
Brief → ad copy → creative → channels → measurement. AI proposes, a person approves every stage. Ad channels are created paused until someone checks them.
Konik RevOS · demo mode, fictitious brand
IQ Consulting is also a KONIK Group partner (referrals and training cooperation).
Let's start with a Konik System Diagnosis_
A review of the processes and systems in your company, with a written recommendation. from €552 net (€678.96 gross), credited in full towards implementation.
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.