Tech / AIKonik CRM_
KONIK Group's own project: the CRM the Konik System team uses for its daily work before we implement it for a client.
- Konik CRM
- Konik Tax
- Industry
- The core of Konik System: clients, tasks, email, meetings and invoices in one place
- Systems
- Konik CRM · Konik Tax
- Scope
- CRM · Automations
From the starting point to the outcome.
- 01Challenge
Client data sat in the CRM, emails in mailboxes, invoices in the accounting software and tasks in people's heads. Nobody could see a client's full history.
- 02Solution
We built Konik CRM: clients, tasks, email, meetings and KSeF (Poland's National e-Invoicing System) invoices in one system, with permissions checked in the database. Our own team works on it first.
- Diagnosis and scope: the choice of modules recorded in the Implementation Card
- Installation with only the modules in scope
- Import of clients and tasks from a spreadsheet
- Daily work: tasks, board, meetings and video calls with client context, email, KSeF invoices
- On desktop and on mobile
- 03Outcome
The Konik System team runs its daily work in Konik CRM: tasks, email, meetings and KSeF invoices. We check every change against a list of criteria before it reaches clients.
Konik CRM runs the Konik System team's daily work: clients, tasks, email, meetings and KSeF invoices in one system.
- Permissions are checked by the database on the server, not just on screen, and tested for a user from an external company as well
- Sign-in with a second factor (MFA): an authenticator app or a security key such as Face ID, Touch ID or YubiKey
- Daily backup, an off-server copy and a nightly restore check; a full restore test carried out 3 times (13.10.2026)
- The mailbox password is stored encrypted and is never sent back to the browser
Client zero: each system runs inside the KONIK Group first, and only then at clients.
Scope of work.
The systems and channels follow from the scope we delivered in this project.
- Konik CRM
- Konik Tax
- CRM
- Automations
- Industry
- The core of Konik System: clients, tasks, email, meetings and invoices in one place
- Type
- KONIK Group's own project
- Brand
- Konik System
Inside: automations.
The production CRM holds team and client data, so we show the same system on test submissions.
01 · Loop From website form straight into the CRM
A form submission lands on the lead list with its source and status. The filter shows who is waiting for contact and who is already in conversation.
White-label panel · test submissions
This is a KONIK Group project. We show it because it is where we test the systems we implement for clients.
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.