M·01
Client record
The client's full history in one place: emails, meetings, quotes, invoices and tasks.
source · Opis modułu Konik CRM
A CRM for the whole team: clients, calls, documents and processesYour whole company in one window. Clients, calls, documents and processes._
Today the client is in a spreadsheet, emails sit in inboxes, files on drives and agreements in a phone chat. Konik CRM brings it all into one system. Your processes guide people step by step, each with a deadline and an owner. When someone goes on leave or leaves the company, what they knew about the client stays with you.
Stage 01 · Chaos01 / 03
02 · Problem · Diagnosis
A client calls and you start searching: email, spreadsheet, a salesperson's phone.
Every program works, yet none of them knows the client's whole history. We start with four questions that we also ask in the Diagnosis.
What you see
Client data is in a spreadsheet, emails in inboxes, files on drives and tasks in people's heads. Nobody sees the whole picture.
How it feels
When someone is ill or leaves, what they knew about clients goes with them. Everything ends up back on your desk.
How it should be
Company knowledge belongs to the company. It sits in one place, and access to it depends on each person's role.
[ 4 Diagnosis questions ]S · P · I · N
- SituationHow many programs does your team use today to record clients, tasks, emails and files?
- ProblemHow often does someone look for information that only one person has?
- ImpactWhat happens to clients when a salesperson leaves or is on holiday?
- NeedWhat would change if everyone on the team could see the client's history in one place, within the limits of their role?
When clients, emails, files and agreements are spread across five different places, I want to have them in one system for the whole team, so that nothing gets lost between people, even when someone leaves.
Konik CRM does not replace your accounting or HR software. Invoices run in Konik Tax and HR in Konik HR, in the same system and on the same data.
01 · Chaos02 · Integration
Stage 02 · Integration02 / 03
03 · How it works · Flow
From the Diagnosis to everyday work. At every step you know who does it.
This is how implementation and daily work in Konik CRM look. The system enforces permissions and deadlines, and people make the decisions.
Diagnosis and scope
HumanWe agree which parts of the CRM you need and which processes to set up first. The scope goes into the Implementation Card.
Installation and permissions
SystemYour installation includes only the modules in your scope. The database on the server checks permissions, and two-step verification (MFA) protects every login.
Data import
SystemWe load clients and tasks from a spreadsheet, so nobody retypes them. From another CRM, an export to a spreadsheet is usually enough.
Step-by-step processes
HumanWe set up your company's processes, for example from enquiry to invoice or from order to handover. Each step has a deadline and an owner.
Everyday work
HumanClient records, tasks, email, calendar, Documents, video calls and team chat. On a computer and in your phone's browser.
Reminders and daily report
SystemThe system reminds people when the next step is due. Every morning the team and management get a daily report.
Each person sees only what their permissions allow. A person sends every email with a button, even when Konik Cortex wrote the draft.
04 · Modules
What Konik CRM does.
Every part works on one database: clients, tasks, email, documents and calls.
M·02
Documents
One file store for the whole company, which other modules save to as well. You share files with a link that expires on a date you set. Confidential folders are visible only to the people on their list.
source · Opis modułu Konik CRM
M·03
Video and voice calls
Calls inside the CRM with calendar and invitations, linked to a client, a lead or a team. Guests from outside the CRM can join.
source · Opis modułu Konik CRM
M·04
Team chat
Groups and private conversations, including video calls within a group. Agreements stay in the company system.
source · Opis modułu Konik CRM
M·05
Step-by-step processes
Stages, deadlines, owners and automatic reminders. A new person can see what to do next.
source · Opis modułu Konik CRM
M·06
Email with your signature
Your company mailbox in the CRM, with your company signature. Syncing and sending run in the background. The mailbox password is stored encrypted and never goes back to the browser.
source · Opis modułu Konik CRM
M·07
Tasks and time tracker
Tasks with priority and deadline, a board, and a time tracker on each task with a monthly report.
source · Opis modułu Konik CRM
M·08
Daily report
A report for the team and management every morning.
source · Opis modułu Konik CRM
M·09
Roles and permissions
Everyone sees what their role allows. Permissions also work for users from an external company.
source · Opis modułu Konik CRM
05 · Rules · System limits
Rules built into the system.
What you know about your clients belongs to your company. These rules control who sees it and where it is stored.
Z·01
Everyone sees what they are allowed to see
The database on the server checks permissions. Items a person has no access to are hidden and protected.
source · Opis modułu Konik CRM
Z·02
Two-step login
Two-step verification (MFA) protects every login to Konik CRM.
source · Opis modułu Konik CRM
Z·03
Data in the EU or on your server
We keep data on servers in the European Union or on your own server.
source · Opis modułu Konik CRM
Z·04
Knowledge stays in the company
Client history, files and call notes are in the CRM. When someone leaves, the team can still reach them, according to their roles.
source · Opis modułu Konik CRM
Z·05
A person presses send
A person sends each email with a button. A client note suggested by AI is saved by the account owner.
source · Opis modułu Konik CRM
02 · Integration03 · Awakening
06 · Proof · Case studies
We run our own work on it.
We publish Konik CRM case studies with data, the period covered and the client's consent.
The Konik System team runs its daily work in Konik CRM: tasks, email, meetings and documents. We test every change on ourselves first.
07 · Pricing · Net
Prices are in the Stable. Scope is set in the Diagnosis.
Prices for all Konik System products, net and gross, are listed in the Stable. In the Diagnosis we look at how many people will work in the CRM and where your data is today, then you get the scope in writing.
- The scope of your Konik CRM implementation is set out after the Diagnosis, in the Implementation Card.
- Client data, documents and email belong to you.
Offer for businesses (B2B). Prices in the Stable are shown net and gross (23% VAT). The price list is for information only and is not an offer within the meaning of Article 66 § 1 of the Polish Civil Code. The contract is binding.source · Stajnia Konik System
All systems and the Complete system on one page, with prices from, in EUR.
08 · FAQ · Final objections
Questions people ask before they decide.
With a Konik System Diagnosis: a conversation, a review of your processes and systems, classification of your AI systems under the EU AI Act and a report with recommendations. The report says which processes to set up in the CRM first.
We load clients and tasks from a spreadsheet, and this import has been tested. From another CRM, an export to a spreadsheet is usually enough. Exactly what we move, and in what order, is agreed during the Diagnosis.
No. Video and voice calls, team chat and group conversations all run in Konik CRM, with calendar and invitations. Guests from outside the CRM can join too.
Everyone sees what their role allows. Confidential folders are visible only to the people on their list. You can share a file outside the company with a link that expires on a set date.
Yes. Konik CRM runs in your phone's browser, and the layout is designed for screens from 390 pixels wide.
On servers in the European Union or on your own server. Two-step verification (MFA) protects logins, and the database on the server checks permissions.
09 · 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 review of your processes and systems, and a written report.