# What you get with Krokul Sales, documents, payments, projects and hours work in one system. No moving data between separate tools. - Unlimited users - Your plan buys depth of the chain - The API covers everything in the UI ## One chain from deal to margin Each feature group below sits on its own segment of the chain. The Deals, Money and Margin plans unlock these segments one by one. ### Sell Contact → Deal → Quote Sales and pipelines, client companies and contacts. ### Get paid Contract → Invoice → Payment → MRR Documents, payments, receivables, subscriptions and MRR, client and dealer portals, automations, integrations. ### Manage margin Project → Hours → Act → Margin Projects, hours, completion certificates, cost, stock, multiple companies, partner network. ## By group ### CRM and sales - Multiple pipelines for different processes; stage gates keep a deal from moving on without required fields - Quote, contract and invoice are created from the deal card without retyping amounts - A loss reason for every deal, stalled deals by days without activity, weighted forecast - Client companies with billing details, terms and a credit limit; the client history stays in the system when a sales rep leaves [Learn more](https://krokul.com/en/solutions/pipelines/index.md) ### Documents and payments - Six document types: quote, contract, invoice, delivery note, completion certificate, return; versions and printing from your own templates - Milestone and partial payments, matching from bank statements, refunds - Recurring invoices on a schedule: support, rent, subscription fees - Subscriptions and MRR; the exchange rate is locked on the deal; debtors by overdue age [Learn more](https://krokul.com/en/solutions/payments/index.md) ### Projects and hours - A project is created from a won deal together with the scope of work and contacts - Paid hours, a timer from anywhere, an hourly rate; overage on paid hours is visible with its cost before the invoice - Project and client margin: sales revenue minus hours at the rate and the cost of goods - Tickets with SLA, recurring tasks, a calendar with Google sync [Learn more](https://krokul.com/en/solutions/projects/index.md) ### Products and stock - A catalog with variants, bundles and categories - Stock levels by warehouse, reservations for orders, receiving, transfers, a movement log - Price lists with quantity tiers, discount rules, prices based on client terms - A discount cap by role; cost is hidden from those who are not allowed to see it [Learn more](https://krokul.com/en/solutions/price-lists/index.md) ### Automations and business processes - Triggers on events: a new deal or inquiry, stage, an inactive deal, payment, overdue dates, a client’s segment - Actions: task, owner, stage move, tags, a templated email or SMS to the client, webhook, notification - Up to ten actions with conditions per rule; recurring tasks with due-date control - Set up by an implementation partner after a consultation; every system action on a record is signed “Automation” [Learn more](https://krokul.com/en/solutions/automations/index.md) ### API, integrations and AI - The API covers everything in the UI: public API v1 with English documentation, API keys with role permissions, webhooks - An MCP server for external AI agents: the agent reads and changes CRM data within the key’s access rights - A built-in AI assistant: initial setup from one question about your business type, and changes in plain words with confirmation before saving - Gmail, Google Calendar and Sheets, Telegram, payment services and marketplaces, inquiries from your website [Learn more](https://krokul.com/en/solutions/api/index.md) ### Client and partner portals - Clients and dealers order on their own at their prices and see documents and payments - An agent sees the clients they referred and their commission - An implementation partner registers deals with client protection - A public questionnaire by link to qualify a deal [Learn more](https://krokul.com/en/solutions/portal/index.md) ### Security and control - Roles define who sees what; the server checks permissions on every request, not just the UI - An action log and change history in every card - Data stored in the European Union; connection tokens are stored encrypted - Multiple companies under one account; protection against concurrent edits [Learn more](https://krokul.com/en/solutions/security/index.md) ## Why Krokul ### One system Deal, contract, invoice, payment, project and hours are linked records, not five tools with manual copying. ### Unlimited users You pay for the depth of the chain and the number of transactions: new deals, documents and payments. Invite engineers, your accountant, warehouse staff and dealers with no extra licenses. ### B2B mechanics out of the box Prices based on client terms, quantity tiers, a locked exchange rate, credit limit, reservations, stage gates, loss reasons. ### Open API The API covers everything in the UI. Webhooks, API keys with role permissions and AI agent connections are part of the product, not a higher plan. ### Implemented by partners Krokul works through integrator partners: complex processes, triggers and data migration are handled by a specialist from your market. ### Fast start One question about your business type, and your pipeline, inquiry sources, reference lists and document texts are already set up. ## See how Krokul fits your sales process Pick your business type, bring your data over from a spreadsheet or another CRM, and take your first deal to a quote. Free, no card required. --- App: https://app.krokul.com/ · API: https://app.krokul.com/api/v1/docs