Quotations live in files
Every rep keeps their own spreadsheet, and which version is current is up for debate.
Enterprise Sales and Customer Management Platform
Your sales, quotation and approval processes on one platform.
FiksLink brings the entire sales process onto a single screen, from customer to opportunity and from quotation to approval. You configure the fields, screens, business rules and document output yourself, without writing code.
No setup fee · No credit card required
Cloud-Based
Secure access from any device, with no server installation or hardware investment.
No-Code Configuration
Fields, screens, workflows, approval processes and document output are configured without development.
Multilingual
Each user picks their own interface language, and list values are translated with it.
Starting point
What sales teams deal with today
When the sales process does not live in a system, the knowledge scatters across spreadsheets and inboxes.
Approvals get lost in email
Who is holding the discount, when it was granted and who approved it leaves no trail.
Knowledge sits with people
What was discussed and which file was sent walks out of the door with the employee.
The ERP does not fit sales
A back-office system was never designed for opportunities, pipelines and quotation revisions.
Reports are assembled by hand
Spreadsheets are merged manually at month end; the numbers arrive late and get disputed.
Every change is a project
A new field or a new rule means queuing up behind the IT backlog.
Platform capability map
One platform, end-to-end sales capabilities
Nine capabilities run on the same data model, so no module keeps a duplicate copy of a record.
360° customer management
Flexible customer record, contacts and a hierarchical sub-customer structure.
Sales pipeline and quotations
Kanban flow, multi-line quotations, version and revision tracking.
Activity management
Visits, calls, tasks and email activities tracked per contact.
Products, prices and calculation
Product catalogue, price lists and a no-code calculation engine.
Approvals and workflow
Multi-step approvals, a rule engine, automatic email and in-app notifications.
No-code fields and screens
Field and screen design plus role-based screen layouts, with no development cycle.
Dynamic document output
Quotation output design, conditional sections and multilingual printing.
Permissions, security, traceability
Role and field level access, change history and login records.
Data transfer and languages
Template-driven import and export, with a per-user interface language.
From the screens
What the process looks like on screen
These screens come from the product itself and follow the example sales flow in the user guide.
Quotation and pricing
Multi-line quotations, totals as you type
Product, quantity, unit price, discount and VAT go in line by line, and the subtotal, discount and grand total recalculate on every change.
- Line table with totals at line and document level
- Versions, attachments, change history and approval on the same document
- Multiple currencies with automatic central bank rates
360° customer
Everything around a customer on one record
Addresses, contacts, activities, sales documents, notes and attachments sit in the tabs of a single card, and the counts summarise the process.
- Record counts on the tab labels
- Changed field, old value, new value and user all recorded
- Hierarchical sub-customers and multiple addresses
Companies, people and amounts on these screens are illustrative.
Positioning
Alongside your ERP: the front-office layer
FiksLink does not replace your enterprise ERP investment, it completes it. Your existing system stays the back-office system of record while FiksLink runs sales, opportunities and customer relationships at the front.
Enterprise ERP — system of record
SAP S/4HANA · Oracle · MS Dynamics — finance, logistics, manufacturing
FiksLink — front-office sales and customer layer
Pipeline · opportunity · quotation · activity · 360° customer
Sales teams and channels
Field · inside sales · management — web, mobile, multilingual access
- Fast rollout
- Go live in weeks, without waiting for an ERP integration project.
- Agile configuration
- When sales rules change, adapt immediately without depending on IT.
- Works on its own too
- With no enterprise ERP in place, FiksLink runs as a standalone sales platform.
Outcomes
What FiksLink gives you
A single source of truth
Customers, quotations, activities and documents in one place; no argument over which version counts.
Shorter quotation cycles
With products, prices and calculations ready, a quotation goes out in minutes.
Discounts under control
Approval rules run automatically on the rules you set, so no unauthorised discount reaches a document.
Audit-ready records
Every change, approval and send leaves a who-and-when trail.
Less dependence on IT
Field, screen, rule and output changes sit with the business unit.
Ready to grow
The same platform scales as users, companies and languages are added.
Rollout
Live within weeks
Discovery and demo
We listen to your current sales process and walk the platform with you in a live demo.
Configuration
Fields, screens, roles, approval processes and workflow rules are set up for your organisation.
Data migration
Customer, product and reference table data is moved in bulk with templates.
Pilot
A limited team works with real data, and feedback is applied straight away.
Rollout
The whole sales team is onboarded with training and user guides.
Continuous improvement
As processes change, you adapt from the screen; development support covers specific needs.
Ready to start?
Explore FiksLink with your own data on a 30-day free trial.
No setup or project cost · Zero risk