KPI cards
- Total documents and customers
- Won value and open pipeline
- Win rate at a glance
Features
One platform, end-to-end sales capabilities
From the first screen a sales team opens in the morning to the design of a printed quotation, every FiksLink module runs on the same data model.
Management panel
Real-time dashboard
The period filter switches between this month, quarter and year, and every metric updates instantly.
Pipeline and sales funnel
- Open, negotiation and on-hold states
- Won and lost distribution
- Stage by stage in a funnel
Upcoming activities
- Action list ordered by date
- Filtered by the responsible employee
- Nothing slips through
Revenue trend and customers
- Monthly revenue curve
- Most active customers alongside
- With document counts and value
Personal dashboard layout
- Tiles are dragged and resized
- Layout stored per user
- Reset to the admin default
Chart type selection
- Bars, line, doughnut or funnel
- The same data read differently
- Set per tile
Daily sales operation
Customers, activities and products
The three screens a sales team uses every day, all linked to each other.
Rich customer record
- Multiple customer names
- System and external numbers
- Tax details and company logo
Contacts and sub-customers
- Unlimited contacts per customer
- Multiple addresses
- Hierarchical sub-customers
360° view on one screen
- Activities and sales documents
- Notes, attachments and sends
- Change history on the same record
Multiple activity types
- Visits, calls and tasks
- Email activities in one list
- Open, in progress, done
Central product catalogue
- Product and service packages
- Code, type and unit definitions
- Active and passive control
Price lists
- Prices defined per list
- Flow straight into quotations
- Consistent, error-free pricing
Quotation and pricing
From opportunity to signed quotation
Every step an opportunity passes through before it reaches the customer as a quotation.
Kanban pipeline
- Drag and drop between stages
- Totals summarised per status
- Switch between list and pipeline
Multi-line item table
- Product, quantity, unit and discount
- VAT and withholding
- Line and document level totals
Versions and revisions
- Every save snapshots the document
- Reopen and compare an earlier version
- With who, when and why
No-code calculation engine
- Cost, margin, discount and VAT
- Defined on screen as ordered steps
- Decimal precision configurable
Automatic central bank rates
- Once a day at a configurable hour
- Buying, selling or average rate
- Manual pull on demand
Dynamic quotation output
- Drag-and-drop output designer
- Conditional sections per document type
- Multilingual printing and archive
Process automation
Approval processes and workflow rules
Nobody should have to chase a process: the rule runs by itself and the system reminds.
Conditional process definition
- Approval chain driven by amount
- Or by document type and field value
- Exemptions can be defined
Multi-step approval chain
- Ordered approval levels
- Several approvers per level
- Delegation support
My approvals inbox
- Waiting documents in one list
- Approve, reject or ask for a revision
- Every decision kept with its note
Condition and action rules
- Conditions such as “if the amount exceeds”
- Scoped to roles and users
- Applied immediately
Conditional field behaviour
- Fields filled or hidden automatically
- Made mandatory or read-only
- Button visibility driven by rules
Email and notification automation
- Formatted templates
- Placeholders filled from the data
- In-app notices and send tracking
Configuration and governance
You build the screen, you grant the access
Every change leaves a trail, and bad data is stopped before it enters the system.
No-code field definition
- New fields across four modules
- With no development cycle
- Quick entry and detail screens apart
Role-based screen layout
- Which field appears for which role
- Mandatory or read-only rules
- List and dashboard layouts too
Data quality checks
- Format and list value checks
- Mandatory field control
- Off, warn or block
Server-side validation
- Rules run on screen and on the server
- No bad data by another route
- Existing bad values reported
Advanced authorisation
- Role and organisation based rights
- Field level control
- Corporate sign-in (SSO)
Change history
- Changed field, old and new value
- User and timestamp
- Login records and a recycle bin
Data and global architecture
Data transfer, languages and every device
File-level data exchange with your existing systems, and an interface that works on every screen.
Template-driven import
- Download the ready Excel template
- Fill it in and upload in bulk
- Every module and reference table
Transfer history
- Who transferred, and when
- With what result
- Visible after the fact
Export to Excel
- Lists in report layout
- A separate sheet per tab
- With the filters on screen
Multilingual interface
- Language chosen per user
- List values translated too
- Maintained from the screen
Multi-tenant architecture
- Several companies on one platform
- Isolated from one another
- Scales with your hierarchy
Mobile and tablet support
- Reflows at phone width
- Light and dark theme
- Menu search and personal settings
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