Trukks
Features

More new business, less searching.

Keep track of new opportunities, create quotes and overview upcoming deals on a digital board. All the way from first contact to signed order.

Sales boardSearch …+ New
New opportunity
Access system — Nybygget AB
Quote sent
Service agreement — Harbour Office
Won
Door replacement — Logistik Nord

The sales board that shows where you stand

Every opportunity sits as a card on the board — with customer, value and next step. Drag the card forward as the deal moves. Everyone sees the same picture, and no deal gets stuck in an email.

  • Opportunities with customer, value and next step
  • Drag and drop between the stages of your sales process
  • Full history of every approved deal
InboxSearch …+ New
service@yourcompany.com
FFault report elevator 2 — Höjden PropertiesAssigned
QQuote request access system — Nybygget AB
QQuestion about agreement invoice — Brf Utsikten

Quotes that become orders

Create the quote right on the deal, with your articles and price lists. When the customer says yes, the quote becomes a work order or a service agreement — without anything being rewritten.

WO-2141 · Elevator serviceSearch …+ New
In progressHöjden PropertiesElevator 2, Storgatan 14
Checklist
  • Emergency phone function test
  • Door machinery inspection
  • Guide rail lubrication
MaterialsConnector 24 V · 2 pcsWorking time · 2.5 hCustomer signature

The customer at the centre, literally

The customer card gathers contacts, facilities, agreements, ongoing jobs and open deals. Sales sees the same reality as service — and can promise the right things.

Event log · Elevator 2, Storgatan 14Search …+ New
Today 14:32AAnna LindCompleted WO-2141 · Elevator service
Today 09:05SsystemArticles from supplier via EDI
12 Aug 08:14JJohan BergChanged next service date
3 Aug 16:40SSara EkCreated fault report from the customer portal

Follow up sales with the same numbers as everything else

Pipeline, hit rate and won deals in real time, in the same reports as the rest of the business. The sales meeting starts from the current picture, not last week's spreadsheet.

OverviewSearch …+ New
38Open work orders
87%Billable ratio
€387,600Agreement value this year
€54,200Invoiced this month
Completed jobs per weekReal time