Complete Business Platform: All Your Forms, Clients, Tasks, Calendar, Workflows, Users, and Analytics in One System
The Vision
Imagine managing all your forms, clients, tasks, calendars, workflows, users, and analytics in a single system – without jumping between five tools, three inboxes, and two task apps.
That's exactly what this platform was built for:
A fully integrated, modular business platform that consolidates all the building blocks of your daily operations into one unified system.
The Problem: Fragmented Tools, Lost Leads, Daily Chaos
Most businesses today aren't struggling with too few tools – they're struggling with too many. Typical situation:
Multiple email inboxes for different contact forms across various websites
Separate CRM systems that don't communicate with each other
Standalone task tools disconnected from customer data
Calendars that "know" nothing about clients, projects, or tasks
Manual workflows that only function if someone constantly remembers them
User management scattered across dozens of platforms
The Consequences of This Fragmentation:
Lost leads because no one has oversight anymore
Duplicate data entry because information must be maintained in multiple systems
Inefficient processes that waste time, nerves, and money
Lack of visibility into customer relationships and sales opportunities
Team performance difficult to measure because data is scattered everywhere
High costs from many individual solutions and subscriptions
In short: Systems work alongside each other – but not with each other.
The Solution: A Unified Platform for Your Entire Business
Our platform combines all core business functions in one integrated system:
Central Form Management – all forms in one place
Comprehensive Client CRM – complete customer management and history
Team & Task Management – Kanban, Timeline, Workload
Calendar & Appointment Management – events, meetings, deadlines
Workflow Automation – processes that execute themselves
User & Role Management – clear permissions, clear responsibilities
Dashboards, Analytics & AI Insights – numbers, trends, predictions
👉 No more tool switching. All data. One system.
Core Purpose: All Forms in One Place
The original purpose of the application is clearly defined:
Consolidate all form submissions from your business into a central interface.
Instead of:
Separate inboxes for contact form, quote request, support, newsletter, etc.
You have:
One central intake channel for all forms
Where you can:
See all submissions in one dashboard
Assign submissions to team members
Create client records directly from submissions
Automatically generate tasks from form submissions
Track the entire customer journey – from first inquiry to closing
This transforms every form into an active entry point into your CRM, instead of getting lost somewhere in an inbox.
Modular Architecture: Flexible, Extensible, Future-Proof
The platform is fundamentally modular in design. This means:
You're not locked into specific technology, but can adapt the system to your environment.
Database Independence
Supports any common database system (e.g., MySQL, PostgreSQL, MongoDB, etc.)
No vendor lock-in – you're not tied to a specific provider
Easy migration and scaling of your data
Ideal if you already have existing database infrastructure
Backend Independence
Connects to any backend APIs
RESTful architecture enabling integrations with existing systems
Flexible enough to work with your current infrastructure
You can continue using existing systems and use the platform as a central interface and orchestration layer
Frontend Independence
Modern, responsively designed web interface
Works on desktop, tablet, and smartphone
Brandable – can be visually adapted to your company
Multilingual: Support for German, English, and Polish
Scalable, modular, extensible – whether startup or growing company
This modularity means:
You adapt the platform to your business – not the other way around.
Complete Feature Overview (No Shortcuts, No Omissions)
The following describes all functions completely and in detail – nothing is omitted, nothing merely touched upon.
1. Form Management & Submission Tracking
Problem Solved
No more multiple email accounts for different forms.
Features in Detail
Unlimited form creation – for any application, campaign, website
Unique identifier per form – clear assignment of all submissions
Dedicated API endpoint per form – easy integration into websites, landing pages, external systems
Automatic submission tracking – every submission is logged
Read/Unread status for each submission
Filter by form type – e.g., "Contact", "Quote", "Support"
Detail view per submission with all transmitted fields
Mark as read/unread – also usable by teams
Bulk operations on submissions – e.g., mark or assign multiple entries simultaneously
Statistics & Analytics for forms:
Number of submissions per form
Submissions over time
Recognizable trends in demand/contact volume
Typical Use Cases
Classic contact form on website
Quote requests for services or products
Support tickets and service inquiries
Newsletter registrations
Event registrations
Individual, customized forms for internal or external processes
Concrete Benefits
All form submissions in one place – no more scattered inboxes
No lead gets lost
Easy assignment and tracking by the team
Complete history of all submissions and their processing
2. Client Relationship Management (CRM)
Problem Solved
Customer data is distributed across various systems and inconsistent.
Features in Detail
Complete customer profiles with all relevant contact data
Status tracking per client, e.g.:
Prospect
Active
Customer
Churned
Lead scoring system to evaluate lead quality and relevance
Assignment of clients to team members – clear responsibilities
Tag management for categorization, e.g.:
Industry
Priority
Campaign origin
Custom fields for industry-specific information
Address management (billing address, shipping address, etc.)
Company & role tracking, e.g.:
Company name
Position
Decision-making authority
Tracking customer value & revenue:
Lifetime Value
Repeat purchases, contract volume
Search & advanced filtering across all customer attributes
Client timeline displaying all interactions and activities chronologically
Client Kanban view for visual management of clients or their tasks
Multiple View Modes
Table View:
Classic list/table view
Sorting & filtering by any columns
Timeline View:
Chronological display of all customer activities
Forms, tasks, meetings, status changes, etc.
Kanban View:
Visualization of clients or client-related tasks by status
Ideal for sales funnels
Detail View:
Complete profile with:
Contact data
Activities
Tasks
Notes
Files
Tags & Custom Fields
Typical Use Cases
Sales funnel tracking – from lead through quote to closing
Existing customer management
Identification of high-value customers
Segmentation by industry, location, or individual criteria
Assignment of customers to sales or account managers
Mapping the complete customer lifecycle from initial inquiry to churn
Concrete Benefits
One central source of truth for all customer data
Better relationship and pipeline management
Transparent sales opportunities and priorities
Foundation for informed, data-driven decisions
3. Task Management & Team Collaboration
Problem Solved
To-do lists, project management, and customer work are disconnected from each other.
Features in Detail
Multiple Kanban boards for different teams, projects, or areas
Individually configurable columns per board, e.g.:
Backlog
To Do
In Progress
Review
Done
Drag & drop organization of tasks between columns
Priorities per task:
Low
Medium
High
Urgent
Status model for tasks, e.g.:
ToDo
In Progress
Completed
Canceled
On Hold
Due dates with overdue warnings
User assignment per task (responsible person, participants)
Task filters, e.g.:
Due today
Upcoming tasks
Overdue
By user
By client
Dependencies and blockers:
Task A blocks Task B
Overview of what needs to be completed first
Subtasks & checklists within a task
File attachments directly to tasks
Comments & collaboration within the task
Recurring tasks for regular activities
Task templates for standardized processes
Bulk operations on tasks (status changes, assignments, etc.)
Task analytics & reporting:
Number of completed tasks
Cycle times
Workload per employee
Swimlane views, e.g.:
By user
By priority
By client
Timeline view for temporal planning of tasks
Quick task capture – e.g., from a global "Quick Add"
Task search & global search (system-wide)
Client-Related Tasks
Tasks can be directly assigned to clients
All tasks of a client visible at a glance
Client Kanban view – display of all client-related tasks by status
Automatic task creation from customer actions, e.g.:
New form submission
Status change
Specific date
Typical Use Cases
Project management for customer projects
Sales tasks – follow-ups, quote tracking, demos
Resource and workload management in teams
Automatically generate tasks from form submissions
Onboarding checklists for new customers
Recurring maintenance or service tasks
Concrete Benefits
Tasks are directly linked to clients – full context
Better team coordination and transparency
Clear view of workload and deadlines
Fewer forgotten to-dos, higher productivity
4. Calendar & Appointment Management
Problem Solved
Calendars are isolated and not connected to clients, tasks, or forms.
Features in Detail
Month view of calendar – classic overview
Creation & management of events:
Title
Date/Time
Description
Assignment to clients or projects
Detail information per event
Date-based filtering of events
Integration with task due dates:
Tasks appear in calendar
Overview of deadlines and milestones
Planning customer appointments directly from CRM
Reminder functions before appointments
Recurring events – e.g., weekly meetings, monthly reviews
Typical Use Cases
Plan customer appointments (calls, meetings, demos)
Track important deadlines and due dates
Organize team events & internal meetings
Keep project milestones in view
Set follow-up reminders
Concrete Benefits
All appointments in one place, linked to clients & tasks
Better time planning and capacity management
No more missed appointments or deadlines
Strong integration with your other business data
5. Workflow Automation
Problem Solved
Manual, recurring activities waste time and are error-prone.
Features in Detail
Visual workflow builder – usable without programming knowledge
Multiple trigger types, e.g.:
Form submission received
New client created
Task completed
Client status changed
Specific date reached
Manual trigger by user
Diverse actions, including:
Send automated emails
Automatically create tasks
Assign users to clients or tasks
Update client status
Add tags to clients
Send notifications
Trigger webhooks (integration with third-party systems)
Build delays between actions
Activate/deactivate workflows as needed
Multi-step workflows with conditions (Conditional Logic)
Test & debugging functions for workflows
Example Workflows
Form → Lead → Task: When a contact form is submitted:
Create client
Assign to responsible sales team member
Send welcome email
Create follow-up task
Status Change "Customer" → Onboarding: When client status is set to "Customer":
Add tag "VIP" (or appropriate segment tag)
Create onboarding task list
Notify account manager
Process Completion → Status & Notification: When a task is completed:
Check if all tasks of a client/project are finished
Update client status if applicable
Send completion or "thank you" notification
Typical Use Cases
Automated lead qualification
Standardize onboarding processes
Automate follow-up sequences
Attach notifications to important events
Trigger external systems via webhooks (e.g., accounting, marketing tools)
Concrete Benefits
Hours of time saved through automation of routine tasks
Reduction of human errors
Consistent processes, regardless of who's working in the team
Faster response times to inquiries
Improved customer experience through reliable processes
6. User & Role Management
Problem Solved
Missing or unclear access rights, unsecured data, no accountability.
Features in Detail
User account management:
Create users
Edit data
Manage status
Role-based access control (RBAC) with standard roles:
Admin: Full access, including user and settings configuration
Manager: Extended rights for team management and evaluation
User: Standard rights for daily operational work
Individual roles with granular permissions:
Access to specific modules (CRM, Tasks, Forms, etc.)
Read rights/Write rights/Administration rights
User assignment to clients and tasks:
Clearly defined responsibilities
User activity tracking – who did what when?
Password management & reset functions
User status:
Active
Inactive (e.g., for former employees)
Typical Use Cases
Restrict access to sensitive customer data
Clearly define responsibilities in the team
Delegate tasks specifically to certain roles or persons
Release financial information only for specific roles
Integrate external partners or service providers with restricted rights
Concrete Benefits
More security & data protection
Clear responsibilities in the team
Traceability through activity log
Flexible rights management that grows with your company
7. Dashboard & Analytics
Problem Solved
No central overview – everyone works blindly.
Features in Detail
Real-time dashboard with the most important metrics
Key metrics at a glance, including:
Number of submissions today
Number of unread submissions
Total number of clients
Tasks due today
Overdue tasks
List of recent form submissions
Overview of upcoming tasks
Quick access to important areas (e.g., "New Task", "New Client", "New Workflow Rule")
Customizable dashboard widgets (depending on configuration)
Typical Use Cases
Daily business overview in the morning
Identify urgent to-dos
Roughly assess team performance
Observe lead volume and development
Make decisions based on current metrics
Concrete Benefits
Immediately visible what's important today
Quick prioritization of tasks and leads
More transparency and control options
Productivity boost through clear view of everything relevant
8. AI-Powered Insights
Problem Solved
Opportunities and risks are hidden in the data but hard to recognize.
Features in Detail
Predictive analytics – predictions based on historical data
Lead scoring predictions – AI-supported assessment of which leads are likely to convert
Revenue forecasting
Trend analyses – identifying patterns over time
Intelligent action recommendations (Smart Suggestions)
Integrated AI assistant (Chat):
Ask questions about data
Request evaluations and summaries
Pattern recognition in customer behavior
Opportunity identification – e.g., up-selling, cross-selling, at-risk customers
Typical Use Cases
Identify high-value prospects
Recognize customer churn risk
Revenue planning & forecasting
Identify trends in form submissions, inquiries, and topics
Get recommendations for next steps in sales or service process
Concrete Benefits
Smarter decisions instead of gut feeling
Focus on high-value opportunities
Reduce churn before it happens
Increase revenue through better prioritization
9. Notifications & Alerts
Problem Solved
Important events get lost in daily routine.
Features in Detail
Real-time notification center
Count of unread notifications
Various notification types:
New form submissions
Tasks due today
Overdue tasks
Client status changes
Workflow triggers (e.g., automated actions)
"Mark as read" – individually or collectively
Notification dropdown in header
Email notifications for important events
Priority-based notifications (depending on configuration)
Typical Use Cases
Don't miss any new lead
Always know what's due today
Immediately notice when important client status changes occur
Keep team updates and workflow events in view
Concrete Benefits
You always stay informed
Fast response times to inquiries
Better customer service
More efficient team communication
10. Communication Tracking
Problem Solved
Lost conversation histories, missing context, isolated emails.
Features in Detail
Complete communication log per client
Tracking of all relevant interactions:
Emails sent/received
Phone calls (logs/notes)
Meetings
Notes
Form submissions
Chronological communication history
Search in past communications
Ability to link communications with tasks
Typical Use Cases
Complete customer history for sales & support
Review of previous conversations, commitments, agreements
Follow-up on follow-up obligations
Onboarding new team members with context – all info in one place
Concrete Benefits
Full context in every customer interaction
Better service because nothing gets lost
No knowledge silos – teams can collaborate seamlessly
Stable customer relationships even with staff changes
11. Notes & Documentation
Problem Solved
Important info is on sticky notes, emails, separate documents.
Features in Detail
Notes directly on clients
Notes directly on tasks
Rich text support:
Formatting
Lists
Links
Note history – who documented what when?
Search function across all notes
File attachments to notes (e.g., protocols, PDFs, images)
Typical Use Cases
Document customer preferences
Store meeting notes in structured manner
Record important internal info for the team
Project documentation right where it's needed
Concrete Benefits
Central knowledge base for clients & projects
Important details are easily retrievable
Transparent collaboration in the team
Knowledge preservation even with staff turnover
12. File Attachments & Document Management
Problem Solved
Files are scattered across email threads, local drives, and cloud folders.
Features in Detail
File attachments on clients:
Contracts
Quotes
Documents, presentations, etc.
File attachments on tasks:
Briefings
Work documents
Reference material
Central file management within the system
File preview (depending on file type and configuration)
Structured filing by client, project, task
Typical Use Cases
Centrally store customer documents
Link project files directly with tasks
File sharing in team via platform
Document management without separate system
Concrete Benefits
All relevant files in one place
Quick finding of documents
Better organization of documents
Secure storage, coupled with access rights
13. Tags & Categorization
Problem Solved
Unclear data volumes, missing structure, difficult filtering.
Features in Detail
Tags for clients
Tags for tasks
Tags for submissions
Arbitrary, user-defined tag creation
Filtering by tags – on all levels
Central tag management (rename, delete, merge)
Typical Use Cases
Tag customers by industry
Mark priorities via tags
Mark project types or campaigns
Enable quick filtering and segmentation
Concrete Benefits
More structure and order in your data
Quick retrieval of relevant entries
Flexible categorization that adapts to your business
More efficient workflows through targeted filtering
14. Custom Fields
Problem Solved
Standard fields aren't sufficient to cover industry-specific requirements.
Features in Detail
Creation of custom fields for clients
Various field types, e.g.:
Text
Number
Date
Dropdown
Boolean / Checkbox
Possibly other specialized types
Management of custom fields – add, edit, remove
Filtering by custom fields in lists and views
Ability to map industry or company-specific data
Typical Use Cases
Industry-specific information such as:
Contract terms
Customer segments
Machinery/equipment count
License models
Store individual KPIs
Adapt platform exactly to your business logic
Capture special data points for own reports
Concrete Benefits
Maximum flexibility in data structure
Platform adapts to any industry
Foundation for customized evaluations
Complete mapping of your reality in the system
15. Global Search
Problem Solved
Information is in the system – but hard to find.
Features in Detail
System-wide search across:
Clients
Forms
Submissions
Tasks
Notes
Fast, fuzzy search
Search suggestions while you type
Accessible from anywhere (e.g., in header)
Typical Use Cases
Find a specific client in seconds
Locate concrete submission or inquiry
Find tasks on a topic
Dig up past notes
Concrete Benefits
Enormous time savings
Never again: "Where was that?"
More productivity through quick navigation
You don't lose information in the data ocean
16. Activity Timeline
Problem Solved
Unclear what happened when and who made which changes.
Features in Detail
Complete activity history in system
Timeline view of all actions, e.g.:
Created / Edited / Deleted
Status changes
New notes
New tasks
Task completion
New form submissions
Filter by activity type
Client-related timeline – all activities for a client
Task-related timeline – history per task
Typical Use Cases
Audit trail for internal or external requirements
Track changes – who did what when?
Better understand customer history
Keep team activity in view
Concrete Benefits
Maximum transparency in system
Accountability in team
Better understanding of processes and relationships
Reliable history for later analyses
17. Settings & Customization
Problem Solved
Inflexible systems that don't fit your company.
Features in Detail
General application settings
Email configuration (SMTP):
Sending via own mail servers
Professional sender addresses
Notification settings:
Which events trigger emails?
Which notifications appear in system?
Theme selection:
Light
Dark
System (automatic)
Language selection:
English (default)
German
Polish
Time zone settings
User-specific preferences (e.g., view, filter, sorting)
Typical Use Cases
Adapt platform to corporate design
Set up email notifications for specific roles
Fine-tune workflows and notifications
Personalized use per user (language, theme, etc.)
Concrete Benefits
High flexibility in configuration
System adapts to your company and team
Better user experience through personalization
Professional, brand-compliant appearance
18. Data Export & Reporting
Problem Solved
Data is locked in the system and difficult to evaluate externally.
Features in Detail
Export of client data
Export of form submissions
Export of tasks
Creation of individual reports (depending on configuration and filter)
Various output formats (e.g., CSV, Excel – depending on implementation)
Typical Use Cases
Management reports on customers, leads, performance
Data export for external analyses (e.g., BI tools, Excel)
Backups of important data
Share data with stakeholders or partners
Concrete Benefits
Easy access to your data
Create meaningful reports
Data sovereignty – no data silos
Foundation for business intelligence & controlling
19. Mobile-Responsive Design
Problem Solved
Business doesn't only happen at the desk.
Features in Detail
Fully responsive design – optimized for all screen sizes
Use on smartphones, tablets, and desktops
Touch-friendly interface
Mobile-optimized views for core functions
Planned offline capabilities (offline functionality in preparation)
Typical Use Cases
Check or adjust tasks on the go
Quickly look up customer data before an appointment
Receive and act on notifications on mobile
Team leadership and project management outside the office
Concrete Benefits
You can work from anywhere
Always stay connected to your business
More flexibility for you and your team
Constant productivity, even on the move
20. Multilingual Support
Problem Solved
Internationally working teams or clients with different language needs.
Features in Detail
Multilingual interface:
English (default)
German
Polish
Easy language switching in settings
Persistent language preference per user
Typical Use Cases
International teams with employees in multiple countries
Companies with multilingual customers
Localized user interface for different markets
Improved usability for non-English users
Concrete Benefits
Barrier-free use for international teams
Better user experience through native language
Global deployability of platform
Stronger team inclusivity
Practical Examples: How the Platform is Used Daily
1. The Small/Medium Business Owner
Challenge: Contact forms on website, quote requests, customer communication, and task management are distributed across email, Excel, and various tools.
Solution: All forms flow into the platform. Leads automatically become clients, tasks are created, and the entire process from first inquiry to invoice remains in one system.
Result:
5+ hours time savings per week
No more lost leads
Better maintained customer relationships
2. The Sales Team
Challenge: Leads come from many sources (forms, campaigns, referrals). Pipeline transparency is missing, tasks and follow-ups are confusing, performance measurement is difficult.
Solution: All leads are captured in the central CRM. Tasks are directly linked to clients, the pipeline is displayed in Kanban views, follow-ups run partially automatically via workflows.
Result:
30% higher conversion rate (example value)
Better team coordination
Faster response times to inquiries
3. Service Company / Service Operation
Challenge: Customer inquiries come via email, tasks are managed separately, calendar is not connected to customer history, support cases are difficult to track.
Solution: All service requests are captured as submissions, from which tasks are created, each assigned to a client. The calendar shows meetings, deadlines, and service appointments, while the communication history provides complete context. Automated workflows support standard processes.
Result:
Better customer service because all info is available
Faster response times
Complete context per customer case
Higher customer satisfaction
4. Marketing Agency
Challenge: Many clients, many projects, many forms (landing pages, campaigns), project management and reporting happen in separate tools.
Solution: All form submissions from client projects are collected centrally, per client there are Kanban boards and task lists, the dashboard provides overview, and reports can be provided to clients via export.
Result:
More transparency for agency and client
Streamlined processes in projects
Professional, data-driven reports
More satisfied clients through clarity and structure
Summarized Main Benefits
1. Time Savings
No more tool switching – everything in one system
Automated workflows that handle routine tasks
Fast global search to find everything in seconds
Bulk operations to edit many entries simultaneously
2. Better Organization
Centralized data storage – no islands and silos
Linked information – clients, tasks, forms, files, all connected
High transparency – you always see what's important
Flexible views – table, timeline, Kanban, swimlanes
3. Higher Efficiency
Automated processes reduce manual effort
Targeted notifications prevent things from being overlooked
Structured task management with priorities & deadlines
Team collaboration directly in the tool
4. Data-Driven Decisions
Dashboard & analytics show you the situation in real-time
AI insights support predictions and prioritization
Complete history & activity timeline
Export functions to transfer data to external systems or reports
5. Cost Reduction
One system instead of many individual solutions → fewer subscription costs
Less time wasted → more productive hours
Fewer missed opportunities → better conversion
Fewer errors through automatic processes
Who is This Platform For?
Small and Medium-Sized Businesses (SMBs)
Concentration of multiple tools into one solution
Professional client management without enterprise complexity
Quick implementation, intuitive use
Scalable with growing company
Sales Teams
Full pipeline transparency
Automated lead processing
Clearly structured task management
Measurable performance based on real data
Service Providers & Service Companies
Central management of all inquiries, tickets, and projects
Connection of tasks, calendar, clients, and communication
Complete customer documentation
Structured onboarding and service processes
Marketing Agencies
Management of forms & campaigns for multiple clients
Project organization with Kanban, tasks, and deadlines
Reporting & exports for client presentations
Efficient teamwork on client and project level
Any Business with Forms
Whether contact, support, inquiry, registration, or more
Forms become entry points into your CRM
Lead management, task distribution, and workflows in one piece
Conclusion: One Platform Against Tool Chaos and Data Fragments
This platform was developed to solve the core problem of many modern businesses:
Fragmented tools, scattered data, inefficient processes.
Instead, you get:
✅ All forms in one central place ✅ Full-featured CRM for customer relationships ✅ Comprehensive task and project management ✅ Calendar & appointment planning closely linked to clients & tasks ✅ Powerful workflow automation ✅ User & role management for security & structure ✅ Dashboards, analytics & AI-powered insights ✅ Modular architecture, multilingual, responsive, extensible
The platform is:
Modular – you use what you need and can expand anytime
Independent of database and backend – integrable into your IT landscape
Brandable & multilingual – fitting your company
Future-proof – with focus on automation & AI support
Result:
Less chaos. More focus on what really matters:
Building relationships
Delighting customers
Increasing revenue
Growing your business sustainably
If you're ready to replace your scattered business tools with a unified, modular platform, this solution offers you all the building blocks – from form management through CRM and tasks to automation and analytics – in one integrated system.
