Manage technical consultations, calculations and offers in one system.
Proklix combines equipment catalog, engineering checks, bundle pricing and approval routing in one sales workflow.
Activity
New technical request
Engineering review started
Offer is being calculated
Approval pending
Telegram notification sent
Problem: consulting, pricing and offers are disconnected.
Long technical consultation cycle
Questions get lost between engineer and sales rep.
Bundles are calculated manually
Excel-based specs lead to proposal errors.
Weak margin control
Discounts are agreed verbally without clear audit.
Offer versions get mixed
Team is unsure which proposal version went to client.
Leadership sees issues late
Margins and approval stages are not centralized.
Client response is delayed
Specification checks and calculations take too long.
What does Proklix build for equipment sales teams?
Catalog with predefined bundles
Products, compatibility and package logic in one place.
Request → calculation → approval flow
Engineer, sales rep and manager work in one route.
Technical request cards
Specifications and consultation history per lead.
Offer versioning
Every offer version and change is tracked.
Telegram notifications
Fast updates on technical and approval stages.
Margin guardrails
Discounts cannot move forward without approval.
Manager dashboard
Margins, cycle speed and stalled opportunities are visible.
Project history
All offers and communications by client are centralized.
Example: from technical request to client offer
Which processes can be digitized?
Technical consultations
Question routing and engineering response tracking.
Bundle calculations
Standard and custom package pricing.
Commercial offers
Versioning, approvals and send logs.
Margin approvals
Discount and condition control workflows.
Client project history
Full archive of offers and decisions.
Engineering tasks
Technical review queue and deadlines.
Management oversight
Margin and conversion analytics.
Project documents
Specifications, offers and files in one card.
Before vs after
Before
- Scattered messages across Telegram chats
- Excel is not updated consistently
- Tasks live in people's memory
- Managers learn too late
- Client responses are delayed
After
- Every inquiry enters the system
- An owner is assigned
- Every stage is tracked
- Telegram notifications are active
- Managers see real-time status
First step: free process review
We review your consultation, calculation and approval flow and propose the fastest path to automate the bottlenecks.
Also relevant for other sectors
Bring control to your equipment sales process.
Manage consultations, calculations, offers and approvals in one dashboard.