Ten modules. One connected system.
Every module in InTakt feeds the next. An accepted offer becomes a project. A project generates work orders and tasks. Work orders and tasks consume materials. Materials trigger procurement. Analytics report on all of it, in real time.
CRM & Pipeline
From first contact to signed contract, with margin visibility at every step.
Real-World Scenario
A potential customer calls about an HVAC installation. Your sales rep opens InTakt, sees the full history: past offers, completed projects, outstanding quotes. She creates a new offer in minutes: material costs from the current pricelist, labor estimates, and a calculated margin of 26.3%. When the customer says yes, one click converts it into a live project with work orders and material reservations already in place.
- 360° customer view - contacts, addresses, communication history, linked projects
- Offer lifecycle - draft, sent, negotiation, accepted, rejected with full version history
- Automatic margin calculation on every quote line
- One-click offer-to-project conversion, no re-entry of data
- Customer grouping and pricelist management
- Delivery notes and invoice generation linked to projects
Project Management
Revenue, cost, and margin, tracked per project, updated in real time.
Real-World Scenario
Tuesday morning. You open the project dashboard and see 23 active projects. One is flagged amber, the electrical refit at Warehouse B consumed 18% more materials than quoted. You drill in: 4 additional copper fittings pulled yesterday against work order WO-2841. The margin has dropped from 24% to 19.1%. You catch it now, not 6 weeks later when the invoice goes out.
- Per-project P&L - planned revenue vs. actual costs, updated with every transaction
- Resource linkage - assign employees, equipment, and materials to projects
- Deadline monitoring with status indicators
- Document attachments - contracts, drawings, site photos
- Linked work orders, material requests, and delivery notes per project
- Project-level analytics - labor hours, material spend, margin trajectory
Work Orders & Tasks
From full work orders to lightweight tasks, structured execution at every level, from any device.
Real-World Scenario
A technician arrives at the Müller Office for an AC unit replacement. He opens InTakt on his phone, sees work order WO-2847 with the full material list and site notes. He logs 3 hours 45 minutes of labor, confirms 2 compressor units consumed, and closes the work order. On the way out, he notices a damaged vent cover, he speaks into his phone to create a follow-up task: “Replace vent cover, corridor B, second floor.” The task is assigned, tracked, and visible to the project manager within seconds.
- Unlimited work order types via templates - service, production, internal, complaint, or any custom type
- Custom templates with dynamic fields per order type
- Time tracking with automatic labor cost calculation
- Tasks - lightweight operational actions with lifecycle control, assignable to individuals or teams
- Task creation via text or speech-to-text, no typing required in the field
- Tasks linked to projects, work orders, or business partners, or standalone
- Material requests from both work orders and tasks - same engine, same traceability
- Mobile-first with full desktop parity
- Per-assignee accountability - seen, accepted, started, completed timestamps
Warehouse
Multi-warehouse inventory with deterministic accuracy, not spreadsheet guesses.
Real-World Scenario
Your warehouse manager opens the morning dashboard. 847 active SKUs across 2 warehouses. Copper pipe 15mm: 340 physical, 47 reserved against active work orders, 293 available. Not a guess, a deterministic calculation. A min-stock alert flags 3 items below threshold. She taps “Create Purchase Request” and the procurement team gets notified before the shortage becomes a project delay.
- Multi-warehouse with zone and bin location support
- Deterministic stock model - Available = Physical − Reserved
- FIFO and weighted average cost (WAC) valuation methods
- Batch, lot, and serial number tracking
- Segmented inventory counting by warehouse zones
- Mobile barcode scanning for receipts, transfers, and stocktaking
- Min-stock alerts with automatic reorder suggestions
- Transfer notes between warehouses
Procurement
Controlled purchasing, from automatic triggers to approved purchase orders.
Real-World Scenario
Monday morning. Copper pipe 15mm drops below the minimum threshold of 100 units. InTakt generates a replenishment request, groups it with 2 other low-stock items from the same supplier, and routes the purchase order to the operations manager for approval. She reviews, approves with one click, and the PO is sent. When the delivery arrives Thursday, partial, 80% of the order, the warehouse team scans in the received items. Stock updates. The remaining 20% stays open as a pending delivery.
- Min-stock triggers with automatic replenishment requests
- Approval workflows configurable by amount threshold
- Supplier grouping - multiple items consolidated into single POs
- Partial delivery handling - open, partial, complete tracking
- Purchase order lifecycle with line-item detail
- Receipt-to-stock automatic inventory movement
- Supplier performance tracking
Wholesale
B2B sales from offer to payment, each document born from the previous one, with no re-entry.
Real-World Scenario
A customer accepts a quote for 240 boxes of fittings. One click turns the quote into an order, same line items, no retyping. The warehouse ships 180 boxes right away, and the remaining 60 stay open on the order. The delivery note becomes an invoice, and the invoice an eInvoice, ready to send to the customer. An advance the customer paid earlier is deducted automatically on the final invoice. When the customer nears their credit limit, InTakt flags it before the next order goes through.
- The full sales flow - quote, order, delivery note, invoice and eInvoice, each from the previous one
- A quote becomes an order in one click, with no re-entry
- Partial deliveries - ship part now, the rest stays open on the order
- Advance payments are deducted automatically on the final invoice
- eInvoice ready to send, plus batch-invoicing several deliveries at once
- Automatic checks when issuing an invoice (customer, VAT, type of supply)
- Credit limit - a warning when a customer has too many open or overdue invoices
- Reversals, credit notes and returns, always linked to the original invoice
Retail
Pricing, calculations, promotions and till monitoring for all your stores, in one place.
Real-World Scenario
A goods delivery arrives. In the costing you enter the margin you want and the price is calculated for you (or the other way around), and landed costs are spread automatically. You launch a promotion on one item: the new price applies at the till, the other items stay untouched. When the VAT rate changes, you first see what will happen, then decide in one move whether to keep the shelf price or the margin. All the while, Till Monitoring shows turnover per till and how many receipts are still awaiting a JIR.
- Stores, tills and cashiers, each with their own permissions
- Catalogue and prices - barcodes, retail price, VAT rate, deposit refund
- Costing - enter the margin, get the price (or vice versa); costs are spread for you
- Every price change is recorded
- Change the VAT rate in one pass, choosing: keep the shelf price or the margin
- Promotions and discounts by item, group or store
- Live till monitoring - turnover and receipts still awaiting a JIR
- For selling plant-protection products: connected to the state system (FIS)
- Everything syncs automatically with accounting and the warehouse
POS
A till that works even without internet: the receipt is signed locally, the JIR arrives once the connection is back.
Real-World Scenario
The internet goes down mid-Saturday. The cashier keeps selling as if nothing happened, each receipt gets a local signature (ZKI) and the next number in sequence, prints and is paid, and waits in a local queue. When the connection returns, InTakt fetches the JIR for each receipt, and the law allows two working days for that. At the end of the shift the Z report shows expected, counted and difference, and closes the day for good.
- Works even offline - the receipt is issued and paid right away, the JIR arrives when the connection is back
- Local receipt signing (ZKI) and QR code, certificate kept on the device
- Shift, float and cash, X and Z reports with over/short control
- Fiscalization built in - ZKI now, JIR later, eInvoice from retail
- Statutory cash-payment limits are checked automatically
- Journal, returns and reversals, all linked and traceable
- Works with receipt printers, cash drawer and scale
- Desktop, web and tablet (Windows and Android)
Accounting
Turnover from wholesale, retail and the till is posted automatically, by your rules, so the bookkeeper reviews instead of retyping.
Real-World Scenario
The bookkeeper retypes nothing in the morning. Invoices from wholesale and daily retail turnover are already posted, by the posting rules you set up in advance. You import a bank statement and the system proposes which payment settles which invoice. The VAT return fills itself from documents already posted. You correct a mistake with a new entry and an approval, the original stays untouched, and nothing can be changed silently. Instead of data entry, the day goes to review.
- General ledger - journal, cards, trial balance, period locking
- Subledgers - incoming and outgoing invoices, aging, offsets, interest, reminders
- Bank - statement import, automatic payment matching, payment orders (SEPA)
- The VAT return fills itself, with a review before submission
- Fixed assets - register, depreciation, disposal
- Reports - P&L, balance sheet, cash flow and more, ready to export
- Statistics - Intrastat and central-bank reports
- No need to drop your external accountant right away - data exports ready for posting
Analytics
Management dashboards and employee views, every role sees what matters.
Real-World Scenario
Friday afternoon management review. Revenue this quarter: €847K, 12% ahead of plan. Average project margin: 24.3%, up 3.1 points from last quarter. Stock turnover ratio: 8.2x. Two projects flagged for margin erosion, both traceable to material price increases on specific supplier lines. Every number is live. No one spent hours building a report in Excel.
- Management dashboards - revenue vs plan, margin distribution, stock turnover
- Employee view - real-time task assignments, work order queue, time logged today
- Inventory analytics - ABC classification, dead and slow stock detection
- Project analytics - margin trajectory, labor utilization, cost breakdown
- Clearance recommendations with exportable pricelists
- CSV and Excel export for accountant-ready data
Every module feeds the next. Nothing falls through.
Most companies run their operations on 5 disconnected tools. InTakt connects the entire cycle, from first customer contact to final invoice, in one deterministic system.
Deterministic stock
Available = Physical − Reserved. No heuristics, no stale data. When the system says 47 units, you have 47 units.
Zero re-entry
Data entered once flows through the entire chain. Offer accepted? Project created. Materials requested? Stock reserved. Work order closed? Costs calculated.
Real-time margins
Every transaction updates the project P&L. You see margin erosion while you can still act on it, not 6 weeks later on an invoice.
Ready to connect your operations?
We’ll walk you through InTakt using your actual workflow: your materials, your project types, your team structure. If there’s a fit, you’ll see it. If not, we’ll tell you.
Download the full platform overview (PDF)
Modular rollout, start with what matters most.