The Platform

Six 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.

Module 01

CRM & Sales

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
iNTAkt CRM module showing customer pipeline, offers, and sales tracking
Module 02

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
iNTAkt project management showing active projects with margins and resource tracking
Module 03

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
9:41● ● ●
Work Order Details
Security System Installation
In ProgressHigh
BasicAssignLinksMaterialLabor
Basic Information
Order NumberWO49348
WarehouseStorage Facility
TechnicianM. Weber
Dates
Created25.02.2026
Start Date28.01.2026
Due Date28.01.2026
▶ In Progress
More
Module 04

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
iNTAkt warehouse module showing multi-warehouse stock levels with real-time availability
Module 05

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
iNTAkt procurement module showing purchase orders with approval workflow
Module 06

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
iNTAkt analytics dashboard with revenue, margins, and operational metrics
The Differentiator

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.

CRM
Projects
Work Orders & Tasks
Warehouse
Procurement
Analytics

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.

See It In Action

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)

Typical onboarding: 2–4 weeks. No consultants required.