Handle hundreds of requests as if by magic!
Joinpoints combines the most important functions for your project management in one tool! Save yourself cost-intensive stand-alone solutions.
Our approach
Functions that provide daily support in everyday life+1,300 teams rely on us
Faster processing with scalable workflows.
From the request to the goal: your project management on autopilot and clearly visualized.
Your projects are carefully organized in a simple and clear way, from the request to the invoice. You determine the design of your view.
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Automatic import of your emails and online forms: Use our AI functions directly to categorize your requests.
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Save the most important key data for each request/project. Write comments, e-mails and attach a variety of documents.
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You determine the steps that each request/project goes through at the right time. With one click, you can add automatic e-mail dispatch or generate PDFs.
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With Joinpoints, you can search through your projects and data using a wide range of filters. Our tool adapts directly to your requirements.
Group your projects according to deadlines and status - just as you wish. Controlled overview of hundreds of orders at the same time.
For a better forecast and overview, Joinpoints adds up your numbers depending on the grouping.
For example, you can group sales per month or display payment plans for each week.
Plan important milestones in our calendar. Dates and schedules are visualized directly from the project into the calendar.
Plan appointments for your projects directly in our calendar view.
Determine which quick information you would like to have for your appointments. Edit project details directly from the calendar.
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Order overview
Keep track of all projects, requests and tasks.
Offers
Create your offers automatically with just a few clicks.
Invoices
Turn your quotes into invoices and track the payment status.
CRM
Manage customer contacts, interactions and important information centrally.
Quality and safety that convinces
Online forms
Your own online forms
for your inquiries
No IT knowledge, no interface – you create forms for your project management as easily as with PowerPoint.
From inquiries to the completion of projects – be interactive with your customers.
AI-supported project recording
Like magic only betterCreating a project has never been easier.
Projects on autopilot:
How scalable processes work
With one process, you also control the 1001 project according to the same pattern and quality.
You decide what should happen when and when in your project workflow with just a few clicks:
Send the right emails at the right time or assign tasks to employees.
You can control all your requests with one workflow.
Like a construction kit, we provide you with countless automation options. You decide when to use which ones in your process.
Choose from the categories: Communication, AI, Sequence control, Change project data and Custom automations.
Access all the key data for your projects and use it to control your process. This allows you to add conditions such as approvals only from 10,000 euros or a specific project category.
Also use our AI conditions for more complex decisions, e.g. whether the SMS should only be sent on a public holiday.
Distribute suitable tasks, reminders and checklists at the right time in your process. These are automatically added to your employees' to-do lists. Also add documentation so that new colleagues can get to grips with your process more quickly.
Simple automation designer
Optimize complex processes in just a few clicks to create simplified digital project workflows. With the super simple no-code workflow designer, your process can be automated in a flash.
AI for your team
Artificial intelligence! But how? Our AI automates individual steps: for example, Joinpoints can scan your emails, read PDFs and automatically prepare project information.
Automatic work steps
30% faster processing of your requests & projects. Flexibly integrate work simplifications into your processing via our Designer. Save yourself and your customers valuable time.
The advantages of automation
Popular automations
Select specific accelerators for your process from a range of options.
E-mail dispatch
Automate communication with external persons & customers. Send e-mails that you have stored and that are filled with your project data.
Create PDFs
Let Joinpoints generate your pre-designed PDFs based on your project data and send them directly to customers and employees. Perfect for reports, offers, contracts, etc.
Send SMS
Send your predefined text messages to customers or partners at the right time and keep them up to date.
Automatic checklists
Task deadlines are automatically calculated and passed on to employees. No more steps are overlooked.
Read/categorize e-mails
Thanks to our AI features, you can have requests that arrive by e-mail read out directly by our AI.
Notifications for colleagues
Control notifications between departments and minimize downtime by 90%. Automate communication between employees & teams.
Save even more time with our integrated AI functions
Our AI takes over routines, sorts requests and keeps your data up to date – for clear processes, better decisions and up to 40 % more efficiency in sales, support and back office.
Task management
Workflow management merges seamlessly with task management.
Task list 3.0
To-do lists have never been so easy
Joinpoints creates your individual task list every day thanks to digitalized workflows.
Forgetting tasks or overlooking deadlines is now a thing of the past.
Task Management 3.0
Finally you know today what you have to do tomorrow!Your tasks are organized and planned for you
Communication:
the key to the success of your projects
Easily save project data, contact lists, master data and more in Joinpoints.
Detailed and personalized detailed view for each individual project. From individual fields (key data) to an extensive timeline.
The most important facts and the current status are immediately available for every project. You can also access everything conveniently when you're on the move.
What do you want to save about your projects? Do you want data from sales, information for order processing or for the field service? Why not all in one?
Flexibly design your own mask for projects.
Write comments, add images or documents or save entire e-mails. An always up-to-date project status is guaranteed.
Connect contact data for your projects with our integrated CRM. All relevant information can be called up directly with one click and stored centrally.
Save hundreds of photos, documents and more for your projects. Create your own folders and share them directly from Joinpoints via a link.
Easily share entire folders with photos and files with your customers or partners. Collaboration made easy.
With Joinpoints’ integrated CRM, you have all customer and company information centrally in one place at all times.
In Joinpoints, both companies and the associated contact persons can be created, linked together and used directly for projects.
Discover all features Use the Connect portal to give customers or partners targeted access to content – including for direct project exchange.
Connect your existing tools with just a few clicks
Office 365
We have an official Microsoft interface and offer the connection of your e-mail accounts.
IMAP e-mails
Import your IMAP emails directly into your projects and contacts.
GMail
Import your GMAIl mailbox directly into your pipelines and projects.
Zapier
Individually connect over 3,000 other cloud tools with Joinpoints.
Google Calendar
Transfer important project dates directly to your team's calendar.
Import/Export
Import your data directly as CSV. Design your own export templates for your individual Excel.
Twilio SMS
Send personalized SMS to your customers & partners via Twilio.
REST API
Use our API to connect individual apps to Joinpoints.
Webhooks
Joinpoints triggers functions in your apps at individual times.
Even more possibilitiesAdditional features for you
Record the time spent on your projects with just one click. You can transfer these directly to your invoice and add hourly rates.
You can simply start time recording directly in the project in which you are working. This way, it is assigned directly to the project and an invoice can easily be created from it later.
Create a quote directly from the project – all project information is automatically transferred and your quote is ready to send with just a few clicks.
Save hundreds of photos, documents and more for your projects. Create your own folders and share them directly from Joinpoints via a link.
Cloud in Austria
Secure and central
in one place
Enjoy maximum security for your projects and processes. Access it worldwide and at any time via any browser and device.
100% climate-neutral service
We make green digitalization possible!
Our data centers run on 100% energy from hydropower. With Joinpoints, you create sustainability for your business and for the environment.
Onboarding service
Start together - with perfectly set up processes
We support you personally during onboarding, set up joinpoints together with you and help you to map your processes optimally. So you’ll be ready to go from day one – with clear processes that suit your company.