Discover the #1 tool for process-based projects.
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.
Put an end to chaos in Excel, email & cloud:
From scattered information to a clear structure – with Joinpoints you can find everything in one place.
Your projects are carefully organized in a simple and clear way, from the request to the invoice. You determine the design of your view.
Discover all features 
Automatic import of your emails and online forms: Use our AI functions directly to categorize your requests.
Discover all the features 
You decide how you want to present your variety of projects & requests.
Discover all the features 
Save the most important key data for each request/project. Write comments, e-mails and attach a variety of documents.
Discover all the features 
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.
Discover all the features Pipeline view for a full overview of your projects
With our 360° approach, you have an overview of all customer inquiries at all times and can concentrate fully on your work.
Quality and safety that convinces
Project list for planning - priority, status, deadline under control
In the list view, you can group your customer inquiries and projects flexibly according to priority, status or deadline.
Automations and checklists - get more done, work less
Automations allow you to complete repetitive tasks on time and reliably, without manual intervention. You can also store a checklist for each step so that nothing is overlooked.
Organize your tasks - without overlooking anything
Joinpoints creates your individual task list every day thanks to digitalized workflows, so you always know exactly what is due.
Digitize documents at the touch of a button
Simply take photos of invoices, business cards or documents with your cell phone. Our system automatically reads the data and assigns it directly to your CRM and workflow.
+1,300 teams rely on Joinpoints
- Sales + order processing
Includes:
The central customer database for your company:
- Contact details for your customers & partners always to hand
- Automatic e-mail logging for greater traceability
- Documentation of telephone calls etc.
- directly linked to orders, invoices and quotations
- Plan tasks & reminders for sales
Less administrative work, more time for your business – Joinpoints automates and controls recurring workflows:
- Perfect for scaling your business
- handle recurring processes, e.g. for projects
- Standardized tasks & checklists
- Automatic distribution of tasks within the team
- Automated e-mail dispatch
Maintain an overview and control of your requests and orders. Joinpoints offers you the perfect support:
- 360° overview of all new requests and current orders
- Pipeline view for perfect control
- Overview from sales to the final invoice
- Transparent documentation
- Uniform communication in the orders
- Set tasks & reminders
- Store documents (photos, PDF, etc.) and notes directly in the order
- Document e-mail traffic automatically in the order
- Send e-mails directly in the order
- Connected to the CRM
Joinpoints as the best basis for your further growth:
- Can be linked with over +3000 other tools via Zapier
- E-mail integration
- Connection to Office 365
- Integration of the Google calendar
- SMS integration via Twilio
- Excel Import & Export
- API interface
- Joinpoints Web-Hooks
Whether internal or external communication – Joinpoints helps you to maintain a communicative overview:
- Task management
- Your own to-do list for everyday life
- Team tasks
- Task prioritization and timing
- Joinpoints Connect as a customer & partner portal
- Comments & documentation in projects
- Emoji reaction for quick feedback
- E-mail tracking
Discover how simple and clear your order processing can be.
Test now for 14 days free of charge - no credit card required.