- Sales + project management
The booster for your order processing
Clearly manage 100+ orders simultaneously -
More than 30% scaling and smooth order processing
through standardized project management.
Perfect for project-based
services and productions.
Joinpoints + AI
Discover our new AI-based automations for +40% more efficiency.
Automatically classify emails & requests:
- 40% more time for sales
- Automatically categorize acquisition emails
- Classify buying interest automatically
Clearly serving the high demand
On time for success: Keep track of the big picture and manage your orders clearly in just one tool, from inquiry to
billing.
Visual project pipeline for transparent control
360° overview of 100+ orders simultaneously
Project status immediately visible
You too can speed up your order processing+1,300 teams already rely on Joinpoints
Customer, sales, project management in perfect synergy!
Say goodbye to unnecessary emails. Joinpoints automatically takes care of the communication between all parties involved.
- Seamless transfer of customer requirements, images, etc.
- Automatic documentation of e-mails in individual projects
- Customer & partner portal for easy collaboration
Process more orders in the same time with automation + ensure quality.
Create a process for all orders in just a few minutes and add automations without any IT knowledge. Avoid tedious reworking and reduce the error rate.
- Automatically send personalized emails
- Create automatic PDF documents
- Storing approvals & checklists
Manage project tasks automatically - for performance on a new level.
Joinpoints optimizes task management for smooth project execution. Project to-dos are automatically sent to those responsible and reminders are set.
Intelligent delegation of tasks to team members
Standardized checklists that think for themselves.
Control projects simply by ticking off tasks.
Manage inquiries with ease: We get your sales up to speed
Focus on sales, while Joinpoints takes care of communication, documentation and reminders.
- All communication simply documented
- Convert emails into orders using drag & drop
- Connect contact forms directly to the sales pipeline
Quotation and invoicing
Easily create quotes, order confirmations, invoices and more for your orders automatically.
- Use templates with a product database
- Directly connected to the integrated CRM
- From quote to invoice in just a few clicks
Interfaces
Simply link Joinpoints to your calendar, your e-mail account or run the system via your own API.
- Connect over +3,000 other tools via Zapier
- Import & export Excel
- Integrate your emails (Office 365, Gmail, IMAP)
- Integrate your Google Calendar
- Rest API interface
- Office 365 Outlook
- SMS via Twilio
Function matrix
- 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