Sales team
Track every signal, lead, next activity and quote without asking “who last spoke to the customer?”
Rakon Flow · sales workflow
From the first signal to delivery — without scattered spreadsheets.
Rakon Flow is a business application for small and midsize B2B teams selling products, services or projects. It connects customers, opportunities, quotes, activities and delivery so the whole team works from the same context.
- Up to 10 users on Free
- No card and no time limit
- Serbian and English interface
flow.rakon.cloud / dashboard
Rakon Flow workspaceCommercial overview
MRActive signals4718 to verify
Open projects6427 waiting for me
Quote value€1.4mopen pipeline
Sales flowlive
1
SignalsNew business opportunity
472
LeadsQualification and RFQ
543
Projects & quotesCommercial work
644
OperationsProcurement and delivery
26Who Flow is for
For teams whose work does not stop at a contact.
When a sale takes several steps, involves several people and must be handed over to operations, a basic directory or spreadsheet quickly stops being enough.
Product & commercial
Connect brands, catalog, vendor pricing, calculations and the quote document to the same project.
Owner & management
See the real pipeline, accountability, deal value and next step — without manually merging reports.
Business system map
Every process stays connected to its data, cost and next step.
The main flow remains subtly visible. Hover a card to reveal only its connections; hold for two seconds to open process details.
Connections outside the main flow appear only for the active card.
Master dataWho, with whom and whatThe same identities and reference data in every process.
Parallel flowProduct and supplyFeeds specification, pricing, quoting and execution.
The catalog feeds specifications, vendor comparison and quotes.Warehouse and license state feed operations and delivery.
Main flowFrom opportunity to collectionLeft → right, without re-entry.
Connective tissueTotal CostPlan, commitment and actual across the full job.
Hold the pointer for two seconds or press Enter for a detailed process view.
Every process has a dedicated guide with steps, outcomes and connected features.Open Flow documentation →
Master dataCompanies and people
Customers, partners, vendors, contacts, decision makers and their roles.
- One Company Wall and relationship history
- Contacts, responsibilities and organization links
- The same customer across marketing, sales, operations and licensing
Brands, vendors and products
Hardware, software, services, licenses, partner levels and ownership.
- Partner status, rebates, funds and targets
- Brand and product-line ownership
- Links to catalog, projects, campaigns and costs
Commercial foundation
Price lists, vendor prices, currencies and customer terms.
- Multiple price lists and customer-specific pricing
- Vendor and sales prices with FX context
- Commercial rules used by pricing and quotes
Operational foundation
Warehouses, locations, Microsoft tenants and available state.
- Multiple warehouses, stock, lots and serials
- Microsoft tenant and CSP customer link
- Operational availability of goods and licenses
Brands and vendors
The source of products, partner programs and commercial rules.
- Vendor accounts and configurations
- Partner levels, rebates and funds
- Product and licensing sources under one brand
Hardware, goods, software and licenses
Different product types share the same commercial context.
- Physical, service, license, bundle and non-stock types
- Packaging, identifiers, BOM and compliance
- Digital entitlement and subscription products
Procurement, feeds, CSP and licensing
Products and prices enter through controlled vendor channels.
- Vendor-feed staging, validation and publishing
- Purchase request, purchase order and goods receipt
- Partner Center/CSP SKU and licensing sync
Product Master and catalog
Items, SKUs, technical data, purchase and sales prices.
- One item from specification through delivery
- Vendor prices, price lists and customer pricing
- Stock or license state next to the same product
Strategic growth and marketing
Strategic signals and campaigns create opportunities in parallel.
- Long-term business-development signals
- Audiences, campaigns and marketing content
- Opportunity origin stays visible through the flow
Lead
A concrete need, customer, budget, deadline and decision makers.
- Discovery, activities, statuses and scoring
- Company, contact and source-signal context
- Project conversion without duplicate entry
Project
Team, activities, vendor inquiry and commercial context.
- Master/child projects and multiple quotes
- Vendor inquiry, quote parsing and cost plan
- Project tasks, documents and ownership
Specification
Items, configurations, quantities and technical requirements.
- Versioned configurations and controlled change
- Import, reorder, lock and restore
- Direct connection to Product Master
Prices and vendors
Vendor quotes, availability, exchange rate and purchase price.
- Multiple vendor responses and active quote version
- Price, availability and term comparison
- FX refresh and a real purchase-cost basis
Quote
Pricing, margin, approval and customer acceptance.
- CPQ, margin and PL matrix
- Versions, Excel/PDF and public accept link
- An accepted quote starts execution
Operations
Procurement or licensing, ownership, payments and documents.
- Quote handoff without re-entry
- Purchase requisition, approval and vendor order
- Vendor/customer payment, audit and status
Goods or license
Warehouse, fulfillment, entitlement and digital delivery.
- Reservations, picking, transfers and delivery
- CSP assignment, entitlement and digital delivery
- Partial or complete line execution
Invoicing
Amount, document, due date and customer-obligation status.
- Customer invoice and linked business event
- Billing snapshot, FX and margin lineage
- Accounting bridge and controlled export
Collection
Payment, job result, margin and renewal.
- Customer payment status and date
- Actual profitability and contribution result
- License renewal or next opportunity
Market development and pre-sales
Campaigns, events, cost per lead, travel, PoC, demo and internal labor.
- Cost by signal, lead, company, brand or campaign
- Event/campaign budget, commitment and ROI
- Travel, hospitality, PoC/demo and labor
Project and quote
Cost plan, vendor inquiry, COGS, commitments, margin and variance.
- Planned, committed, actual and remaining
- Direct project/quote cost and actual matching
- Contribution margin and cost-to-win
Operations and fulfillment
Procurement, inventory, logistics, labor and cost-to-deliver.
- Procurement and warehouse cost events
- Delivery, labor, travel and variance cost
- Cost-to-deliver snapshot and operational variance
Financial result
Collection, Contribution I/II, ROI, overhead and actual profitability.
- Gross margin, Contribution I and Contribution II
- Overhead allocation and actual result
- ROI by project, customer, brand and campaign
One record, full context
The team sees the same story about the customer and the work.
Calls, email threads, notes, tasks, documents and commercial data stay connected to the company and the specific engagement. A new teammate never starts from zero.
- Companies, contacts and hierarchies in one place
- Activities, agenda, email and reminders next to the work
- Clear ownership and a visible next step
- An audit trail of changes and decisions
Project · RFQNetwork infrastructure renewal
Quote in progressOverviewActivitiesQuotesDocuments
CustomerAlfa Soft Ltd.
OwnerMilos R.
Value€48,900
Latest activity
Vendor calculation importedToday · linked to quote OFF-0264
Next customer callTomorrow at 10:30 · owner: Milos R.
Email thread linked to project2 days ago · 6 messages
Tools for the full commercial job.
From everyday CRM work to complex quotes and post-sale delivery — in one workspace.
Signals and leads
A clean sales intake, statuses and qualification before the team invests its time.
- S0–S3 signal flow
- Discovery and RFQ
- Conversion without duplicate entry
Companies and contacts
A business directory with relationships, financial context, tags and cooperation history.
- Profiles and hierarchies
- Advanced filters
- Enrichment and deduplication
Projects and quotes
A commercial project keeps people, deadlines, quotes and pricing together.
- Multiple quotes per project
- Pricing and margin
- Excel import and PDF
Catalog and brands
One product catalog and vendor sources for faster, more consistent quotes.
- Brand and licensing sources
- Price lists and staging
- Partner levels and rebates
Activity and communication
Email, calendar, tasks and notifications follow the record they belong to.
- M365 / IMAP
- Agenda and reminders
- Email-to-pipeline linking
Operational delivery
Accepted work continues into procurement, goods receipt and delivery.
- Operational orders
- Purchase orders and receipt
- Delivery and execution status
AI with business context
Flo helps where the work already happens.
The AI assistant uses workspace context to speed up understanding and preparation. A suggestion remains a suggestion — the user confirms the business decision.
Record and activity summaries reduce the time needed to take over a piece of work.
Reach the relevant company, opportunity or context without navigating multiple screens.
Get help preparing a response and organizing the next activities.
Start with sales intake. Add only what your team needs.
Free organizes the first sales stages. Pro runs the full commercial job through an accepted quote. Enterprise adds operational execution after the sale.
Start for free
Free
For a small team that needs a clean sales intake.
€0up to 10 users
Replaces notes and disconnected lists with one shared pipeline.
- Companies and contacts
- Signals and leads with activities
- Email threads on signals and leads
- Calendar, reminders and Flo
Complete sales
Pro
For a team managing projects and complex quotes.
€300per user / year · 1 year
Runs work from the first signal to an accepted, profitable quote.
- Everything in Free
- Projects, quotes and pricing
- Catalog, brands and vendor import
- Marketing, licensing and sales expenses
- Advanced directory, reporting and AI
Sales + delivery
Enterprise
For a team that needs work to continue after the sale.
€660per user / year · 1 year
Connects the commercial result to operational execution without re-entry.
- Everything in Pro
- Operational orders from accepted quotes
- Procurement and purchase orders
- Goods receipt and delivery
- Execution statuses and control
Enterprise extensionWhat exactly is operational delivery?
See how Operations works →See a dedicated overview of procurement, goods receipt, delivery and operational order control.
Before you start Flow
Is Rakon Flow a CRM or an ERP?
Both, through one workflow. Free and Pro cover CRM and commercial work from signal to accepted quote. Enterprise continues the same work into procurement, receipt and delivery.
What kind of company is Flow best for?
Small and midsize B2B companies selling products, services or projects across several steps, where sales, product, procurement or operations participate in the same engagement.
Is the Free plan time-limited?
No. Free has no time limit, requires no card and supports up to 10 users. It includes the directory, signals, leads, activities and the basic workspace.
Where does Pro end and Enterprise begin?
Pro includes everything needed to complete the sale, including projects, quotes, pricing, catalog and licensing. Enterprise adds Operations — executing the work after an accepted quote.
Can we import our existing data?
Yes. Pro supports company CSV import, product catalog import and vendor Excel calculations. Migration scope depends on the structure of your existing data.
Does AI make decisions for the user?
No. Flo accelerates finding, summarizing and preparing work, but business changes and decisions remain under user control.
Rakon Flow is available today
Bring order to sales without a large implementation project.
Open a free workspace and start with companies, signals and leads. When the team needs projects, quotes or operations, extend the same workflow.