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
Who 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 simple 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.
One flow, different industries.
Flow is not tied to one industry. Product and vendor specifics are set up in the catalog, and the sales flow stays the same.
Building materials
Quotes per project and site, a large number of items and vendor price lists that change often.
Pharmaceutical distribution
Contracts with institutions and pharmacies, regulated prices and margins, lot and expiry date on every item.
IT and software
Equipment, licenses and subscriptions in the same quote, quotes from several manufacturers and contract renewals.
Services and projects
Quotes for labour and materials, several people on the same job and a handoff to delivery without re-entry.
Business system map
Every process stays connected to its data, cost and next step.
The main flow runs left to right. Click or tap a card to see what the process does and what it connects to.
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 stock feeds operations and delivery.
Main flowFrom opportunity to collectionLeft → right, without re-entry.
Across the whole jobTotal CostPlanned, committed and actually spent, for every job.
Click or tap a card, or select it with the keyboard and press Enter, for process details.
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 view with the full relationship history
- Contacts, responsibilities and organization links
- The same customer across marketing, sales, operations and delivery
Brands, vendors and products
Goods, services and subscriptions, with partner terms and the people responsible.
- 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
- Purchase and sales prices in several currencies, with the exchange rate
- Commercial rules used by pricing and quotes
Operational foundation
Warehouses, locations, lots and available stock.
- Multiple warehouses, stock, lots and serial numbers
- Expiry dates, subscriptions and contracts linked to the customer
- What goods are actually available
Brands and vendors
The source of products, partner programs and commercial rules.
- Vendor accounts and configurations
- Partner levels, rebates and funds
- All products of one brand in one place
Goods, services and subscriptions
Building materials, medicines, equipment or software — different products share the same sales flow.
- Goods, services, licenses, bundles and items not kept in stock
- Packaging, item codes, bills of materials and required data
- Digital usage rights and subscriptions
Procurement and price lists
Products and prices enter through checked vendor channels.
- Vendor price-list import, checked before publishing
- Purchase request, purchase order and goods receipt
- Subscriptions and contracts kept in step with the manufacturer
One product catalog
Items, item codes, technical data, purchase and sales prices.
- One item from specification through delivery
- Vendor prices, price lists and customer pricing
- Stock 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.
- A main project with sub-projects and multiple quotes
- Vendor inquiries, reading vendor quotes and a 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 link to the product catalog
Prices and vendors
Vendor quotes, availability, exchange rate and purchase price.
- Multiple vendor responses and a clear current quote
- Price, availability and term comparison
- Current exchange rate and the real purchase cost
Quote
Pricing, margin, approval and customer acceptance.
- Price and margin calculation per line
- Versions, Excel and PDF, and a link where the customer accepts the quote
- An accepted quote starts execution
Operations
Procurement of goods and services, ownership, payments and documents.
- Quote handoff without re-entry
- Purchase requisition, approval and vendor order
- Vendor/customer payment, audit and status
Delivery
Warehouse, order preparation, shipping or digital delivery.
- Reservations, picking, transfers between warehouses and delivery
- Delivery of services and digital products to the customer
- Partial or complete line execution
Invoicing
Amount, document, due date and customer-obligation status.
- Customer invoice linked to the job it came from
- Prices, exchange rate and margin saved at invoicing time
- Controlled hand-over of data to accounting
Collection
Payment, job result, margin and renewal.
- Customer payment status and date
- Actual profitability and contribution result
- Contract renewal or next opportunity
Market development and pre-sales
Campaigns, events, cost per lead, travel, trial installations, demos and internal work.
- Cost by signal, lead, company, brand or campaign
- Event and campaign budget, committed spend and return on investment
- Travel, hospitality, trial installations, demos and labor
Project and quote
Cost plan, vendor inquiries, cost of goods, committed spend, margin and deviations.
- Planned, committed, actual and remaining
- Direct project and quote costs matched to real bills
- Margin after direct costs and the cost of winning the deal
Operations and fulfillment
Procurement, inventory, logistics, labor and cost-to-deliver.
- Procurement and warehouse costs
- Delivery, labor, travel and deviation costs
- Total delivery cost and deviation from plan
Financial result
Collection, margin, return on investment, overhead and actual profit.
- Gross margin and margin after direct and shared costs
- Overhead allocation and actual result
- Return on investment 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 · request for quoteNetwork infrastructure renewal
Quote in progressExample: an invented project and customer.
OverviewActivitiesQuotesDocuments
CustomerAlfa Soft Ltd.
OwnerAna P.
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 sales 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.
- Signals by stage of maturity
- Discovery and request for quote
- 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.
- Brands and vendors
- Price lists checked before publishing
- Partner levels and rebates
Activity and communication
Email, calendar, tasks and notifications follow the record they belong to.
- Connected business email account
- Agenda and reminders
- Email linked to the lead, project or quote
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.
Before you start Flow
Is Rakon Flow a sales tool or an ERP?
Both, through one workflow. Free and Pro cover 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 core workspace.
Where does Pro end and Enterprise begin?
Pro includes everything needed to complete the sale, including projects, quotes, pricing and the catalog. 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.