Pergola enquiry for a single-family home
Source: website form. The client is waiting for an offer. Dimensions and photos are still missing.
Work system for operational companies
FLOW for dealers. PRO for pergola manufacturers.
Pergologic connects a dealer’s daily work with the manufacturer’s digital backbone. FLOW structures sales, orders, installation and service. PRO structures products, price lists, documentation and knowledge for the dealer network.
Gmail stays your place to write messages.
Flow guards the process and the next move.
- Dealer and installation teams
- Pergolas and shading systems
- Office, field and service teams
- Sales plus execution
Flow Inbox
AI in the background
One work queue instead of many sources of chaos
Email, phone, web, showroom, social media and manual intake all flow into one operating view.
MAIL
TEL
WWW
FB
IG
MANUAL
Quote prepared
Flow shows the topic is not stuck. It is simply waiting for the client’s decision.
Order with a complete document set
The team sees status, date, ownership and case history in one place.
Lead
Qualification
Quote
Order
Installation
Service
Leads, quotes, orders, installation and service remain in one work axis.
The manufacturer builds one layer of current data, documents and product rules.
Fewer incorrect orders, faster partner onboarding and better control of product knowledge.
Problem
Where do cases and margin leak away today?
Enquiries arrive from many places. Some wait for contact, some for quotation, some for documents, and some should go straight into execution or service. Without one view, the company loses time, control and process memory.
Fragmented intake
Email, phone, forms, office and social media all operate side by side instead of together.
No clear next move
No one knows who should call the client back, finish the quote or confirm the date.
Chaos after the sale
Orders, documents, agreements and deadlines start living in different places.
Knowledge trapped in people
Client history and case risk stay in phones, email threads or private notes.
Flow Inbox
The first work screen for the owner and the team.
Flow gathers cases into one shared queue, gives them context and shows what needs action now, what is waiting for the client and what is ready for the next stage.
Enquiry: pergola for a house
Needs completion
New web lead. Dimensions and photos are still missing for quotation.
Quote after measurement
Ready to send
The case is ready to send. Flow suggests the next sales move.
Side screen service
Decision needed
The client request is waiting for a decision: field service visit or repair quote.
Process and map
One working map from enquiry to signature and service.
This is the public process view of a company in Flow. First you see the whole route of the case, then you click a stage and immediately see which functions structure that part of the operation.
6 process stages
sales + operations
signature and service on the same axis
Owners and salespeople instantly see what is new, what looks promising and what needs action today.
Client, scope, values, documents and e-signature stay in one flow.
Office, field teams and after-sales support work on one shared case history.
Stage 1 / Lead
A new enquiry enters the shared queue immediately.
Flow collects intake from many sources and turns it into one structured case ready for the next move. The team starts with action instead of searching.
Business effect
No enquiry gets lost between email, phone and forms.
What this stage structures
3 items
Modules
The most important work elements in one system.
Flow is built for operational companies that need control over the whole case, not just the sales stage.
Inbox
One shared board for enquiries and requests coming from many sources.
CRM / Case Board
Leads, deals, cases, follow-ups and the next best move.
Orders
Case card, client, checklists, completeness and history.
Execution
Day plan, installations, crew assignment and dates.
Service
Request, approval, work order, protocol and settlement.
Documents
Contracts, PDFs, protocols and e-signature directly from the app.
Knowledge
Products, manuals, photos, projects and company knowledge.
AI in the background
Case classification, summaries and missing-data detection.
Demo
See the real rhythm of work in Flow.
This sequence shows a sample case from enquiry to execution. In the same flow you can also close documents and e-signature without leaving Flow. Each screen can later be replaced with a real app screenshot without rebuilding the section.
Slide 1 / Flow Inbox
Every enquiry enters one shared work queue.
Flow Inbox gathers email, phone, forms and manual intake into one work screen. Instead of searching in several places, the office immediately sees what needs action.
Website caption
Every enquiry enters one queue and immediately gets a sensible next move.
Replace the `assets/demo-*.png` files later to insert final app screenshots.
Advantages
A system for companies that do real operational work.
Gmail stays
Flow does not take familiar tools away. It guards the process around them.
Google Drive stays
Documents and files can still live where the team already works.
No revolution required
You can roll Flow out in modules instead of rebuilding the whole organisation at once.
Sales and execution together
Flow connects CRM, orders, installation, service and documents into one operating flow.
Pergologic
Built from real work, not theory.
Pergologic is shaped by real sales, installation, service and documentation work. It is built for daily operations, not around an abstract SaaS template.
Plans
You can enter Flow without risk and expand it only when it starts carrying the operation.
The base plan is billed per user. Additional modules are activated separately per company, only when the operation truly needs them.
Start
Entry
0 PLN
/ month
For a company that wants to calmly launch the basic process and verify whether Flow fits the team.
- up to 2 users
- up to 20 active orders at once
- simple CRM
- order kanban
- basic client card
- basic statuses and search
No automation, no day plan, no service and no e-signature.
Start with Entry
Flow
Most common choice
79 PLN
/ user / month
For a company that wants to connect sales with daily office work and stop watching cases manually.
- from 3 to 15 users
- unlimited active orders
- full CRM and case board
- sales pipeline
- orders and checklists
- requests, tasks and action history
- roles, team views and filters
This is the core plan for a team that wants to run sales and daily operations in one rhythm.
See the demoAdditional modules
Extensions activated per company, not per user.
Additional modules are enabled when a company wants to extend Flow with signature, AI or field and service work. These are billed per company because they structure the whole process, not just one seat.
Flow Sign
Documents and signature
99 PLN
/ company / month
Electronic signature for contracts, annexes, handover protocols and other documents without leaving Flow.
- signature inside the same case axis
- signature packages and routing status
- final PDF with audit metadata and formal order
AI Copilot Basic
Medium usage
299 PLN
/ company / month
Daily AI support for teams that want to structure cases faster and write replies more quickly.
- case classification and intake
- summaries and reply drafts
- next-move and missing-data suggestions
AI Copilot Pro
Higher usage
499 PLN
/ company / month
For companies with more cases, documents and data that want to rely on AI more deeply in daily operations.
- greater AI usage intensity
- broader analysis of documents and case history
- stronger support for the office and the owner
Execution and Service
Field and support
399 PLN
/ company / month
One module for crews, installations, the day plan, service requests, complaints and post-work protocols.
- day plan and crew schedule
- installations, trips and field work orders
- service, complaints and post-completion documents
Training and certifications
Technology is only part of the advantage. The other part is team capability.
Alongside the system we are building training, certification and capability programmes that help companies adopt a better standard of work, communication and client cooperation.
Training
Workshops and rollout
Workshops for owners, salespeople, office teams and operating teams working between sales and execution.
- sales and process handling
- working with data and documents
- rolling out a calmer work rhythm
Certifications
Visible standard
Programmes that confirm a company is ready to work according to structured operational and communication standards.
- certificates for companies and partners
- public verification and communication assets
- clear growth criteria
Capabilities
Ecosystem growth
We are building a capability growth programme around events, industry know-how, digital tools and rollout practices.
- growth paths for people and companies
- materials, events and next learning steps
- consistency between technology and practical work
LTO Academy and AI Course Builder
Product knowledge can become a course, checklist and certificate.
Structured data from PRO can feed the LTO Academy with product courses, exam questions, rollout checklists and certification programmes. AI helps prepare a working draft, but publication and competence standards remain approved by people.
Contact
Want to see whether Flow or PRO fit your company?
Leave your company details and we will get back to you to present the product demo and check whether Flow fits your sales, execution and service process.