Every enquiry has an owner
Enquiries by email, form or chat become cases with a clear owner. Whoever stands in sees at once what it is about.
Products
One system for customers, orders, stock and your team
Workspace brings together in one place what is currently scattered across inboxes, spreadsheets and several programs: enquiries, quotes, orders, stock levels, documents and your team’s tasks. You start with one area and add more without switching systems.
What your team gains
The right price for every customer
Quotes are created with this customer’s prices, without searching through emails and lists.
One stock level for everyone
Sales, purchasing and warehouse work in the same system and see the same stock.
Knowledge stays in the team
Instructions live in the wiki, processes are defined in Workspace. So work carries on even when a colleague is on holiday.
What Workspace covers
Customers and sales
Enquiries, leads, sales opportunities and quotes in one place, with a list of the contacts that are up next.
View sales and customersOrders and documents
Order confirmation, delivery note, invoice and return are all created from the same order. You can also issue invoices as XRechnung.
View orders and documentsPurchasing and warehouse
Purchase orders to suppliers at their prices, goods receipt, storage locations, stocktaking and picking with the scanner.
View purchasing and warehouseOnline shop and product data
Maintain products with variants, approve them and sell them in your own shop to business and private customers.
View ShopcloudCustomer service
Every enquiry becomes a case with a clear owner. Add to that a chat on your website and reply drafts prepared by AI.
View customer serviceCollaboration
Tasks, comments on the case, whiteboards, files and a wiki for everything your team knows.
View collaboration and knowledgeTime and holidays
Your team clocks in in the browser or with the schukai Time Tracking app. Team leads approve holiday requests, and balances and holiday allowances are always up to date.
View time and holidaysProcesses and reports
You define steps and approvals in a graphical process. Key figures lead straight to the related cases.
View processes and reportsFrom enquiry to invoice
An enquiry arrives by email, form or chat and becomes a lead.
The lead becomes a quote with this customer’s prices.
If the customer accepts, it becomes an order. The warehouse picks it and the parcel goes out with DHL or DPD.
The invoice is created from the order, as XRechnung if required.
Start small without switching later
Just the online shop
Shopcloud is the edition tailored to running a shop. We or your agency set it up. If you later use more of the system, there is no need to switch.
View ShopcloudJust working hours
Your staff record arrival, breaks and departure with the schukai Time Tracking app. You manage target hours, holidays and balances in Workspace.
View time and holidaysThe whole system, run by us
We run Workspace for you, set up the areas you need and migrate the agreed data.
View implementation and data migrationThe whole system on your servers
Software and data stay in house: one program, one database, updates with tested recovery.
View self-hostingDefine processes and prove them
You define in a graphical process which steps an order goes through and who approves what. The price that applied in June is still on the document later: prices and tax rates are stored unalterably with every case.
AI with a choice of model and budget
Workspace can prepare product information, summarise customer enquiries and suggest next steps. Your team reviews the results and decides what to adopt.
For each task you decide which model does the work – including a model running on your own server. Then product texts, customer enquiries and documents go to no external provider. You also set a budget per period. Before every request, Workspace checks whether it is sufficient. If it is not, Workspace only uses another route you have allowed; if there is none, no suggestion is produced.
Workspace customer service answers recurring delivery questions and approved product questions. After verifying identity and authorisation, it can send existing invoices. If information is missing or a decision is needed, your team takes over.
Security and operations
Every employee sees and changes only what belongs to their job.
Your team signs in with a second factor. New colleagues join by invitation, not through shared accounts.
Manage several companies as separate tenants and switch between them.
If we run Workspace for you, your data is stored in data centres in Europe. With self-hosting, it stays on your servers, with the same range of features.
Before an update, a backup is made and recovery is tested.
Connect existing systems
Should your merchandise management, accounting or business application exchange data with Workspace? We set this up as a separate project. Together we decide which system holds the master data and how you spot transfer errors.
Implementation by us
In a conversation we clarify which process should run in Workspace first.
In a demo we show it to you with sample data.
We set up the area and migrate the agreed data.
Your team starts with this area. More are added when you are ready.
Frequently asked questions
Can I start with one area?
Yes. You can start with the online shop, sales or the warehouse, for example, and add further areas in the same system.
How does Workspace work with my accounting?
Invoices and documents are created in Workspace; bookkeeping continues with your tax adviser or in your accounting software. We set up the connection for you.
Does Workspace support e-invoices?
You issue outgoing invoices as XRechnung. Workspace checks incoming e-invoices in XML format. Workspace does not currently support ZUGFeRD.
How does my data get in?
During implementation we migrate the agreed data, such as customers, products and prices, from files or from your previous system.
Does Workspace run in the cloud or on my own servers?
Both, with the same range of features.
Where is my data stored?
If we run Workspace, in data centres in Europe. With self-hosting, on your own servers.
How do I keep AI costs under control?
For each task you set the permitted models and a budget per period. Before every request, Workspace checks whether the budget is sufficient and never exceeds it.
Who implements Workspace?
We do, as the manufacturer. You do not need an additional partner.
What does Workspace cost?
We give you the price in a quote, because it depends on the scope, such as the areas used and storage. We will publish fixed prices as soon as they are set.
Which process should become simpler first?
Tell us about a process that costs time today: an enquiry left sitting in the inbox, or prices someone looks up in spreadsheets. In a demo we show you how it runs in one place in Workspace, and you receive a quote.
Would you like to see what typical processes look like first? Workspace at a technical service provider · View three use cases · Guides and answers