CRM
From first contact to signed contract.
- The pipeline shows the status of every sales opportunity.
- Accounts, contacts and follow-ups are kept in one place.
- Lead Scout, reports and automations complement the CRM.
B.IT Portal
The B.IT Portal is our own business platform. We use it to manage sales, projects, service and finance.
The portal in 40 seconds.
The video takes you through selected applications.
Six applications at a glance.
The screens come from the explainer video and show sample data.
Finance
Results and planning in one view.
- The dashboard shows revenue, costs and profit over the year.
- Plan, actuals and forecast appear side by side.
- The payment calendar looks 60 days ahead.
Projects
All projects in one workspace.
- The start page shows all projects by priority.
- Each project has its own boards and tasks.
PRIME
Our method as an application.
- Projects and tasks are prioritized by impact.
- Knowledge Base, Reviewed Modules and Managed Archives reflect the method.
- A board organizes the tasks of the current week.
Tickets
Service and procurement in one system.
- Every ticket shows its status and history.
- The service catalog and knowledge base are connected.
- Procurement and approvals leave a traceable record.
Time Tracking
Working time recorded directly in the portal.
- Vacation requests also run through the portal.
- Remaining vacation days are always visible.
- Weekly overviews can be exported.
Also in the B.IT Portal
- Hub
Sales
Marketing
Compliance
AI Assistant
People planned
Secure and traceable.
One login
A single login opens all applications. Each user gets their own roles and permissions.
Audit trail
Approvals are documented. A log records every change.
Compliance kept current
Documentation and controls are updated with each change to the system.
EU data centers
Applications and databases run in the EU.
We show you the portal live on a sample project.