For Seamless Business Operations
Manage customers, assets, cases, invoices, and service delivery from a single application. Composable modules. Role-based access. Ready to deploy.
Core modules
Modular architecture that adapts to your business operations.
Operational workflows
Manage real operational processes, not just sales pipelines.
Real-time visibility
Track activity, status and operational changes as they happen.
Role-based access
Control who can access and manage each part of the system.
Each module is fully functional and interconnected — customers link to assets, assets to invoices, cases to customers, and so on. Click any module to explore its screens and capabilities.
Built on Protokol
For Seamless Business
Manage customers, assets, cases, invoices, and service delivery from a single application. Composable modules. Role-based access. Ready to deploy.
Core modules
Modular architecture that adapts to your business operations.
Operational workflows
Manage real operational processes, not just sales pipelines.
Real-time visibility
Track activity, status and operational changes as they happen.
Role-based access
Control who can access and manage each part of the system.
Platform Overview
Architecture, workflow, and core capabilities
Customers & Leads
Contact management, lifecycle tracking, lead pipeline
Products & Services
Catalog, pricing, promotions, and packages
Assets
Subscriptions and services tied to customers
Invoices
Billing, payment tracking, and PDF export
Locations
Service locations linked to customers and assets
Settings & Configuration
Roles, localization, billing automation, plugins
01 — Platform Overview
Every stage of the customer lifecycle is managed within Desk — from initial contact to active asset management and invoice collection.
Leads enter via forms or integrations with source and ownership tracking.
Build offers from products, packages, and promotions tailored to each customer.
Convert to assets, trigger workflows, and generate invoices automatically.
Track usage, manage cases, and maintain service delivery end-to-end.
Role-based access control across all modules
Workflow automation for approvals and handoffs
Promotions and package configuration
Usage tracking and annual planning per asset
Multi-location customer center support
Extensible via Protokol SDK and plugin system
02 — Customers
Full lifecycle management — contacts, organizations, ownership, and history in one place.
Capture, qualify, and convert leads with source tracking and assignment rules.
| Edit | Info | Full Name | Phone | ID Number | Assets | Gender | Actions |
|---|---|---|---|---|---|---|---|
Jovana Petrović jovana.petrovic@apex.rs | 0652730312 | 57678901 | 1Asset | Female | |||
DUŠAN COVIĆ No email | 060-155-39-24 | 1Asset | Not Set | ||||
MIRKO FELBAB No email | 062-811-7881 | 260GV00006 | 2Assets | Not Set | |||
John Mitchell john.mitchell@gmail.com | +1-312-555-0147 | No active products | Male | ||||
MARIJA BELIĆ No email | 063-19-18-534 | 3Assets | Not Set | ||||
EMILY WATSON emily.watson@outlook.com | +44-7700-900123 | 260SK00010 | 2Assets | Female |
Browse, search, and filter all customers with real-time status indicators and quick actions.
Guided form for creating a new customer with organization details, contacts, and location assignment.
360-degree view of a customer including contact details, assets, cases, invoices, and activity history.
Update customer information, reassign ownership, and manage linked records.
03 — Products & Services
Catalog of products, pricing tiers, and service definitions available to customers.
Time-limited discounts and offers applied to products and packages.
Bundled product and service configurations with combined pricing.
| Details | Edit | Name | Info | Plan | Items | PLN | Is Enabled | Is Bundle | Actions |
|---|---|---|---|---|---|---|---|---|---|
Cloud Storage Plan 50GB Service | 5001 | ||||||||
Premium Fiber 300 Service | 5002 | ||||||||
Ultra Fiber 1Gbps Service | 5003 | ||||||||
StreamBox Entertainment Service | 5101 | ||||||||
CinemaMax HD Paket Service | 5102 | ||||||||
VoIP Unlimited Calls Service | 5201 | ||||||||
Mobile Add-on 20GB Service | 5301 | ||||||||
SecureNet Zaštita Service | 5401 |
Browse all products and services with pricing, categories, and availability status.
Define a new product or service with pricing, tax rules, and categorization.
Complete product record with pricing tiers, tax configuration, and linked promotions.
Manage time-limited discounts and promotional offers applied to products.
Bundle products and services into packages with combined pricing and configuration.
04 — Assets
Subscriptions, packages, and services tied to customers with real-time status tracking.
Configured proposals combining products, packages, and promotions for a customer.
| Info | Edit | Contract Number | Customer | Asset | Contract Started | Contract Ends | Purchase Date | Status | Created At | Updated At | Created By | Updated By |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHI-2026-000147 | JMJohn Mitchell | Fiber 300 Plan | 2026-05-26 | 2027-05-2611 months & 23 days left | 2026-05-22 | Aktivan2026-05-26 | 2026-05-22 09:23 | 2026-06-04 14:11 | admin | admin | ||
| LON-2026-000208 | EWEmily Watson | IPTV Premium Package | 2025-02-11 | 2026-06-103 days left | 2025-02-09 | Aktivan2025-02-11 | 2025-02-09 11:45 | 2026-05-09 08:30 | s.jones | admin | ||
| MAD-2025-000094 | CRCarlos Rivera | Mobile Business Pro | 2023-11-29 | 2026-06-114 days left | 2023-11-24 | Aktivan2023-11-29 | 2023-11-24 14:00 | 2026-05-30 09:55 | m.garcia | m.garcia | ||
| BER-2025-000312 | ASAnna Schmidt | Cable TV HD Bundle | 2023-08-21 | 2026-07-0124 days left | 2023-08-17 | Čeka na priključenje2026-06-02 | 2023-08-17 10:12 | 2026-06-02 16:40 | admin | k.mueller | ||
| TKY-2026-000056 | YTYuki Tanaka | Fiber 500 Business | 2025-09-19 | 2027-07-0112 months & 29 days left | 2025-09-14 | Aktivan2025-09-19 | 2025-09-14 08:30 | 2026-03-28 11:20 | h.suzuki | admin | ||
| MUN-2024-000889 | LMLena Müller | IPTV Standard | 2023-01-23 | 2026-01-17Expired | 2023-01-19 | Istekao2026-01-17 | 2023-01-19 13:15 | 2026-01-18 09:00 | k.mueller | system | ||
| DUB-2026-000023 | OHOmar Hassan | Fixed Line Office | 2025-07-01 | 2027-07-0112 months & 29 days left | 2025-06-27 | Aktivan2025-07-01 | 2025-06-27 07:50 | 2026-05-19 15:33 | admin | r.ibrahim | ||
| PAR-2025-000441 | SLSophie Laurent | Mobile Postpaid M | 2025-02-16 | 2026-06-05Expired | 2025-02-13 | Suspendovan2026-03-02 | 2025-02-13 16:20 | 2026-03-02 12:44 | c.dubois | c.dubois |
Overview of all customer assets with status, type, and linked customer information.
Assign products, packages, or services to a customer with pricing and activation configuration.
Complete asset record with service details, usage data, billing history, and status timeline.
Monitor asset usage metrics, thresholds, and consumption patterns over time.
Plan and manage annual asset lifecycle with renewal dates and projected revenue.
05 — Invoices
Create, preview, and manage invoices with due dates and payment status tracking.
| Info | Edit | Invoice Number | Customer | Asset | Total Amount | Outstanding | Status | Due Date | Created | Quick Actions |
|---|---|---|---|---|---|---|---|---|---|---|
INV-2026-0042 Receipt | JM John Mitchell john.mitchell@nexagroup.io | Fiber 300 Plan Service | €120.00 | €120.00 | Pending | 26.03.2026. | 20.03.2026. | |||
INV-2026-0041 Receipt | EW Emily Watson e.watson@brightwave.co | IPTV Premium Package Service | €85.00 | €85.00 | Overdue | 12.03.2026. | 05.03.2026. | |||
INV-2026-0040 Invoice | AS Apex Solutions Ltd. Company | Business Broadband 500 Service | €340.00 | €0.00 | Paid | 01.04.2026. | 12.03.2026. | |||
INV-2026-0039 Receipt | CR Carlos Rivera c.rivera@meridian.io | Mobile Business Pro Service | €55.00 | €55.00 | Overdue | 12.03.2026. | 11.03.2026. | |||
INV-2026-0038 Receipt | SL Sophie Laurent s.laurent@conseil-pro.fr | Fixed Line Plus Service | €22.50 | €22.50 | Overdue | 19.03.2026. | 11.03.2026. | |||
INV-2026-0037 Receipt | OH Omar Hassan o.hassan@talentlink.ae | Satellite TV Elite Service | €310.00 | €310.00 | Overdue | 12.03.2026. | 11.03.2026. | |||
INV-2026-0036 Receipt | OH Omar Hassan o.hassan@talentlink.ae | Satellite TV Elite Service | €310.00 | €0.00 | Paid | 13.03.2026. | 11.03.2026. | |||
INV-2026-0035 Invoice | GF Global Freight Inc. billing@globalfreight.com Company | Road Freight Transport Service | €600.00 | €600.00 | Overdue | 12.03.2026. | 05.03.2026. |
Browse all invoices with payment status, due dates, amounts, and linked customers.
Generate an invoice from assets, add line items, configure installments, and set payment terms.
Full invoice preview with line items, taxes, totals, and payment information ready for export.
Configure payment installments with item-level breakdown and override capabilities.
06 — Locations
Manage physical and logical service locations linked to customers and assets.
| Edit | Street | City | Country | Postal Code | Actions |
|---|---|---|---|---|---|
| 14 Baker Street | London | United Kingdom | W1U 3BW | ||
| Unter den Linden 12 | Berlin | Germany | 10117 | ||
| 22 Rue de Rivoli | Paris | France | 75004 | ||
| Calle Gran Vía 48 | Madrid | Spain | 28013 | ||
| Via del Corso 101 | Rome | Italy | 00186 | ||
| Keizersgracht 174 | Amsterdam | Netherlands | 1016 DW | ||
| Knez Mihailova 32 | Belgrade | Serbia | 11000 | ||
| Wenceslas Square 9 | Prague | Czech Republic | 110 00 |
All service locations with address, customer center assignment, and linked assets.
Full location record with address, contacts, linked customers, and service coverage.
Define a new service location with address, coordinates, and customer center assignment.
07 — Settings & Configuration
Configure users, roles, integrations, and platform-wide preferences from a single control panel.
Manage company details, contact information and branding.
Configure currency, timezone and language preferences.
Manage user roles and permissions.
Manage customer centers and assign them to locations.
Configure currencies, pricing tiers and tax presets.
Set up automated invoice generation and scheduling.
Configure automatic numbering for invoices and contracts.
Map external system statuses to internal statuses.
Test and preview invoice email templates.
Manage and configure application plugins.
07 — Settings — Company Information
Manage company details, contact information and branding.
Manage your company details and contact information
07 — Settings — Localization
Configure currency, timezone and language preferences.
Configure currency, timezone and language preferences
Format Preview:
10/6/2025
1,234.56
RSD 1,235
07 — Settings — Role Management
Manage user roles and permissions.
Manage app-specific permissions for platform roles
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07 — Settings — Customer Centers
Manage customer centers and assign them to locations.
Manage customer service centers and location assignments
Location Criteria
Location Criteria
Location Criteria
Location Criteria
07 — Settings — Product & Pricing
Configure currencies, pricing tiers and tax presets.
Configure available currencies and tax presets for products and services.
These currencies will appear in the product pricing wizard and installment configuration.
Code
Symbol
Name
Quick-select tax rates shown when configuring product prices. Users can still enter custom values.
Tax %
Label (optional)
07 — Settings — Invoice Scheduling
Set up automated invoice generation and scheduling.
Configure automatic invoice generation and billing cycles
First Invoice Billing Behavior
Full Cycle Threshold
Contracts starting late in the month will wait for the next billing cycle to avoid tiny first invoices
Threshold Example
Before Threshold: Contract starts on 31th or earlier → Full cycle billing (e.g., Sept 1-30)
After Threshold: Contract starts after 31th → Wait for next cycle (e.g., Oct 1-31)
Billing Examples
Contract Start: Contract starts Sept 18th → First invoice covers Sept 16-30
Full Cycle: Contract starts Sept 18th → First invoice covers Sept 1-30
How to handle promotions in partial billing periods
Minimum Period Days
Minimum days in billing period required to apply promotions
Promotion Rules Example
10% discount with different rules for 15-day partial period:
• Pro-rated: $10 discount becomes $5 (10 × 50%)
• Full: $10 discount remains $10
• Skip: No discount applied in partial periods
Default Due Days
Number of days after invoice date when payment is due
Grace Period Days
Number of days after due date before marking overdue
07 — Settings — Auto Generation
Configure automatic numbering for invoices and contracts.
Configure automatic generation of invoice and contract numbers
Generation Method
Template Pattern
Predefined Templates
Generation Method
Function Name
Name of the serverless function to call for number generation
07 — Settings — Status Mapping
Map external system statuses to internal statuses.
Configure status values and their human-readable display names
Status Key
Display Name
Status Type
Configure default statuses for new assets and active operations
Default Status for New Assets
Status automatically assigned to new assets
Default Active Status
Default status used for active operations
How Status Mapping Works
Status keys are used internally in your system, while display names are what users see. Active statuses represent operational states, while inactive statuses represent non-operational states.
07 — Settings — Template Testing
Test and preview invoice email templates.
Test and preview invoice email templates with live data.
formatCurrency
Formats monetary amounts with proper currency symbols
{{formatCurrency amount currency}}formatCurrency 2258.56 "USD" = $1,258.56
formatDate
Formats dates in localized format
{{formatDate date}}formatDate "2025-10-06" = 10/6/2025
subtract
Subtracts two numbers
{{subtract x y}}subtract amount tax_amount = net amount
Built-in Helpers
Standard Handlebars helpers
{{#each}}{{#if}}{{#unless}}Control flow: loops, conditions, etc.
Select a test scenario to preview how your template renders with different invoice types and data structures.
Standard Product
Single standard product with tax
Bundle Product
Bundle with multiple components and item breakdown
With Promotions
Products with discounts and promotional offers
Bundle with Item Promotions
Bundle product with promotions applied to individual items within the bundle
Current Scenario Details:
Currency: RSD
Invoice Items: 1
Total Amount: RSD 109/30
Status: Unknown
07 — Settings — Plugins
Manage and configure application plugins.
Manage and configure application plugins to extend functionality
v2.3.1 • 3/10/2026
Jump into any module and see Desk in action. Built for real operations — from lead to revenue, all in one place.
Desk is more than a basic CRM. It includes workflow automation, role-based permissions, localization, billing automation and extensibility through the Protokol platform.
Role-based access control across all modules
Workflow automation for approvals and handoffs
Promotions and package configuration
Usage tracking and annual planning per asset
Multi-location customer center support
Extensible via Protokol SDK and plugin system
Every aspect of Desk can be configured through the Settings panel — from company branding and localization to automated invoice scheduling and plugin management.
Manage company details, contact information and branding.
Configure currency, timezone and language preferences.
Manage user roles and permissions.
Manage customer centers and assign them to locations.
Configure currencies, pricing tiers and tax presets.
Set up automated invoice generation and scheduling.
Configure automatic numbering for invoices and contracts.
Map external system statuses to internal statuses.
Test and preview invoice email templates.
Manage and configure application plugins.
Every stage of the customer lifecycle is managed within Desk.
Leads enter via forms or integrations with source and ownership tracking.
Build offers from products, packages, and promotions tailored to each customer.
Convert to assets, trigger workflows, and generate invoices automatically.
Track usage, manage cases, and maintain service delivery end-to-end.
Jump into any module and see Desk in action.