Project Based Service Providers
Why choose Knowlix AI?
Built for the business
CRM & sales beyond the project
An AI CRM that keeps your pipeline moving, so the next project is already lined up before this one closes.
Full accounting under one roof
A real double-entry ledger on the same data model as your projects, then a clean DATEV hand-off, no separate bookkeeping system to reconcile by hand.
One AI Teammate, full context from day one
Because CRM, projects, finance and marketing sit on one shared data model, the AI Teammate can answer questions, generate reports and take action with the full picture of the business. It also walks new users through setup conversationally, so there's no lengthy implementation project before you start.
Built in Europe, GDPR-compliant
Hosting, backups, updates and maintenance handled for you, with data residency in the EU.
Built for the Project
Multi-project & portfolio visibility
Track every project, budget and milestone in one place, with the AI Teammate flagging what needs attention before it becomes a problem.
Resource & capacity planning
See who's available, who's overloaded, and staff the next project accordingly.
Time tracking & billable hours
Log time from the field or the desk. The AI Teammate turns timesheets into invoices without re-entry.
Job costing
Track planned versus actual cost per project, so you know the margin before the project closes, not after.
Quoting & invoicing
From first quote to signed invoice, including e-invoicing (XRechnung/ZUGFeRD).
Ticketing & client support
Manage client requests and SLAs alongside the project itself, not in a separate tool.
Let Knowlix run your business
Projects that move without chasing
Why project-based service providers choose Knowlix
Frequently asked questions
This is built and validated per project rather than offered as an out-of-the-box checkbox, since a failed audit carries real liability.
Scrum, Kanban and stage-gate workflows are native; formal certified-method templates are configured per project during implementation.
No, Knowlix prepares and hands off cleanly to your accountant or tax advisor.
It takes minutes to get started. The AI Teammate configures your workspace conversationally, with guided onboarding, instead of a months-long implementation project.
Yes. Knowlix® works inside guardrails and asks the owner to approve any business-critical action before it runs, so it will not send a client the wrong quote or invoice. Access follows each user’s permissions, so the AI only works with records that user is allowed to see.
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