Everything your team needs — nothing you don't.
Six capabilities, one tool. Toolboks covers the full lifecycle from first deal to tenth renewal — including the billing.
A pipeline built for deals that turn into contracts
Create multiple pipelines with custom stages. Track probability, expected close dates, and weighted ARR values. Opportunities convert directly to contracts — no re-entering data.
- Multiple pipelines per workspace
- Weighted pipeline forecasting
- Activity tracking and contact roles
- Direct conversion from opportunity to contract
Contracts at the centre of your CRM
Manage complex contracts with mixed billing types — recurring, hourly, and one-time. Automatic ARR/MRR calculation, billing schedules, and renewal tracking.
- ARR and MRR waterfall analytics
- Auto-generated invoice drafts
- Tripletex invoice export
- Multi-currency support (NOK, EUR, GBP, USD)
Renewals are deals too. Treat them that way.
A renewal is not a pipeline stage. It is a distinct event with its own timeline, its own stakeholders, and its own risk signals. Toolboks creates renewal records automatically before the contract end date.
- Automatic creation before end date
- Lifecycle tracking: At Risk, Engaged, Committed, Renewed
- Health signals and churn risk dashboard
- Full audit trail and history
Billing that actually understands your business
Three types of revenue. One billing engine. Recurring fees, consumption overage, and consulting hours — all on a single contract, generating one invoice.
- Recurring fees with CPI escalation
- Consumption and overage billing
- Project hours with role-based rates
- Invoice drafts with one-click approval
- Push invoices to Tripletex
Generate proposals in seconds. Win faster.
Pull data from the deal, fill a template, share a Google Docs link. When the client accepts, the contract populates itself. No manual editing of boilerplate.
- Template library with variable substitution
- Google Drive integration
- Version snapshots at every key event
- Acceptance converts directly to contract
Bring in the whole team — without the seat cost
Not everyone needs to manage the pipeline. But everyone needs visibility. Collaborator seats give your wider team access to the information they need — at a fraction of the price.
- View deals and pipeline status
- Read contracts and renewal timelines
- Export invoice data
- ARR dashboard access
