Don’t adapt to a CRM. Build one that fits.
Most platforms force you into their workflow. Luklak lets you define yours. See how Laika built a “Revenue Engine” that tracks leads, analyzes calls with AI, and automates revenue recognition—all without writing a single line of code.
Defining the Building Blocks
Laika replaced the standard “Lead” list with a Centric Architecture using three distinct Universal Objects.
🧊 Customer (The Hub): The permanent record. It stores contact info and lifetime value, remaining active even after deals close.
🧊 Opportunity (The Deal): The transaction unit. Enables selling multiple times (e.g., Design vs. Construction) to the same client without data overrides.
🧊 Appointment (The Interaction): A dedicated object for meetings that syncs with Google Calendar and stores AI call summaries.
Capture what matters
Laika ditched generic text fields for structured data types that drive automation.
Total Revenue (Currency): A calculated field on Customer that auto-sums value from all successful child Opportunities.
UTM Source (Text): Captures exact marketing campaign data directly from the landing page webhook.
Meeting Summary (Rich Text): Populated automatically by an AI agent that analyzes the call recording after a meeting concludes.
Connecting the Dots
- Parent-Child: Customer is the parent of both Opportunity and Appointment, aggregating all history in one view.
- 2-way Connection: Customer links to Marketing Campaign to attribute ROI back to the source.
- Self-Reference: Customer connects to other Customer records to merge duplicate leads from different sources.
What you’re replacing:
Automation that liberates your team
Auto-Create Appointment
Seamless workflow progression
When a customer moves to the “Meeting” stage, the system automatically generates a child Appointment object, ready for scheduling.
Auto-Create Opportunity
Instant pipeline generation
Moving a customer to the “Opportunity” stage automatically spawns a child Deal object, ensuring no sales potential is tracked informally.
Revenue Roll-Up (Deal → Customer)
Real-time customer value
Closing a “Won” deal automatically sums the contract value into the parent Customer’s “Total Revenue” field instantly.
AI Call Analyst
Never write notes again.
When a call ends, the system fetches the log from call center, sends it to AI for summarization, and updates the meeting notes.
Upsell Increment Logic
Track growth automatically.
If a deal is flagged as an “Upsell,” closing it automatically increases the “Upsell Count” and “Additional Revenue” on the customer profile.
Marketing ROI Loop
Connect spend to cash.
Updates to Customer Revenue automatically trigger an update on the original Marketing Campaign object, showing marketers real financial ROI.
Marketing Volume Tracker
Live funnel metrics.
Every new customer creation automatically increments the “Lead Count” on the linked Marketing Source, keeping campaign stats live.
Program Auto-Tagging
Perfect attribution.
New leads automatically inherit the “Marketing Program” tag from their source, ensuring every customer is linked to a strategy without manual entry.
Auto-Revoke
Stop lead hoarding.
If a “New Lead” sits inactive for 2 hours, it is automatically revoked and reassigned to the manager via a Round Robin rule.
Forms to Leads
Intelligent entry
Webhooks from Jotform check phone numbers first. Existing contacts are merged; only new numbers create leads and trigger auto-assignment.
Google Calendar Push
Creating an Appointment in Luklak sends an HTTP request to n8n, instantly creating a matching event on Google Calendar.
One system. Every application.
Built your way.
Total Customer Solution
Manage every customer touchpoint end-to-end: from marketing and relationship management through invoicing, delivery, and post-sale care—all connected in one system.
Human Resource & Organization
Build your people operations system. Model org structures. Run recruitment pipelines. Manage employee lifecycles from onboarding through offboarding. One unified workflow.
Workflow & Automation
Standardize once. Automate everywhere. Request approvals flow automatically. Business processes run consistently. Compliance happens by design. Manual work disappears.
Office Operation
Run lean office operations. Track assets and facilities. Manage suppliers and expenses. Handle IT helpdesk requests. Everything your back office needs, nothing it doesn’t.
Work & Project Management
Flexible work tracking that actually works. Tasks, projects, and roadmaps in multiple views. Real-time dashboards. Automated updates. Built for how teams actually collaborate.
Training & Education
Power your training operations. Manage students, instructors, and curricula. Schedule classes. Track attendance. Process enrollments and grading. Handle tuition billing. All connected.
Order, Inventory & Manufacturing
Connect your entire supply chain. Orders trigger inventory. Purchases feed manufacturing. Production schedules shipping. Quality gates delivery. Integrates natively with your CRM.
Interior Design & Construction
Run design projects end-to-end. Client management flows into project planning. Concepts become construction schedules. Track materials, labor, and site progress. Manage handover seamlessly.
Agency & Professional Services
Built for billable work. Sales pipelines feed project assignments. Track time automatically. Monitor budgets in real-time. Analyze profitability per client, project, or team member.
FAQs
Most platforms give you separate applications (CRM app, project app, chat app) then integrate them with APIs. That’s not unified—it’s connected.
Luklak is unified by architecture. Everything is built from the same Universal Object foundation. Your CRM, projects, and custom functions share one data model. They don’t need integration because they’re already one system.
Think smartphone vs. carrying five separate devices.
Yes. Our Universal Object system is sophisticated underneath. Customers build everything from simple task tracking to complex manufacturing processes with multi-stage approvals, conditional logic, and cross-functional automation.
The no-code builder handles 90% of use cases. Low-code options (formulas, scripts, N8N integration) extend it further. There’s no ceiling.
That’s exactly what Luklak is designed for. Instead of forcing you into pre-built modules, we give you building blocks to model your exact processes.
Healthcare customers track patient journeys. Manufacturers manage quality control. Consultants handle project billing. All using the same nine components, configured differently.
Your industry knowledge + Luklak’s flexibility = your perfect system.
Much faster than traditional platforms.
– Basic setup: Days (task management, team chat)
– Departmental workflows: 1-2 weeks
– Company-wide deployment: 1-3 months
Why so fast? No-code tools mean your team builds as you go. No waiting for consultants. Start simple, add complexity as you learn.
Typical Salesforce implementation: 6-12 months. Luklak customers are productive week one.
Built to scale with your ambition
Build systems that bend to your need
Not the other way around. No-code drag-and-drop builder lets you design any workflow, data model, or logic that matches your exact operational reality – software finally works your way.
Frictionless automation
One unified foundation means data flows across your business.
Universal workflow
Standardize how all work objects flow – as you define
Infinitely scalable
Start simple, scale without limits as you grow. Same foundation.
Chat unified, finally
The world’s only platform with live chat embedded on object.
