Cloud CRM & ERP for management consultancy
Control offers, customers, projects and billing with one software.
The most important functions at a glance
With a functional CRM, flexible project management including task and time recording as well as clear order management, the intelligent software weclapp has a comprehensive range of helpful tools for your consultancy company. And all this in a modern cloud solution that your consultancy team can access from almost anywhere.
CRM
Optimise your consultations thanks to modern CRM for uncomplicated maintenance, archiving and analysis of your customer relationships.
Project management
Make your project management efficient. With weclapp you can assign tasks, track project progress and collect project-related documents.
Order management
With the weclapp order management, all steps from the customer enquiry to the quotation to the order confirmation can be processed intuitively.
Invoicing
Customise offer and invoice templates in individual design, send and archive them fully automatically.
Time tracking
Stop your working time on a project simply and comprehensibly online and thus ensure fair and transparent billing.
Team management
Create and manage fixed hourly and daily rates to ensure smooth collaboration between internal and external (freelancer) team members.
Less administration - more counselling
Use weclapp also for your management consultancy!
Management Consulting
Financial consulting
IT consulting
Strategy consulting
Personnel consulting
CRM
Individual support is a must for your demanding customers. Thanks to weclapp, you and your team have an overview of the entire customer history. This enables you to provide professional advice.
- 360 degree customer file
- Clearly archive customer meetings and correspondence
- Conveniently retrace previous steps in the system
- Recognising potential at an early stage
Project management
For a successful consulting project, a transparent way of working and clear communication is necessary. With weclapp you have the possibility to assign project-related tasks in a controlled way and to regularly control the progress of the project.
- Create a consultancy project including tasks in just a few clicks
- Conveniently assign tasks to staff or projects
- Arrange, view and process tasks according to priority
- Smart project planning and task distribution
Time tracking
To enable fair and transparent accounting, stop the working time on a project easily and comprehensibly online. weclapp supports you in the sensible organisation of your projects and ensures a balanced workload of your team members.
- Effortlessly record working and project hours
- Coordinate staff workload effectively
- Exactly register additional and residual efforts
- Record the duration of projects and subtasks in detail
Invoicing
Create professional and project-specific proposal and invoice templates to gain your clients' trust and convince them of the professionalism of your consultancy.
- Create templates with individual design
- Send offers and invoices from the system
- Automatic archiving
- Easily bill booked times and other project-related services
Order management
A structured order management is the basis for a successful and smooth order processing. weclapp supports the entire workflow from quotation creation to order processing and invoicing.
- Central overview of all orders including status
- Conveniently store all relevant information
- Everything in one place
- Customisable workflows
Team management
The prerequisite for a successful project is smooth cooperation between internal and external team members. With weclapp you can easily create and manage the wages of the different team members.
- Deposit hourly wages
- Settle expenses according to fixed prices
- Assign roles to members that are bound to certain permissions
More features
Activity stream
You can easily track the activities of team members on the dashboard - the internal company feed keeps you up to date.
Collaboration
During on-site client appointments, counsellors can communicate questions publicly in real time via Teambox and receive answers from colleagues.
Opportunity management
Potentials are recognised more quickly through the comprehensible assessment of the customer relationship and immediately transformed into concrete opportunities.
Financial accounting
With just one click, you can export all the necessary documents via the DATEV interface and send them to your tax advisor.
Invoicing
Thanks to project-specific time recording, you can invoice services in detail. The software guides you step by step through the workflow.
Project controlling
With the transparently estimated time expenditure and the fixed hourly rates, you control your project costs.
Resource utilisation
Accurately document workload and absences and effectively plan staff utilisation.
Calendar
Simultaneous use with colleagues to easily organise appointments, e.g. as a holiday calendar.
Reports
See everything at a glance - thanks to real-time updates and meaningful reports.
Performance record
Create a clear PDF of the services provided, including bookings, and present it to your customers.
Project order
Create service orders from offers with a simple click.
+ many more features
What our satisfied customers say
Dirk Thiemann
We very much enjoy implementing mailing campaigns with the weclapp software. It’s uncomplicated and very effective at the same time.
The all-round carefree package for management consultants
Cloud CRM
-
✔ Contact management
-
✔ 360-degree customer file
-
✔ Tasks calendar
-
✔ Email automation
-
✔ Telephone integration (CTI)
-
✔ Opportunities and campaigns
ERP Services
-
✔ Offer & order
-
✔ Project management
-
✔ Time tracking
-
✔ Invoice
-
✔ Project order
-
✔ Financial accounting & banking
Cloud ERP Trade
-
✔ Merchandise management system
-
✔ Disposition & Purchasing
-
✔ Warehouse management
-
✔ Serial & Batch Numbers
-
✔ Production
-
✔ Shop connection
-
✔ Amazon, eBay & kaufland.de