Easily manageable Cloud CRM Software for SMEs

Win new customers and improve customer loyalty with the online CRM System by weclapp.

30 days free trial! • no credit card required

User-friendly Cloud CRM Software

With weclapp Cloud CRM you can keep track of your contacts, leads, and existing customers. You will get a better overview instantly because every interaction with an interested party or a customer can easily be saved and retrieved. All important information is always at your fingertips!

weclapp’s online CRM System allows you to design campaigns, identify sales opportunities, and get to know the customers of tomorrow, today. Your employees can access basic functions such as customer directory, address book, e-mails, meeting schedules, documents and various collaborative functions (chat, group chat) that you are familiar with due to their similarity to common social networks -from anywhere at any time. Whether a lead, an opportunity, or campaign management, the web-based CRM supports the activities of your business, grows with your requirements, and can easily be expanded for additional users and functions.

Customer and Contact Management (CRM)

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Satisfied customers are everything! The web-based CRM solution supports your customer and contact management. Contacts can easily be saved or pulled from your e-mails and address books. Existing data is also imported into the CRM system without difficulty. Once registered in the CRM software, you can take advantage of workflows for lead qualification, opportunity and campaign management, or simply the ability to save and retrieve important information.

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You can connect tasks and events with leads or customers as well as manage incoming and outgoing e-mails with the customer. With the help of the customer management feature you can immediately review all activities with your potential or existing customers in chronological order in the customer file.

Lead management/Potential customer administration

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Systematic lead management can help your marketing team pass numerous qualified contacts to your sales department. With weclapp you can move from the first contact to closing the deal across various qualification levels and outline the necessary next steps for all colleagues.

Pre-qualify, qualify, or disqualify leads! An overview page allows you to locate all pre-qualified potential customers in a given city. These can then be easily processed further easily

Opportunity management

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Opportunities can be created for potential and existing customers that provide the possibility of generating business. Being able to accurately assess the potential of individual opportunities and turn them into real income income is of utmost importance.

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From the first identification of an opportunity to the communication and analysis of the desired purchase of a product, service or transaction, the opportunity process is optimized with weclapp. The various steps can be adapted to your companys’ specific workflows. Once implemented into your processes, the opportunity or sales management feature helps prioritize the potential for conversion from lead to actual customer. Leads with the highest potential of becoming actual customers can thus be treated accordingly.

Campaign management (Newsletter)

Create new campaigns with ease — events, direct mail, public relations, telemarketing, or your own variations. Add potential and existing customers as recipients with just a few clicks.

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Design successful marketing campaigns across all channels quickly and easily. The weclapp campaign management feature allows you to use information that is already implemented in the  CRM so you can contact your customers directly with a targeted message. This information can also be provided to professional newsletter publishers (as for example Mailchimp) via an interface. Customizing e-mail and newsletter campaigns is now as easy as child’s play.

Mobile CRM

A mobile CRM is key. Only when the latest information is accessible at all times and data is transferred without delay is your sales and service truly mobile. Online access ensures that the latest information is available company-wide at all times. Duplicated data administration is efficiently avoided. Depending on the task, employees can work on a notebook, tablet, or smartphone. In the office, at home, or on the road – get the job done efficiently while wherever you are. The HTML5 application runs on any Internet-capable end device in the browser.

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Native applications for Anroid and iOS offer simplified operation and faster access to data. These apps can be downloaded and installed from the appropriate app store and immediately synched with your weclapp system. These native applications are known for their intuitive user operation and a concentration on basic functions. Your employees thus have easy access to customer events or can navigate to the respective contacts.

Additional Features

Additional Functions

General

  • Full text search and filter function
  • Process history
  • Data import/export wizard (xls, xlsx, csv, Datanorm, vcard)
  • Document management in all applications
  • Records, reviews, operating numbers, reporting
  • Cockpits for revenue, purchasing, inventory and more
  • Personalized start widgets
  • Customer and industry-specific fields
  • Customizable form designer for all areas
  • Data fields that can be individually configured and adapted
  • Bookmarks and history-feature
  • Customizable views
  • Role-based authorization concepts
  • Multiple language capability for business communication and dialog box
  • Integration with all weclapp apps as well as other applications (e.g. Mailchimp, Magento)
  • Text modules
  • weclapp API (connect your own applications)
  • Foreign currency

Customer and contact management (CRM)

  • Contact management
  • Leads management
  • Customer management
  • Sales opportunities
  • Web2Lead
  • Campaign management
  • Sales regions
  • Customer classification
  • Competitor management
  • Log events (e-mails, meetings, etc.)
  • Geographic location of customers
  • Regional management
  • Sales pipeline

Organization and Collaboration

  • Web mail client
  • Personal signatures
  • Account sharing
  • Online calendar
  • Calendar sharing
  • Task and meeting management
  • Assign and share tasks
  • Audit-proof document archiving
  • OCR text recognition
  • Personalized task lists
  • Personal address book
  • Document management including version control
  • Team chat
  • Activity stream
  • Synching with Office/Outlook
  • Mail synchronization (Exchange, Google)
  • File manager

The weclapp service promise

  • Free software updates, hotfixes, service packages
  • Tutorial videos
  • Support portal with knowledge database (FAQ)
  • Live chat support
  • Basic e-mail support
  • Integrated helpful hints
  • Trained product consultant
  • Free webinars on a regular basis

This many contacts are already managed in weclapp

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