User-friendly Cloud CRM Software
With weclapp Cloud CRM you 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 create campaigns, identify sales opportunities and get to know the customers of tomorrow. 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)
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 can also be imported into the CRM system without difficulty. Once registered in the CRM software, you can take advantage of workflows for lead qualification, opportunites and campaign management or simply the ability to save and retrieve important information.
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
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 be then easily processed.
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 is utmost important.
The process beginning with the first identification of an opportunity to the communication over the analysis of the desired purchase of a product, service or transaction 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 in a simple way – events, direct mail, public relations, telemarketing or your own variations. Add potential and existing customers as recipients with just a few clicks.
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 email and newsletter campaigns is now as easy as child’s play.
- 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
- 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