Cloud Software for Service Providers

Whether you are an agency, consulting, IT or other service provider, the Cloud ERP software by weclapp supports all processes in the service industry and allows you to manage various project-related activities with only one system:
Professional contact and customer management (CRM), as well as customer project management, which enables you to easily record time and effort and transfer data to proposals, contracts and invoices (ERP). The online ERP system can be expanded modularly in order to manage customer or project support tickets (Helpdesk).
The numerous online collaboration functions strengthen customer management and project planning — all employees have access to the latest comments and document versions. In order to meet the various requirements of a broad array of service providers, the Cloud ERP software can be tailored to specific needs. New customized fields can be added quickly and existing ones can be modified easily. This allows documentation even of the most “exceptional” cases.

With the software for service providers all interrelationships within your organization can be displayed and managed. For example, the calls of customers can be noted and stored in the CRM system. Emails can also be saved in the customer file with just a few mouse clicks. The web application supports the management of all business partners (contacts, leads, customers) and all activities get associated with that partner.
External newsletter services can be integrated into the campaign management. This is how weclapp can support your online advertising measures. On a functional level all employees have access to customer data via their browser. This ensures fast and cost effective availability of information. Additionally, users can stay organized using the document management system or control their own scheduling, address, or task management.

weclapp provides simple tools to handle complex projects, only by keeping the functions that are truly needed. Project-related tasks can easily be established and quickly inserted in the right project structure via a drag & drop function. That way you can manage milestones, distribute tasks, and stay abreast of progress at all times.
Factors that determine project success include not only correct task distribution, but also transparent communication across teams and a uniform information structure. Therefore, in weclapp it is extremely easy to discuss tasks and chat. Thanks to the DMS, all employees are always working on the latest document version.
The project management module is not based on traditional project management systems, but focuses on simplicity in the areas of task management, teamwork, and document management. Particular attention has been paid to the area of efficient communication. Users can send e-mails from the system or can communicate with one or more colleagues via the internal chat system.

Using the group calendar project teams are always on top of timelines. Appointments can be found, scheduled and tracked quickly and easily. Timelines can be coordinated optimally without a great deal of processing.
A core function of project management is the project-related services- and time recording. Team members book their hours and expenses directly into the respective project or task. In order to accomplish this while on the road, services can be entered using a web interface or the mobile applications for Android and iOS. Working hours on-site at the customer can thus be timed and logged directly into the system.
Recording the working hours directly instead of entering them into the system later saves time. Not a single hour will be unbilled, because all recorded hours and services can be transferred to an invoice with just one mouse-click.

Using the online proposal and order management feature, you can create and send professional proposals and invoices with just a few clicks. Even if you are not an accountant! Additionally, you save time with proposal documentation and recurring invoices. Similar proposals can be created quickly and easily using templates and with the recurring invoice function regular payments can easily be automated.
Once assimilated, all your documents will conform to your corporate design. When you are writing invoices, they will be formatted to your specifications: logo, standard texts, and backgrounds can be customized to fit your preferences.
weclapp supports the creation of proposals, orders, and invoices in conformance with regulatory statutes. Created documents are always securely archived in the document management system. At the close of the month, simply export your DATEV conforming invoices, supporting documents and payment transfers and send them to your tax advisor or accountant.

The optional help desk add-on expands your existing ERP system with many additional functions relating to after-sales support. With the help desk you will speed up and optimize your customer service. You will improve significantly the quality and response times of your support team by providing your customers several means of contacting you with requests. The help desk system immediately bundles all channels — customer portal, e-mail, and telephone. All requests (internal and external) are clearly listed in the ticket system and the support questions can be passed on to the appropriate employee.