Cloud Software for Service Providers

Auszeichnungen

The #1 Cloud-ERP-Software

 

Customer

Offer

Order

Project

Tasks
Time

Invoice

Open item
Reminder

Support

Ticketing
Servicecontract

ERP Service –  from 24€ per user!

Customer & Contact
The easy customer and contact management allows you detailed insights in customer interactions!

Offer & Order
Create and send individual documents with your company brand in just a few clicks!

Project & Time
Tasks are easily created & billed with minute-by-minute precision due to live time logging.

Bill & Accounting
Logged time can be transferred in a bill and sent to the customer immediately.

crm-customer-weclapp

Customer and Contact Management (CRM)

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.

central management    complete contact history    specific support

Offers and Orders

Create and send professional offers with the weclapp quotation management with just a few clicks. 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. Everything will be formatted to your specifications: logo, standard texts, and backgrounds can be customized to fit your preferences.

When creating a proposal you just have to select the customer and the article. Delivery Charges, terms and dates of payment are generated automatically.

Professionell offers    Corporate Design    Secure archiving

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erp-services-project

Projects

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.

Progress chart   Transparent communication

Time- and service recording

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.

App for iOS and Android    Easy appointment coordination    Live time logging

erp-services-time-recording
erp-services-sales-order

Proposals, Orders, and (recurring) Invoices

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 regular payments can easily be automated with the recurring invoice function.
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 interface with your own online banking account saves you time on transfers to suppliers and on payments with your customers.

DATEV-Export    Online Banking    SEPA-Mandate administration

Additional features

Tasks

The simplest way to manage and assign daily tasks across all devices.

Calender

Simultaneous use among colleagues for easy scheduling of meetings, or e.g vacation time.

E-Mail

Practical email functions with archiving capability for all significant business events.

mehr erfahre

Documents

Secure online storage for access from any device from anywhere.

Adress book

Easy online address management with synchronization to MS Outlook and Google.

Collaboration

Team collaboration is given by chat functions on the internal social network.

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, reports/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-features
  • 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 appointment 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

Projects

  • Project planning and overview
  • Project teams with user roles
  • Project tasks, subordinated tasks, and milestones
  • Graphic progress displays
  • Project archiving
  • Time log
  • Project structure map
  • Resource management
  • Project documents
  • Risk and cost management

Proposals

  • Services and warehouse items
  • Substitute/alternative and optional items
  • Free text fields
  • Proposal templates and copies
  • Margin displays
  • Automatic send-out via e-mail
  • Layout can be adapted with form designer
  • PDF preview
  • Multi-tiered discounts
  • Print versioning
  • Scalable
  • Multi-lingual texts
  • Foreign currency
  • Availability display
  • Date calculation
  • Flexible pricing system: graduated pricing scale/bulk pricing, prices specific to sales channel

Orders

  • Services and warehouse items
  • Substitute/alternative and optional items
  • Free text fields
  • Proposal templates and copies
  • Margin displays
  • Automated e-mailing
  • Layout can be adapted with form designer
  • PDF preview
  • Multi-tiered discounts
  • Print versioning
  • Scalable
  • Multi-language texts
  • Foreign currency
  • Availability display
  • Date calculation
  • Flexible pricing system: graduated pricing scale/bulk pricing, pricing specific to sales channel

Invoices

  • Billing & proforma invoices
  • Deposit invoicing and final billing
  • Multi-tiered partial payments
  • Recurring invoices
  • Vouchers
  • Cash invoices
  • Credit invoices
  • Automatic send-out via e-mail
  • Open item accounting administration with DATEV export
  • Generic interface to foreign financial accounting systems
  • Payment record
  • Revenue reports in the sales cockpit
  • Chart of sample accounts
  • Import/ export of accounting entries

Product and item management

  • Serial numbers and batch numbers
  • Supplier item number
  • Returns
  • Sales items and product groups
  • Inventory management
  • Flexible pricing system: graduated pricing scale/bulk pricing, pricing according to sales channel
  • Bill of materials
  • Prices and conditions
  • Currencies
  • Item discounts and price groups
  • Graduated discount scale

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

Optional: Help desk expansion

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.

helpdesk-ticketuebersicht

START IN A FEW SECONDS

30 days free of costs. Automatic cancellation. No spam-mails.

Try weclapp on your mobilephone!

Live access worldwide

Work regardless of time and place with the weclapp app.

Fast response time

Offer the best services with the mobil customer file.

Mobile ERP Software
Always up-to-date

In the mobile CRM you can see all your tasks and events at any time.

time-independent working

Have access to your working place from everywhere with the weclapp app for iOS and android.

Why weclapp?

Central data base

The central Database allows the whole team to have access to the data of all departments. This improves the collaboration between departments and places.

time- and moneysaving

To use only von systems is extremly cost saving. The all-in-one solution provides you with more transparency in your company and is time saving.

Growing together

weclapp is cloud based. So there are no implementation or maintenance costs. Updates are free and because of the modular design you can start risk free and top up any time.

Perfect for service providers!

Agencies

The cost-effective, web-based customer and project management software solution for agencies.

Company consultations

The all-in-one customer and consulting project management solution for small to medium sized consulting firms.

IT service provider

The perfect combination of customer management, invoicing, and help desk, including time logs.