Cloud ERP Software
for service providers
for service providers
The #1 cloud ERP software
For successful teams and projects!
Work in a project-oriented way: Whether you are an agency, IT service provider or other service provider, the Cloud ERP software by weclapp supports all your processes.
Overview of projects: Always have an overview of all your various project types: weclapp supports fixed-price projects, as well as expense-based projects (e.g. time, time and material).
Workflow from A to Z: Professional contact and customer management, as well as customer projects with pre-recorded times and services that you can easily transfer to offers, contracts and invoices.
Collaboration and teamwork: Benefit from online collaboration functions—all employees have access to the latest comments and document versions.
Easy expansions: The online ERP system can be expanded modularly. For example, weclapp Helpdesk can be used to manage tickets.
ERP services—the all-in-one package for service providers!
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Customer and contact
The customer file overview enables the detailed recording and overview of each customer interaction.
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Offer and order
Create and send professional documents in your own company design with just a few clicks.
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Project and time
Project-based tasks can be easily created and thanks to live time logging, they can be invoiced down to the minute.
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Invoicing and accounting
Recorded times in weclapp can be directly transferred to an invoice and sent to the customer.
The module in overview
Customers and contacts
weclapp supports management of contacts, prospects, customers, sales opportunities, offers and all activities related to business partners. Each customer contact can be easily set up and archived in the CRM system: whether it’s a phone call, email, site visit, etc. All system users can get organized via the DMS and via the meeting, address and task management functions.
Offers and orders
Professional offers with just a few clicks! Save time with offer templates for similar offers. Once adapted, all documents are created in your corporate design. Everything under your control: Freely design logos, standard texts and backgrounds. If you select the items and recipients, shipping costs, payment terms and targets are automatically applied.
Projects
Project management simplifies the areas of task management, teamwork and document management. Project-related tasks can be created and quickly classified into the right project structure via the drag and drop function. Manage milestones, distribute quotas and monitor progress at all times. The integrated chat provides transparent communication with the team.
Time and acitivity recording
Project team members can record their hours directly to a project or to the corresponding task thanks to live time logging. Since weclapp is web-based and is also available as an app, times can also be stopped and recorded on the go or with a customer. Finally, all recorded times and services can be transferred into a service record or an invoice with one mouse click.
Invoicing and accounting
Create legal and professional invoices with one click! Recurring invoices are automated and documents are safely archived in DMS. Complete your monthly statements by exporting invoices, receipts and payment flows in a DATEV-compliant manner and send them to your tax advisor. The interface to the company’s online banking saves time on transfers and incoming payments.
Optional: Helpdesk
Accelerate and optimize your customer service with the optional Helpdesk add-on. It instantly bundles all channels: Whether via customer portal, email or phone, all (internal and external) requests are neatly listed in the ticket system. Features such as email-to-ticket and the self-service portal help you and your team deliver excellent service to your customers.
Additional features
Adress book
Uncomplicated online address management with MS Outlook and Google synchronization.
Collaboration
Straightforward team collaboration via the chat function on the company’s internal social network.
Calender
You and other colleagues can use it simultaneously to organize dates, e.g. vacation calendar.
Tasks
The easiest way to manage and distribute daily tasks anytime, from anywhere and on all devices.
Documents
Secure online storage for location-independent access on all devices.
Practical email functions with mail archiving for all major business transactions.
Open Rest-API
The open interface allows read and write access.
+500 additional features
Try weclapp now and familiarize yourself with our helpful functions for retail trade.
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
- Minutes, reviews, key figures and reporting
- Key figure cockpits for revenue, purchasing, inventory and more
- Personalized start widgets
- Customer and industry-specific fields
- Flexible form designer for all documents
- Data fields that can be individually configured and adapted
- Bookmarks and history features
- Customizable views
- Role-based authorization concepts
- Multiple language capability for trading and dialog languages
- 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
- Competition management
- Log events (emails, meetings, etc.)
- Geographic location of customers
- Regional management
- Sales pipeline
Organization and collaboration
- Webmail client
- Personal signatures
- Account sharing
- Online calendar
- Calendar sharing
- Task and appointment management
- Assign and share tasks
- Document archiving
- 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
Offers and orders
- Services and warehouse items
- Alternative and optional items
- Free text fields
- Offer templates and copies
- Margin displays
- Automatic send-out via email
- Layout can be adapted with form designer
- PDF preview
- Multi-tiered header and item discount
- Print versioning
- Scalable
- Multi-lingual texts
- Foreign currency
- Availability display
- Date calculation
- Flexible pricing system: graduated pricing scale, prices specific to sales channel
Invoices
- Billing and proforma invoices
- Deposit invoicing and final billing
- Multi-tiered partial payments
- Recurring invoices
- Credit notes
- Cash invoices
- Credit note
- Automatic send-out via email
- Outstanding item management with DATEV export (optional)
- Generic interface to external financial accounting systems
- Payment record
- Revenue reports in the sales cockpit
- Chart of sample accounts
- Import/export of accounting entries
The weclapp service promise
- Free software updates, hotfixes, service packages
- Tutorial videos
- Support portal with knowledge database (FAQ)
- Live chat support
- Basic email support
- Integrated helpful hints
- Trained product consultant
- Free webinars on a regular basis
Good reasons for weclapp
The mobile ERP software for service providers—now also available for smartphone!
Our satisfied service providers state
Manfred Ausserbichler
Managing Director of IcoSense
It has never been this easy! We achieved our goals the quickest with weclapp. The usability is excellent!
Mürsel Topal
Managing Director of MAXIM-DESIGN
All modules are linked together and communicate with one another — that is fantastic!
Bernhard Aichinger
Managing Director of E-CONOMIX
weclapp is a comprehensive software that perfectly covers all the required functions of an agency business.
Marcel Aue
Managing Director of KNDR.team
We particularly like the graphical user interface and the well thought-out process behind the individual steps.
Also suitable for your industry!
IT service providers
The perfect combination of customer management, invoicing and Helpdesk with time logging for IT service providers.
Agency
The low-cost, web-based agency software for flexible customer and project management with time logging for agencies.
Consultancies
The all-in-one solution for managing customers and consultancy projects for small and medium-sized consulting firms.
The all-round carefree package for IT service providers, system houses, agencies and consultancies
Cloud ERP services
✔ CRM – Customer and contact management
✔ 360-degree customer view
✔ Tasks and calendar
✔ Email automatization
✔ Telephone link (CTI)
✔ Opportunities and campaigns
✔ Offers, orders, invoices
✔ Project management
✔ Time logging
✔ Recurring invoices
✔ Form designer
✔ Financial accounting and banking
