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Work in a project-oriented way

Whether you are an agency, IT service provider or other service providers, the Cloud ERP software by weclapp supports all your processes.

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.

*weclapp was named the winner in the ERP Platform category for the “ERP System of the Year 2020” competition held by the Center for Enterprise Research

ERP services – the all-in-one package for service providers!

Customer and contact

The customer file overview enables the detailed recording and overview of each customer interaction.

Offer and order

Create and send professional documents in your own company design with just a few clicks.

Project and time

Project-based tasks can be easily created and thanks to live time logging, they can be invoiced down to the minute.

Invoicing and accounting

Recorded times in weclapp can be directly transferred to an invoice and sent to the customer. The weclapp management software also supports electronic PA invoicing.

cloud erp service
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.
Time and activity 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! 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.
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Additional features

Address book

Uncomplicated online address management with MS Outlook and Google synchronization.

Calendar

You and other colleagues can use it simultaneously to organize dates, e.g. vacation calendar.

Authorizations

The authorization concept enables an even more fine-grained configuration of access rights.

Documents

Secure online storage for location-independent access on all devices.

Email

Practical email functions with mail archiving for all major business transactions.

Open Rest-API

The open interface allows read and write access.

Additional functions

  • Full-text search and filter function
  • Process history
  • Data import/export wizard (xls, xlsx, csv, vcard – only as import)
  • 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 dialogue 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
  • 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
  • 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
  • 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
  • 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 a 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
  • Billing and proforma invoices
  • Deposit invoicing and final billing
  • Multi-tiered partial payments
  • 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
  • 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

Central database

Central data retention enables the entire team to have access to data from all departments in real-time. This improves the collaboration between different departments and locations.

Save time and money

Using weclapp results in significant cost savings. Additionally, eliminating many individual solutions saves time and increases transparency in your company.

Grow together

Operating in the cloud eliminates implementation and maintenance costs and updates are free. The modular design allows you to start risk-free and scale at any time.

Data security

The security of your data is very important to us. weclapp is a German company certified according to ISO 27001. Your data is stored in an audited FFM computer centre.

Our satisfied service provider customers
5/5

It has never been so easy! We went through our work processes – weclapp was the quickest way to reach our goal. The usability is excellent!

5/5

All the modules are connected and communicate with each other. That’s great!

50%

cost savings through optimised processes*

25%

time savings thanks to intelligent workflows*

*Figures based on customer feedback

80%

increase in productivity through automation*

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

ERP services

  • For teams from consulting, agency, IT consulting etc.
  • Offer & Order
  • Project Management
  • Time tracking
  • Invoice
  • Project order
  • Accounting & Banking
  • + all modules from the package CRM