Cloud Software for Service Providers
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.
Modules: An Overview
Customer-/ Contact Management
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.
Offers and Orders
Create and send professional offers with the weclapp quotation management with just a few clicks. 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.
Projects
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. Users can send e-mails from the system or can communicate with one or more colleagues via the internal chat system. Therefore, in weclapp it is extremely easy to discuss tasks and chat.
Time- and service recording
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.
Proposals and (recurring) Invoices
Regular payments can be automated with the recurring invoice function. Created documents are securely archived in the document management system. At the close of the month, export your DATEV conforming invoices, supporting documents and payment transfers and send them to your tax advisor. The interface with your online banking account saves you time on transfers to suppliers and on payments with your customers.
Optional: Helpdesk
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 & optimize your customer service. The help desk system immediately bundles all channels – customer portal, e-mail, and telephone. All requests (internal and external) are listed in the ticket system and the support questions can be passed on to the appropriate employee.
Additional features
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
Why weclapp?
Perfect for service providers!
The cost-effective, web-based customer and project management software solution for agencies.
The all-in-one customer and consulting project management solution for small to medium sized consulting firms.
The perfect combination of customer management, invoicing, and help desk, including time logs.
