Cloud ERP Software for service providers

The #1 cloud ERP software*

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.

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.

Open Rest-API

The open interface allows read and write access.

Documents

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

Email

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

+ many other features

Additional functions

General

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

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 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

Invoices

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

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

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