Cloud CRM & ERP for management consultancy

Control offers, customers, projects and billing with one software.

30 days free. Automatic cancellation.

The most important functions at a glance

With a functional CRM, flexible project management including task and time recording as well as clear order management, the intelligent software weclapp has a comprehensive range of helpful tools for your consultancy company.  And all this in a modern cloud solution that your consultancy team can access from almost anywhere.

modern dashboard

CRM

Optimise your consultations thanks to modern CRM for uncomplicated maintenance, archiving and analysis of your customer relationships.

Project management

Make your project management efficient. With weclapp you can assign tasks, track project progress and collect project-related documents.

Order management

With the weclapp order management, all steps from the customer enquiry to the quotation to the order confirmation can be processed intuitively.

Invoicing

Customise offer and invoice templates in individual design, send and archive them fully automatically.

Time tracking

Stop your working time on a project simply and comprehensibly online and thus ensure fair and transparent billing.

Team management

Create and manage fixed hourly and daily rates to ensure smooth collaboration between internal and external (freelancer) team members.

Less administration - more counselling

Up to 42% cost savings through more efficient organisation
42%
Up to 36% time saving in the course of the project
36%
Up to 22% improved processes thanks to complete workflow
22%

Use weclapp also for your management consultancy!

Management Consulting

Financial consulting

IT consulting

Strategy consulting

Personnel consulting

many more!

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20,000+ enthusiastic users | 13 years of experience

CRM

Individual support is a must for your demanding customers. Thanks to weclapp, you and your team have an overview of the entire customer history. This enables you to provide professional advice.

Project management

For a successful consulting project, a transparent way of working and clear communication is necessary. With weclapp you have the possibility to assign project-related tasks in a controlled way and to regularly control the progress of the project.

Order management

A structured order management is the basis for a successful and smooth order processing. weclapp supports the entire workflow from quotation creation to order processing and invoicing.

Time tracking

To enable fair and transparent accounting, stop the working time on a project easily and comprehensibly online. weclapp supports you in the sensible organisation of your projects and ensures a balanced workload of your team members.

Invoicing

Create professional and project-specific proposal and invoice templates to gain your clients' trust and convince them of the professionalism of your consultancy.

Team management

The prerequisite for a successful project is smooth cooperation between internal and external team members. With weclapp you can easily create and manage the wages of the different team members.

More features

Activity stream

You can easily track the activities of team members on the dashboard - the internal company feed keeps you up to date.

Collaboration

During on-site client appointments, counsellors can communicate questions publicly in real time via Teambox and receive answers from colleagues.

Opportunity management

Potentials are recognised more quickly through the comprehensible assessment of the customer relationship and immediately transformed into concrete opportunities.

Financial accounting

With just one click, you can export all the necessary documents via the DATEV interface and send them to your tax advisor.

Invoicing

Thanks to project-specific time recording, you can invoice services in detail. The software guides you step by step through the workflow.

Project controlling

With the transparently estimated time expenditure and the fixed hourly rates, you control your project costs.

Resource utilisation

Accurately document workload and absences and effectively plan staff utilisation.

Calendar

Simultaneous use with colleagues to easily organise appointments, e.g. as a holiday calendar.

Reports

See everything at a glance - thanks to real-time updates and meaningful reports.

Performance record

Create a clear PDF of the services provided, including bookings, and present it to your customers (coming soon).

Service contract

Create service orders from offers with a simple click (coming soon).

+ many more features

What our satisfied customers say

“With weclapp, we have found an ERP system specifically for service providers that is also still ideally suited for growing companies like us.”

5/5
Titus Lindl
Titus Lindl
Managing Director WEGVISOR

“We very much enjoy implementing mailing campaigns with the weclapp software. It’s uncomplicated and very effective at the same time.”

5/5
Dirk Thiemann
Managing Director DIV

The all-round carefree package for management consultants

ERP Services

  • For teams from consulting, agency, IT consulting etc.
  • Offer & order
  • Project management
  • Time tracking
  • Invoice
  • Recurring invoices
  • Financial Accounting & Banking