Cloud CRM Software made easy for SMEs
With the online CRM System by weclapp — win new customers and keep them long term
30 day free trial
User-friendly Cloud CRM Software
With weclapp Cloud CRM, you can keep track of your contacts, leads, and existing customers. You will get a better overview instantly, because every interaction with an interested party or a customer can be easily saved and retrieved. All important information is always at your fingertips!
weclapp’s online CRM System allows you to design campaigns, identify sales opportunities, and get to know the customers of tomorrow, today. Your employees can access basic functions such as customer directory, address book, e-mails, meeting schedule, documents and various collaborative functions (chat, group chat) that you are familiar with through social networks from anywhere at anytime. Whether a lead, an opportunity, or campaign management, the web-based CRM supports the activities of your business, grows with your requirements, and can be easily expanded for additional users and functions.
Customer and Contact Management (CRM)
Satisfied customers are everything! The web-based CRM solution supports your customer and contact management. Contacts can be saved easily or pulled from your e-mails and address books. Existing data is also easily imported into the CRM system. Once in the CRM, you can take advantage of workflows for lead qualification, opportunity and campaign management, or simply the ability to save and retrieve important information.
You can connect tasks and events with leads or customers, as well as manage incoming and outgoing mail with the customer. With the customer management feature, you can immediately review all activities with your potential or existing customer in chronological order with the help of the customer file.
Lead management/Potential customer administration
Systematic lead management can help your marketing team pass numerous qualified contacts to your sales department. With weclapp, you can move from first contact to closing the deal across various qualification levels and outline the necessary next steps for all colleagues.
Pre-qualify, qualify, or disqualify leads – for example, overview pages allow you to locate all pre-qualified potential customers in a given city. These can then be easily processed further.
Opportunity management
Opportunities are created for potential or existing customers that present the possibility of generating business. Being able to accurately assess the potential of individual opportunities is of the utmost importance in turning them into real income.
From the first identification of an opportunity to the communication and analysis of the desired purchase of a product, service or transaction, the opportunity process is optimized with weclapp. The various steps can be adapted to your company-specific workflows. Once implemented into your processes, the opportunity management or sales management feature helps prioritize the potential for conversion from lead to actual customer. Leads with the highest potential of becoming actual customers can thus be treated accordingly.
Campaign management (Newsletter)
Create new campaigns with ease — events, direct mail, public relations, telemarketing, or your own variations. Add potential and existing customers as recipients with just a few clicks of the mouse.
Design successful marketing campaigns across all channels quickly and easily. The weclapp campaign management feature allows you to use information already in the CRM so you can address your customers with a targeted message. This information can also be provided to professional newsletter publishers (for example, Mailchimp) through an interface. Custom e-mail and newsletter campaigns are now as easy as child’s play.
Mobile CRM
A mobile CRM is key. Only when the latest information is accessible at all times and data is transferred without delay is your sales and service truly mobile. Online access ensures that the latest information is available company-wide at all times. Duplicate data administration is efficiently avoided. Depending on the task, employees can work on a notebook, tablet, or smartphone. At the office, from home, or on the road – get the job done efficiently while on the go. The HTML5 application runs on any Internet-capable end device in the browser.
Native applications of Anroid and iOS offer simplified operation and faster access to data. These apps can be downloaded and installed from the appropriate app store and synched immediately with your weclapp system. These native applications are known for their intuitive user operation and a concentration on basic functions. Your employees thus have easy access to customer events or can navigate to the appropriate contacts.
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
- Protocols, 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 protocols
- 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 (for example, 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 meeting 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
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