The # 1 cloud ERP software
For successful teams and successful projects!
Work on a project basis:
All processes are supported by the cloud ERP software weclapp. No matter whether agency, IT service provider or other service company.
Workflow from start to finish:
Recorded times and services from customer projects can be transferred to offers, orders and invoices. This guarantees professional contact and customer management.
Cooperation and teamwork:
With the online collaboration function, all employees always have access to the latest comments and the latest document version.
It is possible to modularly expand the online ERP system. The weclapp Helpdek ticket management can be used.
Customer & Contact
Offer & Order
Project & Time
Invoice & Accounting
An overview of the modules
Customers and Contacts
Manage contacts, customers, prospects, sales opportunities, offers and all activities related to your business partners with weclapp. In the CRM system, every contact with the customer is easily created and archived. Regardless of whether it’s a call, email, or on-site visit. All system users organize themselves via the DMS as well as the appointment, address and task management.
Offers and Orders
Get a professional offer with just a few clicks! With the offer templates you save time with similar offers. All documents will be created in your corporate design as soon as this is adjusted. Logos, standard texts and backgrounds can be designed completely freely. As soon as you have selected the article and the recipient of the offer, shipping costs, payment terms and targets are automatically adopted.
The areas of task management, teamwork and document management are simplified by project management. Using drag & drop, project-related tasks can be quickly classified into the correct project structure. Monitor progress at any time, manage milestones or distribute tasks. The integrated chat ensures transparent communication with the team.
Time and performance recording
Thanks to live time recording, working hours of project employees can be booked directly on the project or the corresponding task. Thanks to the web-based app, times can also be stopped and booked on the go or at the customer’s location. With just a click of the mouse, the recorded times and services can then be included in an invoice.
Bills and Accounting
With just one click to a legally secure and professional invoice! Automation of recurring invoices and archiving of documents in the DMS. You can export invoices, receipts and payment movements in accordance with DATEV and send them to your tax advisor. Save time with the interface to the company’s own online banking for transfers and incoming payments.
You can speed up your customer service with the optional help desk add-on. In the ticket system, all inquiries (internal and external), regardless of whether via customer portal, e-mail or telephone, are listed in a clear manner. Your team is supported with functions such as e-mail-to-ticket and the self-service portal, so you can offer your customers excellent service.