Weclapp Review

Weclapp is a web-based Customer Relationship Management (CRM) software designed for small and medium-sized businesses. It enables companies to manage contacts, leads, and customers, identify sales opportunities, and create campaigns, with tools that include group chat, task management, synchronization with Microsoft Outlook, and more.
Contact management tools extract contact details from address books and emails and allow users to import existing data. Events and tasks can be linked to leads or customers, and users can manage email communications and review activities in chronological order. Lead management workflows allow contacts to move through different qualification levels until the deal is closed. All prequalified prospects in a single city can be viewed on the overview page, allowing users to process them efficiently.

WECLAPP – TUTORIAL

WECLAPP – FEATURES

• Customer acquisition and retention: helps you acquire new customers and provide long-term support.
• 360° customer overview: the solution records all details and the entire digital correspondence with each individual customer. This allows your team to respond quickly and flexibly to customer requests.
• Revenue growth: supports sales team members in managing leads and opportunities.
• Campaigns: reach your prospects with effective campaigns generated directly from weclapp.
• Opportunities: provides an overview during the “hot” phase of the sales process.
• Customize the dashboard: choose from 28 widgets the most important information for your homepage.
• Event monitoring overview: in the results overview, every authorized team member can view all customer requests and the measures taken. This ensures everyone stays updated and can provide professional customer support.
• Smart email management: integrate your inboxes directly without switching between tools. Automatic email archiving allows you to assign emails directly to the respective customer.
• Sales regions: intelligent classification based on sales regions. Each team member can monitor prospects in their region, and contacts can be filtered by location.
• Analytics: provides all key information quickly with optimized graphics. Thanks to transparent BI reporting, you can identify which processes led to closing a sale.
• Tasks: the easiest way to manage and organize daily activities anytime, anywhere, and on all devices.
• Email: practical email features with archiving in all key transactions directly within the solution.
• Address book: simple online address management with MS Outlook and Google synchronization.
• Calendar: shared use with colleagues to easily organize appointments.
• Reminders: with in-app notifications and reminders, you always have an overview of your most important appointments.
• E-invoicing: with the “ERP management packages for service companies / for commerce,” you can conveniently create electronic invoices.