bold-epic-systems-beratung

weclapp für Berater & Dienstleister:
Projekte profitabel steuern –
von der Akquise bis zur Abrechnung.

Ihre wertvollste Ressource ist Zeit. weclapp verwandelt erfasste Stunden automatisch in korrekte Rechnungen und gibt Ihnen in Echtzeit Einblick in Projektauslastung und Profitabilität. So skalieren Sie Ihr Geschäft auf einer soliden Datenbasis.

Jetzt Beratungsgespräch vereinbaren

Typische Herausforderungen

Für Beratungs- und Dienstleistungsunternehmen ist die effiziente Steuerung von Projekten und Ressourcen der entscheidende Erfolgsfaktor. Getrennte Insellösungen führen oft zu Intransparenz und Umsatzverlusten.  

  • Zeit ist Geld: Lückenhafte Zeiterfassung führt zu Umsatzverlusten.  
  • Fehlender Überblick über die Auslastung der Berater und die Profitabilität von Projekten.  
  • Manuelle und fehleranfällige Abrechnungsprozesse (Stunden, Festpreise, Retainer).  
  • Getrennte Systeme (Insellösungen) für CRM, Projektmanagement und Finanzen.  
  • Hoher administrativer Aufwand bei der Reisekosten- und Spesenabrechnung.
  • Schwierigkeiten, den gesamten Prozess von der Lead-Generierung bis zum Zahlungseingang abzubilden.

Lösungsbild mit weclapp

weclapp ist das zentrale Nervensystem für Ihr Beratungsunternehmen. Es verknüpft nahtlos Akquise (CRM), Projektplanung und -durchführung, Zeiterfassung und die finale Abrechnung auf einer einzigen Datenbasis. Automatisierte Workflows reduzieren den administrativen Aufwand und geben Ihnen die Freiheit, sich auf Ihre Kunden zu konzentrieren.  

weclapp-logo
So steuern Beratungs- und Serviceunternehmen ihre Geschäftsprozesse durchgängig
CRM & Akquise

Leads, Sales-Pipeline und Kundenbeziehungen zentral managen

Projektmanagement

Planung, Aufgaben, Budgets und Deadlines im Griff

Zeiterfassung

Mobile und Desktop-Erfassung direkt auf Aufgaben und Projekte

Ressourcenplanung

Kapazitäten, Auslastung und Teamplanung übersichtlich steuern

Abrechnungsmodelle

Time & Material, Festpreise, Retainer automatisiert abrechnen

Rechnungsstellung

Zeiten, Leistungen und Spesen automatisch fakturieren

Dokumentenmanagement

Verträge, Angebote, Präsentationen zentral verwalten

Finanzen & Controlling

 Deckungsbeiträge, Auslastung und KPIs in Echtzeit analysieren

Branchenspezifische Funktionen

  • Integriertes CRM zur Steuerung der gesamten Vertriebspipeline.
  • Flexibles Projektmanagement zur Planung und Überwachung von Kundenprojekten.
  • Mobile und Desktop-Zeiterfassung direkt auf Projekte und Aufgaben.
  • Ressourcen- und Kapazitätsplanung zur optimalen Team-Auslastung.
  • Unterstützung verschiedener Abrechnungsmodelle (Time & Material, Festpreis, Retainer).  
  • Automatisierte Erstellung von Rechnungen aus erfassten Zeiten und Projektleistungen.
  • Echtzeit-Dashboards zur Analyse von Projekt-KPIs, Deckungsbeiträgen und Auslastung.  
bold-epic-8

Erweiterungen & Integrationen

  • Integration mit Office 365 / Google Workspace für Kalender- und E-Mail-Synchronisation.
  • Schnittstellen zu Kollaborationstools wie Microsoft Teams.
  • DATEV-Schnittstelle für die nahtlose Übergabe an die Finanzbuchhaltung.
  • BI-Tools für tiefgehende Analysen zur Unternehmenssteuerung.

Ergebnisse &
Mehrwerte

Steigerung der abrechenbaren Stunden durch lückenlose, mobile Zeiterfassung.

Echtzeit-Einblick in Projekt-Deckungsbeiträge für bessere strategische Entscheidungen.

Bis zu 50 % schnellere Rechnungsstellung durch automatisierte Prozesse.

Reduzierung von Fehlern durch einen durchgängigen, systemgestützten Prozess

Verbesserte Kundenzufriedenheit durch transparente Projektabwicklung und pünktliche Abrechnung.

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Mini-Case

audatis Consulting GmbH

Datenschutz & Compliance 
 

Herausforderung

Management zahlreicher Beratungsprojekte im Bereich Datenschutz und Compliance mit präziser Zeiterfassung und Abrechnung.
 

Lösung

weclapp zur zentralen Steuerung von Projekten, Kundenbeziehungen und Finanzen. 
 

Ergebnis

Effiziente Abwicklung und transparente Nachverfolgung aller Beratungsleistungen.