Keeping track of acquisition and customer activities and making future projects plannable is often a challenge. Evaluated sales opportunities and accurate forecasts help your team to identify potential early on and exploit it in a targeted manner.
Consulting with a system
Manage your projects and customer relationships in a structured manner.
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From structured contact management and central document storage to project-based client management, including quotations and invoicing. With just one software package, you can manage CRM (customer relations and communication), ERP (commercial processes and preparatory accounting) and all project management – clearly and consistently. Additional functions such as travel expense accounting, holiday planning and project time recording support you in your daily organisation. work4all is the best software solution for consulting firms, as it covers CRM, DMS, ERP and project management in a single all-in-one solution.
The user-friendly, intuitive interface ensures quick familiarisation and maximum clarity – for consultants, teams and managers alike.
ihre all-in-one Lösung
Bereit für die E-Rechnungspflicht? Mit work4all kein Problem.
work4all erfüllt alle gesetzlichen Anforderungen gemäß DIN EN 16931.
Der Empfang und Versand von E-Rechnungen im Format X-Rechnung und ZUGFeRD ist vollständig integriert.
Highlights
The work4all desktop shows you all relevant information about your customers, partners or projects at a glance. You can see all communication and relevant documents such as quotations, contracts and invoices – everything in one central location.
Time tracking, holiday planning, travel expense accounting and much more are also integrated.
Standard software with proven processes
Yet many options for configuration
Good value for money
Mobile access via app and browser
Satisfied users
work4all project manager with many years of industry expertise
PROJECT: The customer order - your project
Project management ensures the orderly storage of all documents, communications and commercial information. Projects also form the basis for your capacity planning, distribution of responsibilities and project-related controlling.
ERP: Business issues under control
With the commercial modules from work4all, you can manage quotation creation, order management and invoicing. Everything runs seamlessly and without system interruptions in a single software solution.
CRM: communication in one place
CRM means centrally archiving all communication with a customer and, in particular, with an order. Whether it's emails, phone calls or customer documents — all colleagues have access to all relevant information and therefore have the same level of knowledge at any time and up to date.
APP: The mobile office on the construction site
Contact details, reports, emails, meeting logs, order confirmations... this and more can also be accessed on the go via the work4all app. You can also track project times and travel expenses on the go with your smartphone.
Your all-in-one solution
Functions for consulting companies
Mobile time tracking
Project times are tracked directly on-site, for example, at the construction site, using the work4all app. This eliminates the tedious task of recording times later in the office. In the desktop version of work4all, these times can then be converted into performance records or invoices. Along with third-party services (incoming invoices), all project costs are kept up-to-date.
Sales potential
Evaluations and forecasts
Various analyses of sales opportunities, by employee or group, right through to forecasts, help decision-makers maintain an overview.
Document management (DMS)
Documents are at the heart of information in an engineering office. All project documents such as reports, plans, photos, etc. are stored clearly in work4all. In the background, files can be stored in standardized project folders on your server. For example, external departments can also store files in these project folders via Windows Explorer and these documents are visible and accessible in work4all.
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Project planning with the plan calendar
In internal and customer projects, you plan colleagues, possibly subcontractors, equipment, vehicles and work materials. The plan calendar helps you plan “who, when and where” with tasks, bar chart (GANTT) and scheduling. Your employees automatically receive appointments and can report back work statuses.
Project controlling as a measure of success
In project controlling, as a decision maker, you see external and in-house contributions on a daily basis. This allows you to notice early on whether the project is getting out of hand or whether your planned figures are being achieved.
Recorded project times are compared with the planned values and can be conveniently invoiced at the push of a button.
With the work4all dashboard, you have all your figures with you even when you're on the move
As a managing director or decision-maker, you can keep an eye on your company's key figures on your smartphone while on the go.
- Turnover
- Order intake
- Comparisons with the previous year
- Employee figures
- Open items and outstanding liabilities
Absences of all colleagues at a glance
The absence calendar manages holidays, special leave, sick leave, overtime compensation and vocational school hours. The colour coding serves to differentiate between different types of absence.
Other types of absence, such as parental leave, can also be quickly configured. Entries can be made flexibly for single days, half days or multiple days.
One holiday entry, multiple effects
Holidays are entered once centrally in the work4all absence calendar and are then transferred to all relevant calendars and modules in work4all.
From resource planning to the employee's smartphone calendar: holidays appear automatically everywhere. Holiday periods are also already recorded as actual times in the employees' time recording cards.
Digitise the monthly commuter folder with your tax advisor
In work4all, you can conveniently capture receipts using drag & drop or scan – centrally available to all colleagues with the appropriate rights. Incoming invoices can be approved, credit card receipts collected and transactions documented in an audit-proof manner. The ZUGFeRD and X-Rechnung e-invoice formats are also fully supported. All receipts can be exported to Datev or other accounting programmes – including posting proposals that are automatically generated from the stored financial accounting accounts for the items.
Mobile access to all documents
With your smartphone or tablet, you have all documents with you on the go and can therefore access site plans, reports, orders, invoices, etc. on site at the construction site or in the field. Of course, you can also access the entire project documentation.
Engineering and planning offices
Feature overview
Integrated CRM, DMS, ERP and project management without interfaces
Semi-automatic billing of services
Standard processes with extensive configuration options
Integrated additional functions such as travel expense accounting, vacation management, etc.
Time tracking for project and working hours including comparison
Export of financial accounting data via various standard interfaces
Project management and scheduling with the plan calendar
High customer satisfaction — with best-in-class grades!
As in previous years, work4all ranks among the top software providers in various survey categories in the Trovarit user study!
The study is solely based on customer reviews. work4all received top satisfaction scores in, among others, the following areas:
