Consulting with a System
Manage your projects and customer relationships in a structured way
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Excellent on all platforms
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Over 1000 companies trust work4all
From individual users to teams of 200. From office staff to field technicians and management.
Important functions for consulting companies
Mobile access to all documents
With a smartphone or tablet, you have all documents with you on the go, allowing you to access site plans, reports, orders, invoices, and more directly on-site at the construction site or in the field. Of course, you can also access the entire project documentation.
Mobile time tracking
Working and project hours are recorded directly on site using the work4all app. This eliminates the need for the tedious re-entry of times back at the office. The recorded hours can then be converted into service reports or invoices in the office. Together with third-party services (incoming invoices), all project costs are visible and up to date on a daily basis.
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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.
Professionalize sales with opportunities (leads)
Sales opportunities (or “leads”) help manage sales activities. In work4all, they serve not only as an organizational tool, but also as the basis for forecasting. In work4all, sales opportunities can be created from quotations with a single click, making them fully integrated into all commercial processes — including a range of analysis options.
Project controlling as a measure of success
In project controlling, decision-makers can view both third-party and internal services on a daily up-to-date basis. This allows you to identify early on whether a project is getting off track or whether your planned figures are being met.
Recorded project hours are compared with planned values and can be conveniently billed at the touch of a button.
Document management (DMS)
Documents are a central knowledge resource and working foundation in consulting. Presentations, reports, analyses, and other project documents are stored in a structured way in work4all and remain accessible at all times.
In the background, files are automatically stored in standardized project folders on your server. This means that external departments can also save files directly to the relevant project folders via Windows Explorer or in SharePoint/OneDrive. These documents are then visible and accessible in work4all.
Keep track of all colleagues’ absences
Der Abwesenheitskalender verwaltet Urlaub, Sonderurlaub, Krankheit, Überstundenausgleich und Berufsschulzeiten. Die Farbgebung dient der Differenzierung.
Auch weitere Abwesenheitszeiten wie z. B. Elternzeit lassen sich schnell konfigurieren. Die Einträge sind flexibel für einzelne, halbe oder mehrere Tage möglich.
CRM, ERP, and Project Management for Consulting Firms
work4all is the all-in-one software for consulting firms. This software solution combines CRM, ERP, DMS, and project management in a single, central system – from structured contact management and document handling to project-based quotations and invoicing.
Consultants can manage customer relationships, financial processes, time tracking, resource planning, and billing seamlessly within one software. Features such as travel expense management and vacation planning support daily organization.
The intuitive user interface ensures quick onboarding. Consistently positive reviews on platforms like Google and DATEV confirm high customer satisfaction.
work4all stands for digital, efficient, and successful project execution in consulting firms.
Bring your growing business processes into a digital home
work4all connect what belongs together: projects, customers, invoices, documents, articles, employees. Everything clearly integrated in one software system.
