About work4all
Work4all is a CRM, ERP, and project management software from work4all that integrates multiple business processes into a single platform. It combines features for managing clients, projects, and time tracking, so businesses can maintain control over their complex operations. Trusted by over 1,000 companies, work4all has received high ratings, including 4.8 stars on OMR Reviews, 5 stars on Google, and 4.9 stars on DATEV. The software supports various commercial processes, making it suitable for small to medium-sized enterprises looking to consolidate their software solutions. Key capabilities: client management project management time tracking ERP integration CRM functionality Best for: small to medium-sized businesses that need to manage multiple processes efficiently.
Work4all by Work4all is a robust CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) solution designed for small to medium-sized enterprises looking for an all-in-one business management platform. Its primary purpose is to integrate customer relationship management with project planning, time tracking, billing, and document management. Work4all aims to centralize business processes and increase operational efficiency by giving users a comprehensive overview of customer data, sales activities, and project workflows. Key features include contact and customer management, quotation and invoice creation, sales forecasting, document linking, and time tracking, making it a powerful tool not only for sales teams but for the entire organization. The user interface of Work4all by Work4all is clean and structured, though somewhat traditional in appearance. It emphasizes function over form, favoring a practical layout that supports high productivity. The dashboard provides quick access to critical features like contacts, appointments, tasks, and financial data. While the learning curve may be slightly steeper for non-technical users unfamiliar with ERP-style layouts, once mastered, the interface proves to be logical and efficient.
Pros & Cons
- +Combines CRM, ERP, and project management, streamlining workflows.
- +Provides a unified view of customer, supplier, and project data.
- +Offers flexibility with apps and browser access for various roles.
- +Consistently receives top ratings for usability and support.
- +Simplifies accounting processes with seamless data exchange.
- −Integrating many features might lead to a steeper learning curve.
- −Issues with work4all could impact multiple business areas.
- −While it has extensions, it might not perfectly suit all unique industry needs.
Features
Key features
- All-in-One Platform
- Combines CRM (Customer Relationship Management), ERP (Enterprise Resource Planning), and Project Management functionalities into a single software solution.
- Centralized Information Hub
- The work4all Desktop provides a consolidated view of all relevant information related to customers, suppliers, and projects in digital records.
- Comprehensive Communication Management (CRM/DMS)
- Manages communication across various channels (emails, appointments, letters, Microsoft Teams, tasks, tickets) and stores it within the respective digital records. Includes features for marketing campaigns and sales opportunity management.
- Integrated Business Processes (ERP)
- Facilitates the creation of business documents like quotes, orders, delivery notes, service records, and invoices. Supports both straightforward and complex processes with integrations to accounting software like DATEV.
- Effective Project Management
- Enables project organization, cost control through time tracking (internal services) and invoice allocation (external services), and provides project profitability analysis. Includes a planning calendar for project scheduling and control.
- Mobile Accessibility (App/Mobile)
- Offers mobile access via dedicated apps for iOS and Android, as well as through a web browser. Provides specific functionalities for different user roles like managers (dashboards), sales representatives (customer information), and technicians (on-site delivery notes). Supports Android-based warehouse scanners for inventory management.
- HR/Personnel Management
- Offers optional modules for time tracking, vacation management and approval, and travel expense/credit card processing, fully integrated with the core system and accessible via the mobile app.
- Seamless DATEV/Accounting Integration
- Simplifies document management by allowing users to upload documents via drag-and-drop or scan. Enables approval workflows and facilitates the export of documents to DATEV or other accounting software, including automated posting suggestions based on article master data.
- High Customer Satisfaction
- Consistently receives high ratings in user studies for overall satisfaction, usability, mobile accessibility, price-performance ratio, support competence and speed, and goal achievement/punctuality.
- Industry-Specific Solutions
- Offers various industry-specific extensions tailored to sectors like plant and mechanical engineering, construction and geotechnics, trade, engineering and planning offices, medical technology, exhibition and event construction, IT service providers and system houses, software manufacturers, and solar & photovoltaics.
Additional features
- Communication Management
- Centralized handling of emails, appointments, letters, Microsoft Teams messages, tasks, and support tickets.
- Digital Customer Records
- All communication and relevant documents are stored in a clear, digital file for each customer.
- Marketing Campaign Management
- Tools to plan and execute marketing activities.
- Sales Opportunity Management
- Features to track and manage potential sales.
- ERP (Enterprise Resource Planning) / Warenwirtschaft (Inventory Management)
- Quotation Management
- Creation and management of sales quotations.
- Order Processing
- Handling of customer orders.
- Delivery Note Management
- Creation and tracking of delivery documents.
- Service Record Management
- Documentation of provided services.
- Invoice Generation
- Creation and management of customer invoices.
- Purchase Order Management
- Processing of purchase orders to suppliers.
- Incoming Invoice Management
- Handling and processing of supplier invoices.
- Desktop Solution (Windows PCs)
- Native application for Windows operating systems.
- Mobile Apps (iPhones & Android Handys)
- Dedicated applications for iOS and Android devices.
- Browser Access
- Access the software through a web browser.
- Dashboards for Managers
- Key performance indicators and overviews for decision-makers.
- Customer Information for Field Staff
- Access to all relevant customer data on mobile devices.
- On-site Delivery Notes for Technicians
- Ability to create and manage delivery notes remotely.
- Warehouse Scanning (Android-based)
- Support for barcode scanners in warehouse operations.
- Travel Expense / Credit Card Accounting (Reisekosten- / Kreditkartenabrechnung)
- Management and processing of employee travel expenses and credit card transactions.
- DATEV / FiBu (Accounting Integration)
- Document Upload (Drag & Drop / Scan)
- Easy uploading of receipts and documents.
- Central Document Storage
- Accessible document repository for authorized users.
- Approval Workflows for Incoming Invoices
- Process for reviewing and approving supplier invoices.
- Credit Card Receipt Collection
- Functionality to manage credit card statements and receipts.
- Data Export to DATEV / Other Accounting Software
- Export of financial data in compatible formats.
- Automated Posting Suggestions
- Generation of posting proposals based on predefined accounting codes in the article master data.
Pricing
Monthly plans
Basic
EUR 6
Basic
EUR 16
Professional
EUR 55
Countries & Languages
Interface languages
Billing currencies
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About work4all
Work4all is a CRM, ERP, and project management software from work4all that integrates multiple business processes into a single platform. It combines features for managing clients, projects, and time tracking, so businesses can maintain control over their complex operations. Trusted by over 1,000 companies, work4all has received high ratings, including 4.8 stars on OMR Reviews, 5 stars on Google, and 4.9 stars on DATEV. The software supports various commercial processes, making it suitable for small to medium-sized enterprises looking to consolidate their software solutions. Key capabilities: client management project management time tracking ERP integration CRM functionality Best for: small to medium-sized businesses that need to manage multiple processes efficiently.
work4all Details
work4all's In-App Market Place
Does work4all have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Basic
EUR 6
Basic
EUR 16
Professional
EUR 55
Accepted Payment Currencies
EUR (€)
Pros & Cons
- Combines CRM, ERP, and project management, streamlining workflows.
- Provides a unified view of customer, supplier, and project data.
- Offers flexibility with apps and browser access for various roles.
- Consistently receives top ratings for usability and support.
- Simplifies accounting processes with seamless data exchange.
- Integrating many features might lead to a steeper learning curve.
- Issues with work4all could impact multiple business areas.
- While it has extensions, it might not perfectly suit all unique industry needs.
work4all's Support Options
work4all's Alternatives
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Trembi
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