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Start on your own, for free, with the full feature set. When the team arrives, clients, projects, time and invoices stay exactly where they are.
In short
cashwerk is the business platform for startups and young teams: CRM with a pipeline, projects with a board, time tracking and GoBD-compliant invoices in one data model, instead of four subscriptions with four data silos. The free plan is fully featured and limited to 1 user, with 2000 contacts, 1 pipeline, 20 active deals and 2 GB of storage. From the Starter plan you add the team, AI credits and webhooks. EU hosting, GDPR and GoBD apply on every plan.
Six steps from the first contact to the paid invoice, all in the same system.
A person or a company in the CRM, with tags, status and the full history.
Stage, value and probability on a board, with tasks hanging on the deal itself.
Line items with quantity, price and margin, accepted or declined through a public link.
The order becomes a project with a board, owners and files in the right place.
A timer on task and project, flagged billable, with an hourly rate per service.
Invoice from hours or line items, GoBD-compliant, match payments, watch the numbers on the dashboard.
The typical problems in your field – and how cashwerk solves them.
Four subscriptions for four tools before the first client has paid
One workspace with CRM, projects, time and invoices. The free plan is fully featured and limited mostly by the number of users.
Client data lives in spreadsheets, notes and the founder's inbox
One record per client: deals, projects, tasks, quotes and invoices all hang on it.
The first team member starts a data migration
Invite the user, pick a role preset, done. The same data, the same boards, just more people in them.
Writing invoices eats the time the product needs
An invoice from tracked hours or from the accepted quote, recurring invoices for repeating services.
The functions that matter in your day-to-day.
Contacts, companies and deals on a board with stages, value and owners.
Boards with columns you name yourself, subtasks, comments and tags. Uncapped in every plan.
Timer or manual entry, flagged billable, with reports per project and per person.
GoBD-compliant with number cycles, cancellation and credit note, PDF/A in Drive, sent from your own mailbox.
Questions about clients, projects and numbers, drafts for quotes and mails. From the Starter plan with credits.
REST API in every plan, webhooks from the Starter plan, plus an n8n node and an MCP server.
One user, the full feature set: CRM, projects, tasks, time tracking, quotes and invoices. What is limited are volumes and extras, not the way you work.
AI credits belong to the paid plans: 50 credits per user and month on Starter, 150 on Business.
Learn moreEvery deal sits as a card in its stage, with value, probability and weighted value. Tasks, the quote and the later order hang on the same record.
An invitation by mail, a role from the presets, done. The data stays where it is, and the permissions apply everywhere alike: in the app, through the API and in the assistant.
The stack almost every young team assembles, and what of it collapses into cashwerk.
One system, one login, one data model. 1 user free forever, then from 14 € per user and month on the Starter plan.
Quote, board and invoice: the three views a young team spends its day in.
Trusted by leading companies
The full feature set for 1 user: CRM, projects, tasks, time tracking, quotes, invoices, calendar, Drive and team chat. What is limited are volumes and extras, namely 2000 contacts, 1 pipeline with 20 active deals, 2 GB of storage, no AI credits and no webhooks. Projects, tasks and invoices are not capped on any plan.
You invite users and pick a role preset per person. From the second user you need a paid plan, from 14 € per user and month on the Starter plan, billed monthly or yearly. Data, boards and invoices stay untouched, there is no migration.
That depends on what you need. CRM with a pipeline, projects with a board, time tracking and billing are all there. What is not in the product: marketing automation, mail sequences and a service desk with tickets. If your team needs that, you connect it through the REST API, webhooks or n8n.
Yes. Casper sits inside the system, answers questions about your clients, projects and numbers and drafts text, for quotes and mails for example. Before any change to your data it asks. Credits belong to the paid plans: 50 per user and month on Starter, 150 on Business.
Yes. Contacts and companies can be imported by CSV and exported again from the Starter plan, invoices and reports as CSV or PDF. Every invoice is also stored as PDF/A in Drive, and the REST API gives you the same data in every plan.
Invoices are GoBD-compliant with sequential numbers, cancellation and credit note, and e-invoicing as XRechnung or ZUGFeRD belongs to the Business plan. The platform runs on EU infrastructure and processes data in line with the GDPR, while roles and possession scopes limit access inside the team.
Hosted in the EU, developed in Europe
Fully data protection compliant
Servers only in the EU
Records, audit logs and exports
Start for free – 1 user, full feature set, no credit card.