A CRM that ends where your business happens
Most CRM systems collect data next to the work. In cashwerk the client is the starting point: quote, invoice, project and appointment are created from the file and stay in it.
Contacts and companies are two objects with a link: a contact person can belong to several companies, a company has any number of contacts. Both have a profile with tax data, bank, commercial register and Leitweg-ID so that quote and invoice never have to ask later. Private customers get their own type, which keeps B2B and B2C apart in reports and invoicing.
The client file bundles everything that happens with a client: appointments from the calendar, deals from the pipeline, projects, quotes, invoices, tasks, documents from Drive. The activity feed shows the order, the audit trail who changed what. Portfolios group a client’s projects and documents into folders, from the Starter plan.
The free plan holds up to 2,000 contacts and 2,000 companies; from the Starter plan there is no limit. Casper answers questions about your clients and creates contacts, tasks or appointments on request; you confirm writes before they run.
