A CRM that speaks to your team’s capacity

Have you ever celebrated winning a deal, only to find out that no one was available to start the work? (Come on, admit it! 😉). A CRM that ignores production is barely useful. wethod’s pipeline is "alive": it tracks opportunities and instantly calculates if — and when — your team can handle them.

Automatic conversion from opportunity to project

Won a deal? Congratulations! 🙌 wethod automatically converts it into an active project in your Project List—no re-entering data or manual steps required. Just one click.

Reliable strategic forecasts

Knowing your future revenue isn’t enough. wethod shows you exactly when and how it will impact your workload, supporting strategic decisions on hiring or future resource allocation.

Say goodbye to overselling risks

Visualize opportunities based on duration and win probability. Instantly see how they will weigh on your team’s workload and available resources.

Budgeting and Profitability

How often has a project budget, defined during the proposal stage, remained a forgotten "snapshot," disconnected from actual hours worked and real costs?
In wethod, the budget is the heart of the project and evolves with it.

Custom levels and pricelists

Define your team levels and set your internal costs and client billing rates.

Automatic margin calculation

Enter estimated tasks and days. wethod calculates internal costs, suggested pricing, and expected margins in real time, with an immediate impact on the budget.

Automatic versioning

Every time a budget is updated, wethod preserves the version history. You’ll always know what changed, when, and why.

Fast and simplified budget building

Speed up the creation of new budgets. Use predefined templates and insert "package" services complete with estimated costs and hours.

Everything you need.
In one single tool.

Whether you are an architecture or engineering firm, a creative, digital or media agency or a consulting firm, integrated sales and budget management guarantees:

Margins always under control

Provide your management (your CFO will thank you 😉) with accurate, up-to-date profitability data, from the initial proposal to project go-live.

Maximum efficiency

Automate critical steps that used to take hours of manual work across scattered spreadsheets and disconnected tools.

Data-driven decisions

Make informed choices on pricing, planning, and resource allocation based on real metrics: margins, capacity, utilization, and financial forecasting.

Stop chasing your budget.
Start managing it.

Book a free demo and discover how wethod can bring meaning to your work by unifying sales, budgets, and production into a single, seamless system.

Fill out the form and discover how wethod fits into your daily workflow, with real-world examples and use cases from your industry.

→ Free, industry-specific personalized demo
→ Hands-on walkthrough with real use cases
→ Dedicated post-demo support

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