Have you ever celebrated a successful order, only to discover that no one was available to work on the project? (Admit it, come on! 😉). A CRM that ignores production is of little use. The wethod pipeline is a real game changer: track opportunities and immediately calculate if (and when) your team will be able to support them.
Automatic conversion of opportunities into projects
Did you win an opportunity? Congratulations! 🙌 Wethod automatically converts it into an active project in your Project List, without reentering data or manual steps. One click is all it takes.
Reliable strategic forecasts
Knowing how much will come in is not enough. Wethod tells you when and how much it will impact your work plan, supporting strategic decisions about future hires or workloads.
Say goodbye to the risk of overselling
View opportunities with duration and probability of closing and immediately find out how much they will weigh on your workload and available resources.
Budgeting and Marginality
How many times has the project budget, defined during the proposal phase, remained a forgotten 'photograph', disconnected from the hours actually worked and from the real costs? At wethod, the budget is the heart of the project and evolves with it.
Custom levels and price lists
Define the levels of your team in a personalized way and set your internal costs and sales rates to the customer.
Automatic margin calculation
Enter the activities and the estimated days. Wethod calculates internal cost, suggested price and expected margin in real time, with immediate impact on the budget.
Automatic versioning
Every time the budget is updated, wethod keeps the version history. So you always know what changed, when and why.
Fast and simplified budget construction
Speed up the creation of new budgets. Recall predefined templates and insert services sold as packages already complete with estimated costs and hours.
Everything you need. In a single tool.
That you are one architectural or engineering firm, acommunication agency, digital, media Or a consulting firm, the integrated management of sales and budgets guarantees you:
Margins always under control
Provide your management (the CFO thanks 😉) with an up-to-date and accurate margin data, from proposal to go-live.
Maximum efficiency
Automate critical steps that previously required hours of manual work on scattered spreadsheets and tools.
Data-based decisions
Make informed decisions about pricing, planning and resource allocation, based on real metrics: marginality, capacity, saturation, economic forecast.
Stop chasing the budget. Start managing it.
Book a free demo and discover how wethod can make sense of working in your studio or agency, combining sales, budget and production in a single system.
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Still have doubts?
We're not the oracle, but maybe we still have some answers for you below.
Wethod's integrated CRM is a system that connects sales, budgeting and project management in a single stream. Business opportunities become operational projects with a click, maintaining consistency between quotes, costs, resources and margins from day one.
When an opportunity is won, wethod automatically converts it into an active project, transferring budgets, activities, estimates and economic data without manual reinsertions. The team can start working right away with consistent, up-to-date information.
Yes. In Wethod, the budget is created together with the commercial proposal. By entering activities, days and team levels, the system calculates internal cost, sales price and expected margin in real time, reducing the risk of unprofitable projects.
Budgeting in wethod is dynamic: it evolves along with the project. Each update generates a new historical version, so you can compare initial budget, revisions and real data, always keeping visibility on deviations and margins.
Yes, wethod is designed for communication agencies, architecture and engineering firms, consulting firms and professional services, where sales, production and economic control must be closely connected.
Wethod It costs €22 per user/month + VAT and includes all the functionality of the platform.
The price also includes: → the configuration and the initial set-up with the support of our team → personalized call training, divided by work team → importing data (we provide you with Excel templates and our dev team takes care of the upload) → ongoing support through a dedicated Slack channel for the duration of the subscription.
Learn more about our subscription plans At this link.
Yes, you can request a free and personalized demo to discover how wethod can help you make sense of working in your company, simplify processes and improve control over projects and margins. During the demo, you will see all the features of wethod in action and you can clarify any doubts, questions or curiosities with an expert from our team. At the end, you will also be able to access a free trial of the platform.
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