Project management that understands your business processes
Project management that works in isolation creates new data silos. cashwerk connects your projects seamlessly with CRM, time tracking, invoicing, and document management.
Most project management tools such as Asana, Monday, or Trello solve one problem exceptionally well: organizing tasks. As soon as you need to know which customer is behind a project, how many hours have been invested, or whether the invoice has been issued, you switch between systems. cashwerk removes this fragmentation by delivering project management as part of one continuous business platform.
Every project in cashwerk is linked to CRM automatically. You see at a glance which contact or company is the client, which quotations were created, and which deals are still in the pipeline. The project board provides dedicated tabs for dashboard, calendar, documents, portfolio, tasks, and metrics—all information in one place without hopping between tools.
Integrated time tracking makes the difference for agencies and professional services. Instead of logging hours in a separate tool and manually moving them into invoices, your team books time directly on projects and tasks. A floating timer widget lets you start tracking with one click without leaving your current context. Those hours feed project metrics automatically and can be exported as invoice lines.
For teams with field staff, cashwerk offers shift planning and absence management in the project context. Project leads see team availability, plan assignments, and compare planned with actual hours. The mobile app supports time tracking with GPS from the job site—ideal for trades, solar installers, and facility management.
