Personio Alternative: For operational teams

Personio excels at HR processes: job postings, applicant tracking, onboarding, payroll preparation, and vacation management. It is not designed for operational workflows like customer relationship management, project planning, time tracking for billing, or compliant invoicing. Companies that rely on Personio for HR still need separate tools for sales, project delivery, and finance. The result is fragmented data: customer projects live in one system, HR data in another, and invoices in a third.

cashwerk focuses on the operational side of the business. CRM with contact management and pipeline, project management with Kanban and milestones, time tracking with direct billing, and GoBD-compliant invoicing with XRechnung and ZUGFeRD – all in one platform. Many companies use Personio for HR and cashwerk for operations: Personio handles employees and recruiting; cashwerk handles customers, projects, and billing. The tools complement each other without overlap or confusion.

For service providers, the operational platform is where daily work happens. cashwerk streamlines the path from lead to project to invoice. Tracked hours flow into quotations and invoices with a few clicks. The AI assistant CASPER supports users across CRM, projects, and finance. Data resides on German servers, fully GDPR-compliant, with GoBD-ready invoicing from day one.

Pricing is transparent: 249 euros per month for up to 15 users for the complete operational platform. No per-module charges, no hidden fees. For teams that need CRM, projects, and invoicing – but not a second HR system – cashwerk delivers exactly what operational success requires.