Contacts & companies
Create, import and maintain contact and company records. Activities, notes and emails live on one shared timeline.
Features that move sales forward
From first lead capture to forecast — WelShip CRM covers the classic CRM building blocks you expect from modern tools.
Deals & pipeline
Manage opportunities in a visual pipeline. Adjust stages, assign owners and track close probability.
Email tracking & templates
See opens and clicks, save winning emails as templates and keep every thread on the record.
Tasks & activities
To-dos, calls and follow-ups on the deal or contact — with due dates and a team overview.
Meetings & notes
Scheduling and conversation notes in context. Fewer tool switches, more focus on the customer.
Reporting & dashboards
Pre-built reports for pipeline, revenue and team activity. One source of truth for stand-ups and board meetings.
Workflows & automation
Simple automations: lead assignment, reminders on stalled deals, stage changes — basics that save hours.
Quotes & tickets
Create quotes from deal data and track support tickets alongside the sales process — one system for sales & service.
Mobile & integrations
CRM on the go via mobile web. Connectors for common email, calendar and productivity tools — Europe first.
EU data residency included
For teams in Germany and the EU, storage location is not optional. WelShip CRM keeps customer data in the European Union and helps you meet GDPR expectations.
- Role-based access control
- Audit-friendly activity logs
- Export your data anytime
Want to see it live?
We walk you through WelShip CRM in 30 minutes — in German or English, no hard sell.
Request a demo