Service 04 / Customer Management

All your customers, jobs and numbers in one place.

A customer management system built for your business — with your logo, on your domain. For trades, workshops, salons and service businesses that currently run on WhatsApp, paper notes, spreadsheets and a calendar.

customers.your-business.com/dashboard
Dashboard of the Ouceal customer management system with inquiries, customers, income and profit
The problem

Business is running — the admin is running behind.

Inquiries get lost in chats

New inquiries arrive via WhatsApp, phone, email and your website. Between private messages and group chats, one easily slips through — and with it, a job.

Appointments and jobs are scattered

Some of it is in the calendar, some on paper, the rest in someone's head. Often only one person knows where each job stands — and they're out with a customer.

No clear view of the numbers

Income in one spreadsheet, expenses in receipts and bank statements. What's actually left at the end of the month only becomes clear at the accountant's.

The solution

One system for inquiries, customers and finances — tailored to your business.

customers.your-business.com/leads
Inquiry pipeline as a Kanban board in the Ouceal customer management system
01
Inquiry pipeline

Every inquiry in one place — from first contact to booked job.

All inquiries land on a clear Kanban board: new, contacted, appointment booked, quote sent, won. At a glance you see who is waiting for a reply, where each inquiry came from and how many turn into jobs.

customers.your-business.com/clients
Customer and job management with workflow steps in the Ouceal customer management system
02
Customers & jobs

Customers, jobs and workflow steps, neatly connected.

Each customer's contact details, jobs and job status live in one place. For every job you define the steps that fit your business — for example quote, materials ordered, work done, sign-off, invoice — and tick them off one by one.

customers.your-business.com/finance
Finance overview with income, expenses and profit in the Ouceal customer management system
03
Finances

Income, expenses and profit at a glance.

Entries take seconds to record and are sorted by category. The system calculates monthly income, expenses and profit and shows how the last few months developed — no spreadsheet formulas needed.

Dashboard
New inquiries, active customers, monthly revenue and profit — everything important on the start screen.
Recycle bin
Deleted customers, inquiries and entries go to the recycle bin first and can be restored.
Your logo, your domain
The system carries your branding and runs on your own address, e.g. customers.your-business.com.
Comparison

Why not an off-the-shelf subscription?

Off-the-shelf CRM tools are designed for sales teams in large companies. For a small business they're often too much, too expensive per seat — and still don't quite fit.

Off-the-shelf CRM subscription

Workflow
You adapt your business to the software.
Data
Your data sits with the vendor, exports are often limited.
Cost
Monthly fee per user that grows with every team member.
Language
Often only partly in German, packed with features nobody uses.
Hosting
Servers often outside the EU.

Your customer management by Ouceal

Workflow
Built around your workflow — with your steps and your terminology.
Data
Your data belongs to you and can be exported at any time.
Cost
No per-user fees — one fixed monthly amount for the whole business.
Language
A fully German interface for your team, with only the features you actually use.
Hosting
Hosted in the EU.
How we work

Four steps to your own system.

01

Inquiry

Tell us briefly about your business and how you currently handle customers, appointments and numbers. Feel free to try the live demo first.

02

Alignment

Via video call, email or WhatsApp we go through your workflow, steps and requirements. You then receive a fixed-price quote.

03

Build

We set up the system with your logo and your workflow and, if you like, import your existing customer data.

04

Handover & support

Onboarding via video call, go-live on your domain. Ouceal takes care of hosting, updates and backups on an ongoing basis.

Pricing

Clear costs. No per-user fees.

Setup & customization
from €2,500one-time
→Setup on your domain with your logo
→Custom pipeline stages and workflow steps
→Import of existing customer data (Excel / CSV)
→Onboarding via video call
Hosting, maintenance & backups
from €49/ month
→Hosting on servers in the EU
→Updates and security maintenance
→Automatic backups
→Support via email and WhatsApp

The exact price depends on the scope of customization — you receive a fixed-price quote upfront. Pursuant to § 19 of the German VAT Act (Kleinunternehmerregelung / small business regulation), no VAT is charged on invoices.

FAQ

Common questions, answered.

How long does it take?+

Most systems are ready to use within 3–5 weeks. The exact timeline depends on how much customization your business needs and whether existing data needs to be imported. You get the schedule together with your quote.

Can I bring over my existing data?+

Yes. Customer lists from Excel, CSV exports or contacts from other tools are imported during setup. For handwritten records, we agree together on what makes sense to transfer.

What happens to my data? Is it GDPR-compliant?+

Your data belongs to you. The system is hosted on servers in the EU, backups run automatically, and you can export your data at any time. You also receive a data processing agreement (DPA / AVV).

Do I need technical skills?+

No. The system runs in the browser on desktop, tablet and smartphone. At handover, we walk you and your team through everything on a video call. Hosting, updates and backups are handled by Ouceal.

Can the system be extended later?+

Yes. Because it's built for you, the system can be extended at any time — for example with an inquiry form on your website, appointment reminders or invoice templates. You get a fixed-price quote for every extension upfront.

No more paper notes and scattered chats.

Take your time with the live demo — and if it fits your business, send us an inquiry. You'll get a quote that fits the way you work.