CompanysControll
Business management for SMEs
Web based platform for managing small and medium businesses. CRM, project management, invoicing and financial overview in one dashboard.
About CompanysControll
CompanysControll is a web based platform for managing small and medium businesses. The central dashboard combines the most important business areas: customer management, project administration, invoicing and financial overview.
The platform was built for self employed professionals, freelancers and small teams who want to consolidate their business processes in one place without paying for multiple expensive individual solutions.
All important KPIs, open tasks and revenues are visible at a glance. Contacts and communication are managed centrally. Invoices can be created and sent with just a few clicks.
How It Works
After registration you set up your company profile and can get started immediately. The dashboard shows you an overview of all important metrics.
In the CRM section you manage contacts, customer history and communication. You can add notes, assign tasks and track the status of each customer relationship.
The project management allows you to plan milestones, track progress and delegate tasks to team members.
In the finance section you create professional invoices with one click and track incoming payments in real time.
Use Cases
CompanysControll is suitable for different company sizes and industries.
Freelancers and solo self employed professionals use CompanysControll as a central hub. Instead of managing customer data in Excel, projects in Notion and invoices in Word, they have everything in one place.
Small agencies with 2 to 10 employees benefit from the project management. Each team member sees their assigned tasks, project progress and upcoming deadlines. The shared customer file ensures that everyone on the team knows the current status of each customer relationship.
Trade businesses use CompanysControll for creating quotes and invoices. Instead of manually formatting each quote, they create professional documents with just a few clicks and track whether customers have accepted the offer.
Coaches, consultants and trainers manage their clients, appointments and billing in one system. The project history shows them at a glance which measures have already been carried out for which client.
Technologies
CompanysControll is built with Next.js and TypeScript. The backend uses Supabase for database, authentication and real time features. Payments are processed through Stripe.
The platform is designed as a responsive web app and works equally well on desktop, tablet and smartphone.
Privacy
All business data is stored GDPR compliant with our infrastructure providers (Vercel and Supabase). Data transmission is continuously SSL encrypted. CompanysControll does not sell user data to third parties.
Payment information is processed exclusively by Stripe and never stored on our own servers.
CompanysControll Architecture
SaaS for freelancers with a personal database. Invoices, contacts and financial data stay with our infrastructure providers (Vercel and Supabase), GDPR compliant.
Hover or focus elements for details
Legend
- User
- Local in browser
- Third Party
- Database
Task Lifecycle
Every task goes through these states, manually or via Kanban board.
- Open— Newly created, not yet started.
- Start→ In Progress
- In Progress— Actively worked on, time is tracked.
- Submit for review→ Review
- Review— Finished, awaiting approval or review.
- Changes needed→ In Progress
- Approved→ Done
- Done— Completed and archived.
Modules Overview
CompanysControll covers the central areas of freelancing.
Master Data
- Entities
Clients, vendors, own companies.
- Contacts
Contacts with communication history.
- Entities
Finance
- Cashflow
Income and expenses, categorization, forecast.
- Invoices
Quotes, invoices, reminders with PDF export.
- Cashflow
Time
- Tracker
Time tracking per project and client.
- Reports
Evaluations for billing and controlling.
- Tracker
Documents
- Contracts
Contracts with term and renewal reminder.
- Canvas
Free notes surface for ideas and planning.
- Contracts
Features
CRM & Contacts
Customer management with contact history, notes and task assignment.
Project Management
Plan milestones, track progress and delegate tasks to team members.
Invoicing
Create professional invoices with one click and track incoming payments.
Finance Dashboard
All important KPIs, revenues and open items at a glance.
FAQ
Ready to get started?
Try CompanysControll for free today.