01
Business planning – Plan the business
Business plans, scenarios, profitability, liquidity and capital requirements provide a sound basis for banks and public authorities.
With MyManager.App, you meet e-invoicing requirements and the obligation to archive documents in a GoBD-compliant way – both fully automatically.
From the business plan through quotes and orders to audit-proof eInvoice archiving – all in one app.
MyManager.App supports you from the business plan through target account plans and opportunities to quotes, orders, revenue and electronic invoices. CRM, ERP, reporting and GoBD-compliant document archiving share one consistent data foundation.
One interface for everything
A consistent user experience instead of learning several separate tools.
One data foundation for everything
Enter data once – and use it automatically everywhere.
Planning & CRM
eInvoices & credit notes
GoBD archive
Legally required archiving and audit trail – fully automatic
GoBD-compliant, audit-proof archiving of your documents and the continuous logging of all relevant activity (audit trail) run completely in the background – without any extra work for you.
Planning, sales and execution
Are you planning to become self-employed or establish a business?
MyManager.App supports you throughout the process: from creating your business plan for banks and public authorities through target account planning and opportunity management to managing quotes, orders, revenue and electronic invoices. All resulting documents are archived automatically in an audit-proof, GoBD-compliant manner.
The complete process with MyManager.App
Enter data once and carry it through the process
Customer, product, price and transaction data is passed from phase to phase. Information is entered only once and remains connected from the business plan through invoicing and archiving.
02
Market segmentation – Structure the market
Homogeneous market segments are defined, assessed and prioritized by attractiveness and fit with the company's offering.
03
Target account planning – Select the accounts to pursue
Known customers and prospects are assigned to segments. Business drivers and account plans identify companies with a concrete need to act.
04
Opportunity management – Manage sales opportunities
Objectives, strategies, actions, closing probability, expected order value and forecasts are planned and maintained for every opportunity.
05
Quote management – Turn opportunities into quotes
A qualified opportunity creates a prefilled quote. Products, services, prices, taxes and terms can be reviewed before it is sent.
06
Order management – Move from quote to order
When a quote is accepted, it becomes an order and the related opportunity is closed as won.
07
Delivery management – Deliver the agreed service
Products and services are delivered on the basis of the order, which is then marked as delivered.
08
Invoice management – Create the electronic invoice
Marking an order as delivered creates the revenue record. The electronic invoice is then generated from that record and sent.
09
Document management – Archive records with an audit trail
Documents are archived with their business context in an audit-proof, GoBD-compliant manner, while changes remain traceable in the audit trail.
One continuous process from planning through archiving
Business plans, markets, target accounts, opportunities, quotes, orders, delivery, invoices and documents remain connected in process and data.
Start free and stay free
Plan and get started first – upgrade when your usage grows
With MyManager.App, you can create your business plan free of charge. You can also use recruiting and business management within clear free limits and without an expiring trial period.
Create business plans for free
Capture your business concept, founder information, scenarios and financial planning, then export the complete plan as a PDF for banks or public authorities.
Five orders per year included
Create up to five new orders per calendar year and complete the resulting processes through invoicing and archiving.
1 GB of document storage
Store documents, including their versions, up to a total of 1 GB. Mandatory records generated automatically for an existing transaction continue to be archived.
No automatic charges
Only when your needs exceed these free limits do you decide whether to enter into a SaaS Agreement. No fees arise without your express agreement.
Register for free
No credit card required. The free account has no fixed expiry date.
CRM: Opportunity management
Move sales opportunities systematically towards a successful close
Derive concrete sales opportunities from your target accounts' business drivers. Define objectives and strategies, plan actions, coordinate internal, customer-side and external participants, and keep your pipeline and forecast under control.
- Capture the objective, strategy and closing probability for each opportunity
- Plan actions with purpose, content, location, date and participants
- Allocate expected order value across products and services
- Manage forecasts by owner, team, company and time period
Overview
All Features at a Glance
MyManager.App has been continuously developed for more than 15 years, was used in a mid-sized executive search firm, and has proven its practical value in real-world daily operations.
CRM / xRM
Business, market and account planning
- Create business plans with profitability, liquidity and capital requirements.
- Define, assess and prioritize market segments.
- Develop business drivers, target accounts and opportunities systematically.
Opportunity management
- Define objectives, strategies and closing probabilities.
- Plan actions, dates and participants.
- Allocate expected order values across services.
- Manage the pipeline and weighted forecast.
Central data foundation
- Maintain customers, suppliers, contacts and addresses once.
- Use data across sales and business management.
- Build contact groups and communicate personally.
ERP
- Offers, orders and revenue.
- Incoming and outgoing electronic invoices.
- Incoming and outgoing electronic credit notes.
- Business entertainment expenses with occasion, attendees, receipt and tip.
- One-time and recurring internal expenses.
- Payment reminders.
- Payments.
When an ERP process is finalized, the corresponding documents are generated from the stored data and archived in an audit-proof way – automatically and without extra work.
Reporting
- Business dashboard.
- Management accounts.
- Cash flow analysis.
Documents
- Central document repository.
- Versioning.
- Automatic assignment.
- Audit-proof archiving.
- Complete traceability.
You can store every document category, not only documents that must be archived under GoBD. GoBD-relevant documents, however, enter the document archive only through the ERP process. This implements the GoBD principle “no booking without a document and no document without a booking”.
Start free and work with your own data without time pressure
Create your business plan with MyManager.App free of charge and use recruiting and business management within the included free allowances. Paid access begins only if you expressly decide to enter into a SaaS Agreement.