Would you like to have consistent and accurate customer data in weclapp and CAS SmartWe at all times without any IT projects? That’s exactly what MARINI is for.
With MARINI, the integration of weclapp and CAS SmartWe is ready to use in just a few days and grows flexibly with your requirements.
And the best part: we handle the integration for you. Our experts set up your weclapp CAS SmartWe interface on your behalf or together with your team.
Important note: The video shows the integration of HubSpot with SAP C4C. Of course, connecting to weclapp with CAS SmartWe and many other systems is also possible.
weclapp is a cloud-based ERP for inventory management, order processing, and accounting. CAS SmartWe organizes contacts, sales opportunities, and appointments with an intuitive interface particularly designed for small sales teams. Both systems originate from Germany and rely on cloud hosting with GDPR compliance.
The weclapp CAS SmartWe Integration connects sales activities with operational order processing. Leads from SmartWe become customers in weclapp, orders and invoices flow back into the CRM. Your teams work with current data without jumping between systems.
Here are six scenarios where the connection provides noticeable relief:
Leads become customers without copy-paste. Qualified sales opportunities from SmartWe are automatically created as customer master data in weclapp. Sales captures contact details once, accounting and order management continue working directly with them.
Play orders and invoices back into CRM. Sales orders and invoices from weclapp appear in SmartWe at the customer contact. Sales sees the current order status, outstanding items, and delivery dates without switching to the ERP.
Provide article data for sales. Product catalog, prices, and availability from weclapp are available in SmartWe. Quotes are based on real inventory levels and current price lists, instead of outdated Excel tables.
Keep contact master data synchronized. Changes to contacts, addresses, or communication histories in SmartWe flow to weclapp. Accounting sends invoices to the correct address, logistics delivers on time.
Link sales opportunities with order status. Opportunities in SmartWe show the fulfillment status from weclapp. Sales managers recognize whether an order has been delivered or is delayed, and can communicate proactively.
Enrich support tickets with order history. Tickets in SmartWe automatically show the latest orders and invoices from weclapp. Customer service has all information to respond quickly.
The use cases on this page are not theoretical, but implementing them requires experience. You can set up integration and data management yourself through MARINI’s no-code interface, or have our team configure it for you. For implementation in your systems, we work collaboratively with you and your service providers. If you don’t yet have a suitable service provider, we’re happy to recommend an appropriate partner from our network.
Andreas Gozian, Chief Sales Officer at MARINI
Member of the Executive Board at CAS Mittelstand CRM – CAS Software AG
The partnership with MARINI offers our customers and partners new opportunities to integrate any systems quickly and flexibly. We successfully deliver both simple integrations and complex integration requirements (data management, ETL processes, etc.) together with our partner MARINI.
For: C-Level, Management, Business Development
Faster quote-to-cash. Quotes from SmartWe become orders directly in weclapp. The time from sales opportunity to invoice decreases because no manual transfers are needed anymore. You gain liquidity.
Transparency across the entire customer lifecycle. From first contact through contract closure to invoice, you see all steps in both systems. You recognize bottlenecks in the sales process and can optimize specifically.
Scalable processes without additional effort. When your company grows, the integration keeps pace. New employees work with the same automated processes without increasing error rates or extending lead times.
For: Marketing, Sales, Customer Success, Operations
No more double data maintenance. You capture leads and sales opportunities in SmartWe. As soon as the deal is won, the data is automatically in weclapp. No copy-paste, no typos, no forgotten fields.
Current order status in CRM. You see directly in SmartWe whether an order is delivered, in production, or delayed. You can respond proactively to customer inquiries instead of looking up in the ERP.
Precise quotes with real data. Article prices and inventory levels from weclapp are available to you in SmartWe. You create quotes you can actually deliver, and avoid disappointing customers.
Complete customer view for customer success. Purchase history, open invoices, and support tickets from both systems appear in one place. You recognize upselling opportunities and risks earlier.
For: IT, Development, System Architects, Admins
Utilize REST APIs on both sides. weclapp and SmartWe offer modern REST APIs. MARINI connects both systems via standardized interfaces. You don’t need to install proprietary adapters or maintain custom code.
Configure field mapping and transformations. Customer data in SmartWe has different names than in weclapp. MARINI maps the fields in a no-code interface. You define which attributes are synchronized and which values need to be transformed.
Resolve conflicts and avoid duplicates. When the same contact is changed in both systems, you decide which system is leading. MARINI recognizes duplicates based on defined criteria and prevents duplicate records.
Logs and monitoring in real-time. Every synchronization is logged. You see which records were transferred, where errors occurred, and how long processes take. Alerts inform you when something goes wrong.
Business-critical data deserves maximum reliability. At MARINI, security isn’t an add-on—it’s our lived standard. Our security architecture at a glance:
This keeps your central data infrastructure stable, protected, and scalable at all times. Together, we’ll find the right integration and tailor it precisely to your requirements.
Typically, customers and contacts from weclapp are synchronized as companies and contacts in SmartWe. Sales opportunities from SmartWe can become quotations or sales orders in weclapp. Invoices, delivery notes, and article data flow back into the CRM. The integration also supports custom attributes if you have defined specific fields.
MARINI supports both. You can use webhooks to transfer changes immediately, or define a schedule that synchronizes data at fixed times. Real-time is recommended for time-critical processes like order creation, while nightly runs are often sufficient for master data updates.
That depends on your process. Often SmartWe is leading for sales activities and initial contact data, while weclapp remains the authoritative source for billing addresses and payment information. MARINI allows bidirectional synchronization with configurable conflict rules, so you can flexibly control data sovereignty.
Yes. Both weclapp and SmartWe allow individual fields. MARINI recognizes these attributes via the APIs and you can consider them in field mapping. If a custom attribute exists in one system but not in the other, you can define default values or transformations.
MARINI offers matching rules based on email, company name, or external IDs. If a contact already exists in both systems, it is linked instead of newly created. You can also implement manual review processes where uncertain matches are marked for verification.
No. MARINI connects via the native REST APIs of both systems. You don’t need to install any extensions. The integration runs entirely in the MARINI Cloud, hosted in the EU with ISO 27001 certification. On-premise connections are also possible if you operate parts of your infrastructure locally.
With MARINI’s integration solutions, we eliminate customer data silos and orchestrate marketing automation campaigns seamlessly across systems.
With MARINI, we use a reliable interface between our existing ERP system and HubSpot. The data exchange works seamlessly and delivers tangible added value in our day-to-day operations. We are particularly impressed by the platform’s clear structure as well as the direct and straightforward communication with the support team.
With MARNI, we were able to successfully optimize our digital sales processes. We were particularly impressed by the flexibility and scalability of the platform, which helped us to implement our projects quickly and efficiently.
We support you in integrating weclapp and CAS SmartWe. Personalized. Tailored to your goals.
