So funktioniert's — Vmoox

Getting started

So funktioniert's

Von der Anmeldung bis zu automatisierten Abläufen in vier Schritten.

  • 4 clear steps
  • No migration project
  • Live in one afternoon
Leads · Messages · Payments
Unified workspace

One workspace replaces the tool stack

Most teams don't need another CRM or chat app — they need one place where leads, messages, files, and payments connect. Vmoox is built around that idea from signup to scale.

Leads · Messages · Payments
One workspace replaces the tool stack

Ihr Weg zu einem einheitlichen Workspace

Von der Anmeldung bis zu automatisierten Workflows in vier Schritten — ohne schmerzhafte Migration.

  1. Schritt 1

    Workspace erstellen

    Registrieren, Team einladen und die Apps installieren, die Sie brauchen — Leads, HRM oder eigene Apps.

    • Register and create your first workspace in minutes
    • Invite owners and members with role-based access
    • Install Leads, HRM, Tasks, or custom apps from the hub
    • Add more workspaces later for clients or brands
    Apps wählen und Team in Minuten einladen
    Workspace erstellen
  2. Schritt 2

    Kommunikation verbinden

    Team-Chat nutzen und WhatsApp-Leitungen verknüpfen, damit jedes Kundengespräch neben dem Datensatz liegt.

    • Turn on team messaging for internal coordination
    • Connect WhatsApp lines for customer conversations
    • Link chats to lead records for deal context
    • Assign inbox threads so nothing sits unowned
    Inbox-Threads am gleichen Lead-Datensatz
    Kommunikation verbinden
  3. Schritt 3

    An Datensätzen arbeiten

    Kommentare, Dateien, Checklisten, Zahlungen und Zeiterfassung in einer Zeile — voller Kontext, kein Tab-Wechsel.

    • Work leads and projects in table or board views
    • Add comments, files, and checklists on the row
    • Track payments and time without leaving the record
    • Hand off with full history — not a Slack recap
    Checklisten, Dateien und Zahlungen in einem Datensatz
    An Datensätzen arbeiten
  4. Schritt 4

    Automatisieren und skalieren

    Manuelle Schritte mit Regeln, API-Integrationen und kommenden KI-Funktionen reduzieren — jede Woche schneller werden.

    • Reduce copy-paste with everything on one record
    • Connect external tools through the API
    • Prepare for inbox rules and assignment automation
    • Scale plans when teams and workspaces grow
    Regeln und Integrationen, die mitlaufen
    Automatisieren und skalieren

Why teams unify on Vmoox

The platform is designed so each layer reinforces the next — not another tab in the browser.

01

Workspace first

Every team or client gets an isolated environment — apps, data, and chat stay together.

02

Records as the hub

Leads, projects, and tasks are rows with integrations attached — not loose entries in separate tools.

03

Communication in context

Team chat and WhatsApp sit beside the record so handoffs include full history.

04

Integrations built in

Comments, files, checklists, and payments are sub-apps on every row — no Zapier required for basics.

05

Permissions that scale

Plans and roles control who sees what as contractors, departments, and clients multiply.

06

Automation-ready

Unified data today; rules, API workflows, and AI assist on the roadmap tomorrow.

What changes when everything connects

Teams switch to Vmoox to stop losing context — and stay for speed as they grow.

  • One login for projects, leads, messages, and payments
  • Every customer conversation tied to the right record
  • Less copy-paste between tools — more time for clients
  • Files and invoices live on the deal — not in email threads
  • Onboard new hires into one workspace, not five apps
  • Visibility for owners without micromanaging every tool
  • Room to grow from solo to team on the same platform
  • A path to automation without replatforming later
Product tour

See Vmoox in 90 seconds

Watch how teams unify leads, messages, and payments in one workspace — from first signup to daily delivery.

FAQ

How it works — FAQ

Common questions before you create a workspace.

No rip-and-replace required. Most teams start fresh in Vmoox for new work, then import or connect systems over time via API where needed.

Bereit, Ihren Workflow zu vereinen?

Kostenlos mit Starter starten — upgraden, wenn Ihr Team mehr Workspaces und Apps braucht.

  • Free Starter plan
  • Setup in minutes
  • Upgrade when you scale
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