Frequently asked questions

Everything you want to know about getting started, pricing, CRM, project management, client portal and security, in one place.

Getting started with Wecooking

How fast can I get started?

A few minutes. No demo call with an account executive, no three-week onboarding process. You create an account, add your first client and get going.

What size is this suited for?

From a freelancer working for multiple clients at once to an agency with dozens of people on the floor. Wecooking is built for creative agencies and freelancers of any size, whether you work alone or with a whole team.

Can I switch over from Asana, Trello or Monday?

Yes. You add your clients and ongoing tasks yourself, for most teams that's an afternoon's work. No complicated migration, no consultant needed.

How do I get started after creating an account?

First add your first client, create a project for them and start on tasks. Just type in what needs to happen, for whom and by when, or speak it in: Wecooking recognises the client, the person and the deadline itself and puts the task in the right place immediately.

Does Wecooking work on my phone?

Yes. Wecooking works right in the browser on your phone, and you can install it as an app on your home screen or dock, so it feels like a regular app.

What languages is Wecooking available in?

Right now Wecooking is available in Dutch. English is on the roadmap.

Pricing and plans

What does it cost?

At launch, Wecooking starts from €19 per month with everything included: no separate modules to buy on top. Right now we're in free beta and everything is free. Join now, and you'll hear well in advance when that changes, and you're not tied into anything: you can stop at any time.

Is invoicing included?

Not yet, that's on the roadmap. What's already included: quotes with a digital signature, and once a deal is won, you turn it into a client with a project in one click.

How do I cancel?

At any time. During the beta everything is free, so cancelling costs you nothing, you simply step out whenever you want.

CRM and proposals

Is a CRM included?

Yes. You manage leads, companies and contacts, move deals through your own pipeline stages and log notes and follow-ups, with reminders so a deal never goes quiet. You turn a won deal into a client with a project in one click, so sales and delivery live in the same environment.

Can I set up my own pipeline stages?

Yes. You decide which stages a deal moves through, from first contact to signed agreement, so the CRM fits how your agency works, or how you juggle multiple clients as a freelancer.

What happens to a won deal?

You turn it into a client with a project in one click. The notes and agreements from the sales process just come along, nothing to retype.

Can the client sign their quote digitally?

Yes, the client signs digitally straight from the quote itself. No printing, scanning or separate signing tool needed.

Project management and planning

Does Wecooking replace my other tools?

For most agencies, Wecooking replaces a separate CRM, a project management tool and a reporting tool all at once. You manage sales, clients, projects, tasks, calendars and results from one environment, so you need fewer separate tools and subscriptions.

Do I need a separate board for every client?

No, quite the opposite. All clients and projects sit on the same board, so you never have to switch between separate environments.

How do I quickly create a task?

Just type or speak what needs to happen, for whom and by when. Wecooking recognises the client, the person and the deadline and puts the task in the right place immediately.

Can my team discuss things internally without the client seeing?

Yes. Per message you decide whether it stays internal or the client sees it, so you don't need to switch to a separate channel.

Do I still have to keep my planning up to date manually?

No, deadlines from your tasks flow into your daily planning automatically. You don't have to drag anything into place yourself.

Do I see my planning in Google Calendar too?

Yes, Wecooking syncs with Google Calendar, so you don't have to keep a separate calendar.

What happens if I miss a deadline?

The task automatically rolls over to today, so it doesn't get lost among old tasks.

Do I still need to take notes myself during the meeting?

No, that's exactly the point. The notetaker listens in and turns the agreements into tasks itself, you don't have to take minutes.

How do I know who's responsible for what after the meeting?

Every task that comes out of the meeting automatically gets an owner and a deadline attached. That's on the board right away.

Can I find out exactly what was discussed?

Yes, every meeting gets its own summary that you can read back at any time.

Client portal

Does the client see other clients' work too?

No. Every client logs in with their own secure login and sees only what's meant for them.

Can the client give feedback without emailing?

Yes, the client comments or approves straight on the card the work is in. That saves a lot of back-and-forth emailing.

Does the portal look like a generic tool?

No, the portal is styled in your agency's branding, so the client feels like they're logging into you, not a generic platform.

Do I still have to log into Meta, Google and LinkedIn separately to put a report together?

No, the results from all three channels come together in one report inside Wecooking.

Is there a keyword overview included too?

Yes, alongside the ad results you also see an overview of your keywords, in the same report.

How does the client see their results?

The client logs into their own portal, in your agency's branding, and sees their own results there. You don't have to forward anything manually.

How do I invite a client?

Go to Settings, then Clients, pick the client and turn on their client portal. They then get their own secure login and follow along from that point on, exactly at the level you set.

Can my client see what my team discusses internally?

No, not automatically. Per message you flip a toggle for whether it stays internal or the client sees it. As long as you don't flip that toggle, the conversation stays between you and your team.

Security and data

Is my client data safe?

Yes. Client data sits behind its own secure login per client. Your team and that one client see only what's meant for them, no one else looks in.

Can I export my data?

There's no export button right now. If you'd like your data anyway, email us at [email protected] and we'll help you out.

Question not answered?

Just email us, and we will help you out personally.