No more tool chaos, every business process in one system.
Overview
r2r.CoAct is the business hub for B2B service providers, from web agencies to engineering firms, coaches, and IT service companies. Unlike a plain CRM or invoicing tool, the software unifies CRM, inquiries and quoting, contracts, invoicing, projects, a full email client with calendar, and a built-in AI assistant in a single application, fully DATEV-compatible. Every client case flows into one central file, from the first inbound email to the paid invoice, so nothing gets lost between tools. Built on .NET 8 with Clean Architecture, the software has been running in real internal operation at r2r.STUDIO since Q2 2026 and is being developed further there daily. In parallel, we are looking for industry partners to help prepare the external market launch and secure permanent alpha pricing.
The Challenge
Agencies and freelancers typically juggle four to six separate tools: a CRM for client contacts, accounting software for invoices, a project tool, a time-tracking app, and a separate email client that knows nothing about any of it. Every tool has its own costs, its own learning curve, and its own data silos that never quite join up. Open a client email and you see neither the running quote nor the open invoice, you have to look it up by hand. The result is data loss at the seams, duplicated effort, and several hours of administrative overhead every week that would be better spent on client projects. On top of that, growing compliance requirements such as the e-invoicing mandate under ZUGFeRD and XRechnung, DATEV export for accountants, and GDPR-compliant data management add further complexity. r2r.CoAct was built to solve exactly this problem: one system where mail, CRM, quote, contract, and invoice speak the same language.
Without CoAct you juggle at least 7 separate tools, each with its own costs, its own learning curve, and data silos that never quite join up.
Still not convinced? Let's do the math.
No software means you need either time or people — usually both. Here's what the real alternative actually costs over time. All figures are based on German market data 2025.*
These are not hypothetical numbers — this is what businesses in Germany pay every day.
¹ Mini-job limit 2025: €556/mo., employer flat-rate contribution approx. 30.6 % (pension 15 %, health 13 %, income tax 2 %, other 0.6 %) — Source: Minijob-Zentrale (minijob-zentrale.de), as of 2025.
² Gross salary benchmarks for office/admin and bookkeeping roles — Source: Wage Atlas of the Federal Employment Agency (entgeltatlas.arbeitsagentur.de), median values 2024.
³ Employer social-security contributions for standard employment approx. 21 % (health 7.3 %, pension 9.3 %, unemployment 1.3 %, long-term care 1.8 %, accident insurance approx. 1.3 %) — Source: Federal Ministry of Labour and Social Affairs (bmas.de), as of 2025.
⁴ Tool prices: entry-tier plans of respective providers, as of July 2026 (Lexoffice, Pipedrive, Asana, Toggl Track, DATEV interface, Front, ChatGPT Plus). All figures without guarantee.
Join now. Completely free during Alpha.
You get the full software, set it up together with us around your processes, and pay nothing. After that, your alpha price is locked for life. Anyone who joins after launch pays full market price.
We are not looking for mass adoption, just a handful of companies to sharpen the product with.
Register interestCRM & Case-Centric File
Every case, from the first inquiry to the invoice, flows into one file, including lead qualification with automatic data enrichment from incoming emails
Inquiries & Quotes
Full quotation workflow with templates, supplementary offer system, and automatic conversion into contracts
Contracts
Multiple pricing models incl. leasing, automatic SEPA mandates and data-processing agreements, contract signature auto-triggers project creation
Invoice Workflow
Partial invoices, cancellations, credit notes, payment tracking, automated dunning with configurable reminder levels
Projects & Time Tracking
Project hierarchy, time entries with hourly rates, budget control, direct invoice linking
Mail with CRM Context
Customer timeline right in the inbox, live-linked quote and invoice numbers, follow-up banner and SLA timer on client emails
Calendar
Appointment conflict detection, full ICS import/export, recurrence rules, direct linking to customers and cases
AI Assistant in the Workflow
Cross-module insights across customer, mail, and calendar data, proactive morning briefings, lead scoring, every write action requires confirmation
DATEV & ZUGFeRD
Buchungsstapel export for accountants, XRechnung/ZUGFeRD XML for the e-invoicing mandate
Dashboard & Reports
Real-time KPIs: open invoices, revenue, due dates, quote-to-invoice conversion rate
Your website as the customer interface.
The website is not just a business card, it is the direct interface to CoAct. Inquiries, bookings, and waitlist sign-ups flow automatically into the software. No manual transfer, no data loss at the seams.
Website + CoAct from a single source, available as a complete package.
How We Got There
The software was built with strict Clean Architecture on .NET 8 and WPF: a dedicated Domain layer for business logic, an Application layer with clearly defined service interfaces, an SQLite database for simple local installation with no server infrastructure. At its core sits a case-centric architecture: every contact starts as a lead, becomes a customer through clearly defined qualification stages, and every inquiry, quote, contract, and invoice hangs off the same case file instead of scattered individual records. On top of that a full email module was built that isn't bolted onto the CRM but anchored inside it: client emails automatically show the contact's timeline, referenced quote and invoice numbers are linked live, a follow-up banner flags open cases, an SLA timer shows how long a client inquiry has been waiting. Add to that a calendar with full ICS import/export, appointment conflict detection, and recurrence rules. Running across all modules is a built-in AI assistant with direct but guarded access to customer, mail, and calendar data: it answers cross-module questions, generates proactive morning briefings, flags stalling leads, and every write action requires manual user confirmation. Special attention was also paid to German compliance requirements: DATEV export in Buchungsstapel format, ZUGFeRD and XRechnung support for the e-invoicing mandate, and an automated dunning system with configurable reminder levels. The clean architecture also makes it straightforward to implement industry-specific customisations efficiently without touching the core of the system, that rebuild is currently running as its own dedicated architecture effort.
* The screenshots shown serve solely as a first impression of the current development state and do not represent the final version. Many changes, improvements, and additional features are still to come.
The Outcome
r2r.CoAct has been running in real internal operation at r2r.STUDIO since Q2 2026, no longer just a prototype. The full core workflow is built and used daily: inquiries arrive automatically from the website or by email, become quotes, turn into contracts with automatic project and calendar creation upon acceptance, and end up in the invoice with DATEV and ZUGFeRD export. The mail module with CRM context, the calendar with ICS support, and the built-in AI assistant are live and validated in daily use, not just designed on paper. Deliberately still open before the external launch: a licensing system, signed installers, automatic updates, and multi-user operation for teams, these are the next items on the list, not blockers for internal use. The cross-industry architecture, currently configured for web agencies and in preparation for law firms, engineering offices, and other industries, is largely in place but not yet proven with an external industry partner. That's exactly what we're now looking for the first alpha partners for. Following a successful market launch, a monthly subscription model is planned. Alpha partners actively shape the feature scope, contribute their industry expertise, and lock in alpha pricing for life. This is not a service agreement. It is a stake in the product from day one.
Daily use at r2r.STUDIO
- ▸Core features live: CRM, case-centric file, quotes, contracts, invoicing, projects
- ▸Mail module with CRM context, calendar, and built-in AI assistant in daily use since Q2 2026
- ▸DATEV export & ZUGFeRD/XRechnung in productive use
- ▸Industry architecture (pricing strategies, custom fields) being prepared for the first external industry
Industry partner & white-label
- ▷Complete the industry-pack architecture: pricing strategies, custom fields, per-industry required-field hooks
- ▷Onboarding a partner from a second industry
- ▷Same software, industry-specific configuration
- ▷Alpha pricing locked in permanently
Commercial launch
- ○Public launch for agencies & service providers
- ○Stripe payment processing & licensing model live
- ○14-day trial, no credit card required
- ○Support infrastructure & knowledge base
Web dashboard & SaaS
- ○Browser-based web dashboard, platform-independent
- ○Multi-tenant operation for multiple companies
- ○Monthly subscription model live
- ○API integrations (accountants, bookkeeping, CRM sync)
Mobile & macOS
- ○macOS compatibility via Avalonia UI
- ○Mobile app (iOS & Android) for on the go
- ○Industry-specific modules & extensions
- ○Integration marketplace
Get on the list
No spam, no pitch deck. I'll reach out personally. We'll see together if a collaboration makes sense.
During the Alpha phase: completely free for the founding partner
incl. VAT
- ✓1 User
- ✓Alle Kernfunktionen
- ✓DATEV-Export
- ✓PDF-Rechnung
- ✓bis 250 Kunden
incl. VAT
incl. VAT
- ✓bis 3 User
- ✓ZUGFeRD / XRechnung
- ✓Unbegrenzte Kunden
- ✓Rollenrechte
- ✓Prioritäts-Support
incl. VAT
incl. VAT
- ✓bis 10 User
- ✓Individuelles PDF-Branding
- ✓Onboarding-Session
- ✓Feature-Priorisierung
- ✓SLA-Support
incl. VAT
Price locked for life · cancel monthly · feature requests prioritised
Get in early,benefit long-term.
A monthly subscription model is planned following a successful market launch. As an Alpha partner, you bring your industry expertise, actively shape the feature scope, contribute your industry expertise and secure exclusive alpha pricing before the product reaches the market. The software is individually adapted to your processes. This is not a licence. It is a stake in the product from day one.