Service
CRM and ERP
A CRM manages your customers, enquiries and quotes; an ERP manages your orders, stock and invoices. We build both around the way you work, to replace Excel lists, notes and emails. It suits SMEs that are losing track of customers and orders or entering the same data twice.
What's included
Customer records with history: calls, emails, quotes
Enquiries, quotes and orders with status and reminders
Stock management with reorder alerts
Invoices with a Swiss QR code
Logins for your team with the right permissions
- Trades and service firms with lots of jobs
- Retailers and wholesalers with stock
- Companies that still work in Excel
How it works
Call
We look at your current processes and spreadsheets.
Concept
You see which features you need and which you don't.
Build
We build step by step and transfer your existing data.
Rollout
Your team starts working with the system, and we fine-tune it.
Projects that include this service
Frequently asked questions
Why not use off-the-shelf software?
Off-the-shelf software often works well, and we recommend it when it covers your processes. Custom software pays off if you need features that don't exist in that form, or if you're paying for a lot you don't use.
Can we bring over our Excel data?
Yes. We import customers, products and open orders from your spreadsheets at launch.
Are CRM and ERP available separately?
Yes. Many SMEs start with customer management and add stock and invoicing later.
Goes well with
CRM and ERP near you
Guides
- Guide4 min read
Website data protection: what the revFADP asks of SMEs
The revised Data Protection Act has applied since 1 September 2023. What SMEs need to do on their website, with a checklist for forms and tools. - Guide3 min read
TWINT in your online shop: how payments work
How TWINT works in an online shop: paying on a computer and a smartphone, payment service providers, fees, refunds and connecting it to your shop. - Guide4 min read
CRM software for SMEs: when is it worth it?
When a CRM pays off for Swiss SMEs, what it should include, how it links up with orders and QR-bills, and how to introduce it successfully.
Request a quote
Tell us briefly what you have in mind. We'll get back to you personally and send you a written quote.