Lugano, Canton of Ticino
CRM software for SMEs in Lugano
CRM and ERP for SMEs in Lugano: customers, enquiries, orders, stock and invoices in one place. Lugano is Ticino's largest city and a centre for finance and trade in southern Switzerland. We meet by phone or video call, and you review the drafts online.
What you get
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 from Lugano
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.
Frequently asked questions
Do you work with companies in Lugano?
Yes. We work with SMEs across Switzerland. We meet by phone or video call, and you review the drafts online. So it doesn't matter whether your business is in Lugano or elsewhere in the canton of Ticino.
What language will the website be in?
In your customers' language. In Lugano, that's usually Italian, and we can add German, French and English.
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.
More about this service
Region
CRM and ERP in nearby cities
Request a quote
Tell us what your business in Lugano needs. We'll get back to you personally and send you a written quote.