customer relationship management (crm) > providers from switzerland

blue office® An innovative solution The software is user-friendly and boasts exceptional reliability. With outstanding versatility and functionality, as well as the ability to integrate administrative processes, blue office® leads the way as a professional commercial software solution. ■ User-friendly, multilingual user interface ■ Easy to use ■ Straightforward data and document management ■ Quick creation of quotes, orders, delivery notes, invoices, and other documents ■ Well-structured presentation of customer and supplier information as well as product data Functional areas ■ Address management ■ Item management ■ Document management ■ Schedule management ■ Lead tracking ■ Scan module ■ Automatic invoicing ■ Stock management ■ Ordering system ■ Support tool ■ Project management ■ Time and activity reporting ■ Repair manager ■ Production manager ■ Document filing ■ Analysis ■ POS terminal ■ E-Shop ■ REWE

The modern business software solution for your Windows or Mac environment, designed and developed in Switzerland. The modular structure of the fully integrated standard solution allows you to select and expand the scope and functionalities tailored to your needs. Since all your functional needs are covered in the standard, updates can be installed in the shortest possible time. You always benefit from the latest innovations. Professional order processing and modern financial accounting form the backbone of every successful company. With bossERP, we cover all the important processes for your SME in the standard version - regardless of whether it is a start-up, small or medium-sized company. With the additional licensable modules, everything from time and activity recording to CRM and a PPS can be integrated into the solution. In addition, bossERP offers various interfaces to peripheral systems.

In addition to BrokerStar base module WMC offers an extension called Lloyd's Brokers Edition, which is approved an recommanded by Lloyd's Switzerland

BSI Banking is our answer for banks to digitize their customer relationships. The industry solution is convincing thanks to its 360° customer view, connection to the core banking system and flexible processes. Our software is perfectly tailored to the regulatory requirements of the banking market. BSI Banking in combination with BSI Studio supports you in the implementation of processes and automated customer journeys so that you can consistently implement the customer focus across all channels. This means greater efficiency and customer satisfaction. So that your customer advisors have time for what's important: excellent advice.

BSI CRM is a comprehensive CRM deployed at all customer interfaces: Sales, Marketing, Multi-Channel Contact Center, Self-Service and Point of Sale. Can be used both as client and mobile: Web, smart phone, tablet. Well-integrated, easy to use and at reasonable cost. The use of open technology (Java/Eclipse) guarantees efficiency, individuality and future security.

Whether marketing, sales or service: digitize your customer relationships and processes with BSI Studio, the marketing automation platform. For individualized customer journeys in an instant and a consistently powerful customer experience. Real marketing automation, real data intelligence, real personalization. Enabling you to accompany your customers and leads throughout their personalized customer journey. So that every customer feels like what he is: unique.

With the Omnichannel platform BSI Retail, BSI has created a 360° solution for retail companies that integrates the channels catalog (direct marketing), call center and branch, connects the web shop and offers written correspondence with the customer via all communication channels from one source. Clients such as Walbusch, Lidl, PostFinance, Swiss Post and many more rely on BSI's CRM and Omnichannel expertise.

Um den Kunden ein sicheres Gefühl für die Investition und den Zeitrahmen einer ERP-Einführung zu geben, bieten wir die Erstellung von Spezifikationen an, die die Kunden zur Systemausschreibung verwenden können. Durch diese Vorgehensweise erreicht der Kunde die folgenden Ziele: - interdisziplinäre Übersicht seiner Prozesse - vollumfänglichen Funktionsdarstellung - belastbarer Zeit-und Investitionsplan zur Einführung

Business AS ist a web based business software for small businesses. The system is running in the cloud or can be installed on a local server. Business AS offers among others the following functions: CRM and ERP, Project management, order management, service reporting and projects, customer service and support, manage invoices and payment, time tracking, subscriptions and contracts, product and stock management and a Sage 50 interface. Business AS provides special industry solutions for trust companys, law firms, it services, trade and other service companys. Business AS works with any computer, Mac or tablet all over the world.

Friendly Automate is the Swiss marketing automation software. Generate more leads, strengthen your customer relationships and increase your revenues. Without compromising on data protection by hosting in Switzerland and complying with the nFADP (CH) and the GDPR (EU).

We develop your database driven application from your specifications, which can also be created by us. You are being involved in the development process from the beginning and you have access to the current state. After going live with your application we take care of further development, the operation and support.

Solution for Service Providers with adress management, time recording, document manangement an invoicing

MiniBüro Pro 11: Office administration made even easier for SMEs The new office software MiniBüro Pro 11 from Bachmann Support GmbH now also enables the recording of payment slips including automated payment matching. Empty or manually filled in payment slips are history. A modernised user interface and numerous other optimisations make everyday office life for SMEs child's play. MiniBüro 11 covers all tasks that SMEs and the self-employed have to deal with in their day-to-day business: Capturing customers, writing offers, sending order confirmations, creating and posting delivery notes and invoices within minutes - the office software is the simplest way for small and medium-sized businesses to efficiently manage their administration. With the MiniBüro Pro 11 update, Bachmann Support GmbH now offers important additional functions. What's new? With MiniBüro Pro 11 it is finally possible to print payment slips. In addition bank payments can be read in simply and booked with one click. In addition to a revised and more user-friendly layout, numerous other services such as a support ticket function or more flexible VAT handling are added. Also new is a more flexible address assignment in order processing, a completely revised financial accounting and the weekly view in pending administration. MiniBüro 11 is already available for CHF 450. MiniBüro Pro 11 is available for CHF 750. Both versions are a one-off purchase with no hidden costs.

The Camptocamp Group (140 employees) with headquarters in Switzerland (Lausanne, Olten) and branches in France and Germany was the first Odoo Gold Partner worldwide. Our certified multilingual consultants (German, French, English) have been integrating Odoo in companies of all sizes since 2006. We are the long-standing Odoo partner who is offering agile, high-quality and sustainable support without neglecting change management. Our comprehensive services, carried out by experts, allow you a high degree of flexibility: - through a fast, standardised implementation (Odoo SmartCamp methodology) or through a tailor-made project. - through hosting on odoo.sh (in Belgium) or on our own cloud platform hosted in Switzerland - through intensive collaboration and continuous knowledge transfer with your project team, even after initial implementation

Odoo ist the best business management software (ERP) to run a company. Millions of happy users work better with Odoo. Odoo has more than 16'000 modules (apps): CRM, Marketing, Events, Sales, Accounting, Payroll, e-Commerce, CMS, Newsletter, Project Management, etc. Odoo is completely web-based and has a responsive design.

Work seamlessly on the go: OpaccEnterpriseCRM Complete applications for sales and service staff (technical service, consulting). All business processes and data can be easily modelled based on roles and users. And they are available to users on desktops, tablets and smartphones.

PLATO is a modern business software for service companies. PLATO is suitable for many different industries, which charge their services according to the needed time (billing on an hourly basis). With PLATO you can not only record and invoice services, it is also a solution that make many tasks of your office life easier. With alltime you can additionally use many functions on your smart device.

Be PLEAN! PLEAN - business software for service providers #time #billableServices #costs PLEAN empowers you to manage your own working hours, billable services and costs within a single tool. Thanks to PLEAN, you have everything at a glance, know where you stand at all times and gain sovereignty: for your orders and your entrepreneurial future. Cloud-based - smart - cool - mobile. With PLEAN, you have all the answer to the digital challenges of the future.

Best relationships thanks to a central address database! The "Power Address" address module is a powerful tool for address management and the management of all address-related information: Marketing information, contact details, contacts, responsibilities, customer information, distribution lists, acquisition status and much more. You decide what information you manage!

PROFFIX software provides everything you need to simplify your internal administration and, above all, to organize it efficiently. It integrates smoothly into your company's existing infrastructure. Its modular design means it can keep pace with future requirements without requiring expensive programming.

The simple Swiss app for company information Stay on top of your master data and benefit from industry-leading corporate, risk and financial information from Dun & Bradstreet. Direct integration with bexio ERP makes it easier to onboard new customers/suppliers and the associated master data. The solution offers a company search, financial and risk assessment, economic information and a dashboard overview, e.g. according to industry code. Previous B2B contacts are automatically identified and enriched with additional data or company information. As an official Swiss integration partner, the App is constantly being expanded and you benefit from ongoing updates. Automatic matching of all company contacts Perform automatic import, identification and enrichment of all company contacts with one click. All companies not found can be found using the integrated search Deep reports provide insights into the payment behavior of potential customers or partners. This data enables an adequate risk assessment for dedicated business processes.

The simple 🇨🇭 Swiss solution for creating & managing invoices, quotes, hourly expenses and project budgets. Do you want to simplify your office tasks and get more time for essential value creation? StrawBlond® guarantees an easy start and an "all in one" solution. With hour tracking and a dashboard for project and customer management, the most important functions are covered in the basic plan, even for novices. With StrawBlond®, a new Swiss business software is now available that is primarily aimed at SMEs, start-ups and freelancers - created from the needs of the agency world, designed as a solution for everyone.

tosca is a complete ERP-Software for SMB to organize both commerce processes such as purchasing, sales, CRM etc. and management processes like accounting, reporting and project management.