customer relationship management (crm) > providers from switzerland

By means of a CRM system, companies manage and control their customer relationships. In general, it is a database in which all customers are stored with contact data and respective interactions. In this way, employees can always see the last status of communication and, depending on the complexity of the software, initiate further measures. Processes that are often covered are marketing, sales and customer service. Often there are connections to newsletter, email and social media.

It is important to choose an application that covers your own needs or can be adapted to them.

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  • B
  • blue office®

    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

    Price
    from 890 CHF (purchase) or monthly from 29.70 CHF (cloud)
    Version
    4
    Technology
    Microsoft® .NET Framework - windows-based with Microsoft® SQL-Database
    Hosting
    in Switzerland
    Company
    blue office ag More about the provider
  • BrokerStar Lloyd's Broker Edition

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

    Price
    CHF 500+ yearly subscription
    Version
    V-3.1
    Technology
    LAMP based, Symfony, Open Source
    Hosting
    in Switzerland
    Company
    WMC IT Solutions AG More about the provider
  • BSI CDP

    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.

    Price
    Depending on project scope
    Technology
    Java/Eclipse
    Hosting
    available in Switzerland
    Company
    BSI Business Systems Integration AG More about the provider
  • BSI CRM

    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.

    Price
    Depending on project scope
    Technology
    Java/Eclipse
    Hosting
    available in Switzerland
    Company
    BSI Business Systems Integration AG More about the provider
  • BSI CX

    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.

    Price
    Depending on project scope
    Technology
    Java/Eclipse
    Hosting
    available in Switzerland
    Company
    BSI Business Systems Integration AG More about the provider
  • BSI EIP

    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.

    Price
    Depending on project scope
    Technology
    Java/Eclipse
    Hosting
    available in Switzerland
    Company
    BSI Business Systems Integration AG More about the provider
  • bossERP

    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.

    Price
    On request
    Hosting
    in Switzerland
    Company
    bossinfo.ch AG More about the provider
  • C
  • CRM and order processing from the cloud

    One solution, all in one: CRM, acquisition, order processing and billing. Order management and CRM in one solution. Forget interfaces and media discontinuities! delight aio combines front and back office in a consistent all-in-one solution. From A for acquisition to Z for payment - everything in one sophisticated business software. delight aio manages your addresses, appointments, letters, e-mails, SMS, documents, tasks, enquiries, sales opportunities, orders, offers, invoices, recurring subscriptions, reminders, delivery notes, key figures and campaigns as well as all correspondence with your customers and much more.

    Price
    On request
    Technology
    HEDI SQL
    Hosting
    in Switzerland
    Company
    On Informatik Service GmbH More about the provider
  • D
  • Digital solutions for associations

    Software that inspires and saves time - that is our claim. We design and develop business-critical software solutions that make your daily work easier and save you time. Digital applications are essential for the productivity of your company, but they should not stand out. Rather, you need a solution that works reliably behind the scenes and maps your business processes efficiently and holistically. We focus primarily on individual solutions for associations. From the member database to the education platform. As an optimal basis, we offer our standard solutions, which can be adapted to your processes and requirements.

    Price
    On request
    Hosting
    in Switzerland
    Company
    BEGASOFT AG More about the provider
  • dynasoft AG

    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

    Price
    On request
    Version
    tosca 4
    Hosting
    no data
    Company
    dynasoft AG More about the provider
  • E
  • Exxas

    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.

    Price
    from CHF 19/month
    Technology
    PHP, JavaScript
    Hosting
    in Switzerland
    Company
    Exxas More about the provider
  • F
  • FlexBüro

    Flexible solution for highest demands. CRM and order processing in one program. Your advantages The FlexBüro software is based on FileMaker Pro and is suitable for Mac, Windows or mixed networks. FlexOffice is flexible, customizable, simple and intuitive to use. With just a few mouse clicks you can write offers, delivery notes or invoices in no time at all. These can be easily printed out or sent as PDF email. Customizable software for your company FlexBüro is the complete commercial solution for SMEs, service providers, specialist dealers, craftsmen, foundations and associations. FlexBüro adapts to your company processes and accompanies you flexibly with your company growth. More than 20 optional modules available Expand your FlexBüro according to your individual needs. Manage your courses, subscriptions, stocks, barcodes, maintenance contracts, instruments, repairs, events, projects, wages, creditors, debtors, finances, properties and objects.

    Price
    ab CHF 250.-/Mt.
    Version
    19
    Technology
    FileMaker Pro 19 / Mac & Windows
    Hosting
    in Switzerland
    Company
    Bachmann Support GmbH More about the provider
  • Friendly Automate

    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).

    Price
    On request
    Hosting
    in Switzerland
    Company
    Friendly GmbH More about the provider
  • C
  • Custom Database application development

    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.

    Price
    on request
    Technology
    Claris FileMaker, Web
    Hosting
    in Switzerland
    Company
    nordend.swiss ag More about the provider
  • I
  • Integrated CRM & ERP System

    The integrated CRM & ERP system from Vertec is a standard software for project-orientated service companies. Map your individual business processes holistically, digitally and in just one system: from acquisition and project management to invoicing and project controlling. All data is centralised on a project or mandate basis and can be further processed from there. The integrated CRM & ERP functions, such as address management, service recording, project management, invoicing and controlling, help you save time and money. Operate Vertec on-premises or with a cloud subscription. Customised to the requirements of your business Vertec adapts to your business processes, not the other way round. The entire software architecture is designed to enable customisation. Your benefits - Highly customisable with update capability - Time and money saved thanks to optimised processes - Customisations can also be carried out independently - Knowledge base: up-to-date technical documentation Take our product tour and discover the whole functionality of Vertec: https://www.vertec.com/ch/produkt-tour/

    Price
    Information on pricing can be obtained on our website.
    Technology
    On-premises operation or cloud subscription
    Hosting
    in Switzerland
    Company
    Vertec AG More about the provider
  • iOffice

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

    Price
    CHF 500+ yearly subscription
    Version
    V-3.1
    Technology
    Open Source, LAMP based
    Hosting
    in Switzerland
    Company
    WMC IT Solutions AG More about the provider
  • M
  • MiniBüro Team

    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.

    Price
    ab CHF 150.-/Monat
    Version
    2021
    Technology
    FileMaker based, Mac & PC
    Hosting
    in Switzerland
    Company
    Bachmann Support GmbH More about the provider
  • W
  • With Dynamics 365 closer to your customers

    We support you from the introduction of a CRM solution up to the lived customer orientation. Create a customer experience that sets you apart from your competitors. By integrating marketing, sales and customer service processes, we work with you to create a 360° customer view. We support you in addressing your customers in an individual and relevant way, so that you can achieve higher customer satisfaction and generate additional revenues.

    Price
    On request
    Technology
    Dynamics 365, Marketing Automation, Integration Office 365, AI, Data Mining
    Hosting
    available in Switzerland
    Company
    isolutions AG More about the provider
  • C
  • Cultivation Module

    The CANNAVIGIA CULTIVATION MODULE is your solution for cannabis breeding, cultivating and harvesting. Focused on the requirements of Good Agricultural & Collection Practice (GACP) and the GlobalG.A.P. standard it gives breeders, cultivators and farmers the power to monitor and operate their cultivation on different levels, in compliance with European rules and regulations. Track, trace and optimize your yield. The CANNAVIGIA CULTIVATION MODULE offers you flexibility and can be adapted to your facility’s needs and requirements. No matter if you are growing medicinal cannabis or hemp, indoor, greenhouse or outdoor: this module lets you track the movement and progress of all your plants. All relevant SOPs and critical control points are directly and seamlessly integrated in your system. The system offers a range of features from GACP-Journals, integrated lab and waste reports to the tracking of cannabinoid content. The module is the first step to a precise documentation of the product, essential to reduce risks to end-consumers and to keep any malicious activity out of the supply chain.

    Price
    Up on request
    Version
    2.4.0.
    Technology
    Cloud based Saas Solution
    Hosting
    no data
    Company
    Vigia AG More about the provider
  • N
  • NetfolioCRM

    Strengthened regulations in the area of compliance for asset management require stricter management of customer data. Alphasys has developed a comprehensive, browser-based CRM solution. The tool simplifies processes, improves efficiency, and fulfils requirements as "Know your customer". NetfolioCRM can also be used as a standalone solution.

    Price
    On request
    Hosting
    in Switzerland
    Company
    Alphasys AG More about the provider
  • O
  • Odoo (Open Source ERP)

    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

    Price
    On request
    Technology
    Odoo Open Source ERP
    Hosting
    in Switzerland
    Company
    camptocamp SA More about the provider
  • Odoo Integration

    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.

    Price
    on request
    Version
    all
    Technology
    Python, PostgreSQL
    Hosting
    in Switzerland
    Company
    braintec More about the provider
  • Opacc Enterprise CRM

    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.

    Price
    On request
    Technology
    100% Service-Oriented (SOA) Architecture, Microsoft Environment, DotNet, Java
    Hosting
    in Switzerland
    Company
    Opacc Software AG More about the provider
  • P
  • PLATO

    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.

    Price
    starting from CHF 950 per individual workstation
    Version
    Business Software für Dienstleister
    Technology
    Micorsoft.NET, HTML5, Javascript, CSS3, Microsoft SQL Server
    Hosting
    no data
    Company
    ALL CONSULTING AG More about the provider
  • PLEAN

    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.

    Price
    On request
    Hosting
    in Switzerland
    Company
    Consultinform AG More about the provider
  • Power Address

    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!

    Price
    On request
    Technology
    Microsoft .NET Technologie, SQL
    Hosting
    no data
    Company
    Consultinform AG More about the provider
  • Proffix Px5

    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.

    Price
    modular (rent and buy)
    Version
    5.0.1000.0001
    Technology
    Microsoft .NET Technology
    Hosting
    no data
    Company
    PROFFIX Software AG More about the provider
  • S
  • SimplyConnect App - Financial and risk information

    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.

    Price
    0 - 199.- / month based on the number of B2B accounts
    Version
    1.4.0
    Hosting
    in Switzerland
    Company
    SimplyConnect GmbH More about the provider
  • StrawBlond

    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.

    Price
    ab CHF 29/Monat
    Hosting
    abroad
    Company
    Racerfish AG - strawblond More about the provider
  • T
  • tosca

    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.

    Price
    on request
    Version
    4
    Technology
    oracle database, java programming language, windows or linux as operating systems
    Hosting
    no data
    Company
    dynasoft AG More about the provider