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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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  • Product & Cloud Service: product
    tosca
    Price:
    on request
    Version:
    4
    Description:
    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.
    Technology:
    oracle database, java programming language, windows or linux as operating systems
    Categories:
    Online Shops, Customer Relationship Management (CRM), General Enterprise Ressource Planning (ERP), General Logistics
    Link:
    http://www.dynasoft.ch
    Company:
    dynasoft AG
  • Product & Cloud Service: product
    Proffix Px5
    Price:
    modular (rent and buy)
    Version:
    5.0.1000.0001
    Description:
    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.
    Technology:
    Microsoft .NET Technology
    Categories:
    General Administrative , Online Shops, Business Service Management, Complete ERP Software, Customer Relationship Management (CRM)
    Link:
    https://www.proffix.ch/produkt/funktionen
    Company:
    PROFFIX Software AG
  • Product & Cloud Service: product
    FlexBüro
    Price:
    ab CHF 250.-/Mt.
    Version:
    19
    Description:
    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.
    Technology:
    FileMaker Pro 19 / Mac & Windows
    Categories:
    Project Management, Online Shops, Complete ERP Software, Customer Relationship Management (CRM), Business Service Management
    Link:
    http://www.flexbuero.ch
    Company:
    Bachmann Support GmbH
  • Product & Cloud Service: product
    BSI CRM
    Price:
    Depending on project scope
    Version:
    N/A
    Description:
    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.
    Technology:
    Java/Eclipse
    Categories:
    General Sales, General Marketing, Customer Relationship Management (CRM), Sales Management, Contact Center
    Link:
    https://www.bsi-software.com/crm
    Company:
    BSI Business Systems Integration AG
  • Product & Cloud Service: product
    BSI CDP
    Price:
    Depending on project scope
    Version:
    N/A
    Description:
    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.
    Technology:
    Java/Eclipse
    Categories:
    Customer Relationship Management (CRM), General Sales, Sales Management, General Marketing, Contact Center
    Link:
    https://www.bsi-software.com/cdp
    Company:
    BSI Business Systems Integration AG
  • Product & Cloud Service: product
    BSI EIP
    Price:
    Depending on project scope
    Version:
    N/A
    Description:
    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.
    Technology:
    Java/Eclipse
    Categories:
    Customer Relationship Management (CRM), General Integration, General Marketing
    Link:
    https://www.bsi-software.com
    Company:
    BSI Business Systems Integration AG
  • Product & Cloud Service: product
    BSI CX
    Price:
    Depending on project scope
    Version:
    N/A
    Description:
    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.
    Technology:
    Java/Eclipse
    Categories:
    General Marketing, Sales Management, User Experience Design (UX), Customer Relationship Management (CRM), Contact Center
    Link:
    https://www.bsi-software.com/cx
    Company:
    BSI Business Systems Integration AG
  • Product & Cloud Service: product
    OpaccEnterpriseCRM
    Price:
    On request
    Version:
    N/A
    Description:
    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.
    Technology:
    100% Service-Oriented (SOA) Architecture, Microsoft Environment, DotNet, Java
    Categories:
    Customer Relationship Management (CRM), General Collaboration, General Integration, General Sales
    Link:
    https://www.opacc.ch/produkte/opacc-crm
    Company:
    Opacc Software AG
  • Product & Cloud Service: product
    PLATO
    Price:
    starting from CHF 950 per individual workstation
    Version:
    Business Software für Dienstleister
    Description:
    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.
    Technology:
    Micorsoft.NET, HTML5, Javascript, CSS3, Microsoft SQL Server
    Categories:
    General Enterprise Ressource Planning (ERP), Software-as-a-Service (SaaS), Customer Relationship Management (CRM), Time Tracking
    Link:
    https://all-consulting.ch/plato/
    Company:
    ALL CONSULTING AG
  • Product & Cloud Service: product
    Power Address
    Price:
    On request
    Version:
    N/A
    Description:
    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!
    Technology:
    Microsoft .NET Technologie, SQL
    Categories:
    Customer Relationship Management (CRM)
    Link:
    https://www.consultinform.ch/loesungen/adressverwaltung/
    Company:
    Consultinform AG
  • Product & Cloud Service: product
    PLEAN
    Price:
    On request
    Version:
    N/A
    Description:
    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.
    Technology:
    N/A
    Categories:
    Project Management, Task Management, Customer Relationship Management (CRM), Time Tracking, Business Service Management
    Link:
    https://plean.ch/
    Company:
    Consultinform AG
  • Product & Cloud Service: product
    BrokerStar Lloyd's Broker Edition
    Price:
    CHF 500+ yearly subscription
    Version:
    V-2.19
    Description:
    In addition to BrokerStar base module WMC offers an extension called Lloyd's Brokers Edition, which is approved an recommanded by Lloyd's Switzerland
    Technology:
    LAMP based, Symfony, Open Source
    Categories:
    General Administrative , Government, Business Process Management / Workflow, Customer Relationship Management (CRM)
    Link:
    https://www.wmc.ch/brokerstar/
    Company:
    WMC IT Solutions AG
  • Product & Cloud Service: product
    iOffice
    Price:
    CHF 500+ yearly subscription
    Version:
    V-2.22
    Description:
    Solution for Service Providers with adress management, time recording, document manangement an invoicing
    Technology:
    Open Source, LAMP based
    Categories:
    Business Process Management / Workflow, Complete ERP Software, Customer Relationship Management (CRM), Task Management
    Link:
    http://www.wmc.ch/ioffice
    Company:
    WMC IT Solutions AG
  • Product & Cloud Service: product
    BormBusiness/EvoBusiness
    Price:
    on request
    Version:
    Version 3
    Description:
    The modular and integrated software is individually adaptable to the companies‘ needs. From data management, CRM, order management, and resource planning to a variable product configurator, cutting optimization, and a connection to CAD / CNC.
    Technology:
    Database, Crystal Reports, Microsoft Office integration, integration of common accounting and CAD solutions, variable lists of parts
    Categories:
    Business Process Management, Complete ERP Software, Customer Relationship Management (CRM), Warehouse Management (WMS)
    Link:
    http://www.borm.ch
    Company:
    BORM-INFORMATIK AG
  • Product & Cloud Service: product
    Exxas
    Price:
    from CHF 19/month
    Version:
    N/A
    Description:
    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.
    Technology:
    PHP, JavaScript
    Categories:
    Complete ERP Software, Sales Management, Customer Relationship Management (CRM), Customer Relationship Management (CRM), Business Service Management,
    Link:
    https://www.exxas.ch
    Company:
    Exxas
  • Product & Cloud Service: product
    With Dynamics 365 closer to your customers
    Price:
    On request
    Version:
    N/A
    Description:
    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.
    Technology:
    Dynamics 365, Marketing Automation, Integration Office 365, AI, Data Mining
    Categories:
    Microsoft Dynamic, General Marketing, Sales Management, Customer Relationship Management (CRM), Data Mining
    Link:
    https://www.isolutions.ch/angebot/dynamics-365-partner/
    Company:
    isolutions AG
  • Product & Cloud Service: product
    NetfolioCRM
    Price:
    On request
    Version:
    N/A
    Description:
    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.
    Technology:
    N/A
    Categories:
    Customer Relationship Management (CRM), Software-as-a-Service (SaaS)
    Link:
    https://www.alphasys.ch/de/netfoliocrm.html
    Company:
    Alphasys AG
  • Product & Cloud Service: product
    blue office®
    Price:
    from 890 CHF (purchase) or monthly from 29.70 CHF (cloud)
    Version:
    4
    Description:
    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
    Technology:
    Microsoft® .NET Framework - windows-based with Microsoft® SQL-Database
    Categories:
    Complete ERP Software, General Enterprise Ressource Planning (ERP), Customer Relationship Management (CRM), General Cloud (as-a-Service), .net
    Link:
    https://www.blue-office.ch
    Company:
    blue office ag
  • Product & Cloud Service: product
    Cultivation Module
    Price:
    Up on request
    Version:
    2.4.0.
    Description:
    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.
    Technology:
    Cloud based Saas Solution
    Categories:
    Software-as-a-Service (SaaS), Business Process Management / Workflow, General Internet of Things (IoT), General Administrative , Customer Relationship Management (CRM)
    Link:
    https://cannavigia.com/cultivation-module/
    Company:
    Vigia AG
  • Product & Cloud Service: product
    bossERP
    Price:
    On request
    Version:
    N/A
    Description:
    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.
    Technology:
    N/A
    Categories:
    Complete ERP Software, Software-as-a-Service (SaaS), Business Process Management / Workflow, Customer Relationship Management (CRM), Reporting
    Link:
    https://www.bossinfo.ch/bossERP
    Company:
    bossinfo.ch AG
  • Product & Cloud Service: product
    StrawBlond
    Price:
    ab CHF 29/Monat
    Version:
    N/A
    Description:
    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.
    Technology:
    N/A
    Categories:
    Customer Relationship Management (CRM), Project Management, General Administrative , Software-as-a-Service (SaaS), Accounting
    Link:
    https://strawblond.com
    Company:
    Racerfish AG - strawblond
  • Product & Cloud Service: product
    SimplyConnect App - Financial and risk information
    Price:
    0 - 199.- / month based on the number of B2B accounts
    Version:
    1.4.0
    Description:
    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.
    Technology:
    N/A
    Categories:
    Risk Management, Software-as-a-Service (SaaS), Customer Relationship Management (CRM), Sales Management, Business Intelligence
    Link:
    https://app.simplyconnect.ch
    Company:
    SimplyConnect GmbH
  • Product & Cloud Service: product
    CRM and order processing from the cloud
    Price:
    On request
    Version:
    N/A
    Description:
    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.
    Technology:
    HEDI SQL
    Categories:
    Customer Relationship Management (CRM), Complete ERP Software, Cloudserver/Virtual Machine
    Link:
    https://www.on-it.ch
    Company:
    On Informatik Service GmbH