Never miss a sales opportunity
A 360° client profile, sales pipeline and guided quotes with prices, costs and margins. Every opportunity has a next step.
03 — CRM / ERP
Clients, quotes, jobs, hours, invoices, stock and staff share one database. Enter information once and everything follows.
Your premises, teams and jobs in real time: one glance tells you who is doing what and how each job is progressing.
A 360° client profile, sales pipeline and guided quotes with prices, costs and margins. Every opportunity has a next step.
A jobs board, resource planning with conflict detection and alerts when an hours budget is exceeded.
Job complete, invoice ready. Swiss QR invoices, payment tracking, three-stage reminders and a cash flow overview.
Attendance and clocking in, timesheets with timers and one-click leave approval. Less paperwork, fewer oversights.
Stock below the minimum? The supplier order is prepared and the right person is notified.
Up-to-date indicators, an integrated assistant to query your data and precise permissions: everyone sees what is relevant to them.
Built for your business. Terminology, workflows, roles and indicators are configured for your sector, from office to workshop.
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