A CRM built around the way your sales team sells.
We build bespoke CRMs for Swiss SMEs, or a simple interface on top of your Odoo or bexio. Enquiries arrive already assigned, follow-ups are ready to go, and your teams spend their time selling instead of typing.
Interface preview, sample data
Off-the-shelf CRMs, bypassed by your teams.
Your salespeople don't fill in the CRM
Too many fields, too many clicks. The information stays in inboxes and notebooks, not in the tool.
Nobody reads the alerts any more
One notification per event ends up ignored. We measured a response rate below 7 % on standard alerts.
The CRM isn't connected to the ERP
The office re-keys amounts, stages and contacts. Duplicates pile up, and nobody knows which version to trust.
Bespoke CRM
You're starting from scratch, or your current tool is holding the team back. We build a CRM around the way you sell: your stages, your assignment rules, your documents. No pointless fields, nothing to work around.
- Sales stages that fit your business
- Role-based access: management, sales, office, field
- Data protection planned from the start (Swiss FADP)
CRM layer on Odoo or bexio
You already run Odoo, bexio or another ERP, but nobody enjoys opening it day to day. Your ERP stays the reference, and we build a fast, field-friendly interface on top, synced both ways.
- Automatic sync, hourly or in real time
- Safeguards: no amount ever overwritten, duplicates blocked and sent for approval
- Quotes, files and invoices generated as PDFs and filed in the right place
Quote_2481.pdf
Generated and placed in the client portal
From first contact to signature, without re-keying.
- Website forms, ads, phone, online assistant: every enquiry lands in one place
- Data cleaned and duplicates merged automatically
- The source of every enquiry tracked, so you know which channel really pays off
- Rules by area, product, language and availability
- Absence handling and reassignment suggestions
- The salesperson gets the enquiry by email, with one-click actions
- Heat score per prospect and at-risk deal detection
- Top 3 calls every morning: urgency, value, likelihood to sign
- Meeting prep sheet: history, comparable projects nearby, points to watch
- Unanswered quotes spotted, follow-ups drafted automatically and approved by the team
- Sales emails read automatically to keep records up to date
- Low-key follow-up emails, sent only during office hours
- Dashboards, sales forecasts and conversion matrix
- Monthly lost-deals report, written and analysed automatically
- One summary a day instead of an alert for every event
- 01
Audit
We look at how your team really sells, and put a number on the hours lost.
- 02
Prototype
A first version of your sales tracking, plugged into your real data,, tested by your salespeople.
- 03
Roll-out
Go-live in stages, without halting operations or changing ERP.
- 04
Improvement
Real usage is measured, and the next upgrades follow from it.
A sales team, an office, technicians, one tool.
A technical services SME in French-speaking Switzerland was running on an ERP, spreadsheets and a lot of daily re-keying. Around its ERP we built a CRM, some forty AI agents, a client portal and a field app. Around 64,000 tasks now run every month with no manual work.
Measured over one month of operation. Client anonymised.
| Metric | Before | After |
|---|---|---|
| Time before first action on a new enquiry | 216 h | 95 h−56 % |
| Admin work eliminated | Typed by hand | 67 h / monthevery month |
| CRM update after a sales email | Manual | 3 to 14 minautomatic |
| Alerts sent to sales | One per event | 1 summary a dayless noise |
| Unprofitable ad spend identified and cut | Invisible | ≈ CHF 20,000 / yearenquiry sources tracked |
Let's measure the hours your team loses every week.
Request an audit