Contacts, opportunities, shared inbox, quotes, contracts, invoices and subscriptions in one system. The AI drafts the replies and tells each seller where to start.
Screens below are the real product, with demo data.
Every morning the AI reads replies, tasks and meetings, and gives each seller a short plan for the day.
15 replies are waiting, the oldest for 18 days, and 7 urgent tasks are overdue, including the call back to Gotthard Pharma about the DR site. Start with that call, then work through the overdue items.
Six stages and one record per customer, shared by sales, service and administration.
Forms on your website create contacts and open a conversation. Lead scoring ranks them every night, so sales calls the best ones first.
Email from your Microsoft 365 or Google Workspace mailbox, calls, SMS, Messenger and Instagram land in a shared inbox, next to the customer's full record.
Drag opportunities across the board. Opportunities without a next step or past their date are flagged at the top of the list.
Build the quote from your product catalogue, share it, turn it into a contract and an order, and issue invoices or subscriptions without leaving the CRM.
Every customer gets a health status from NPS, open tickets and silence. Account managers see which customers to call this week.
Forecast by stage or category against each seller's goal, with the gap and the pipeline coverage you need to close it.
The AI works on the data already in the CRM: the conversation, the contact, the company and its opportunities.
Drafts are never sent automatically. A person reviews every message and presses Send.
Your administrator picks one in the CRM settings and can change it later. Customer data are pseudonymised in all three.
Open-weight models on Swiss infrastructure. Every AI request is processed in Switzerland.
Claude by Anthropic through Amazon Bedrock, called from Zurich and processed in Switzerland or the European Union, never in the United States.
Connect the AI you already use: the Anthropic API, Amazon Bedrock in your own AWS account, or any OpenAI-compatible service, with your own key and contract.
Before a text leaves the CRM, names, companies, addresses, email addresses, phone numbers, links, IBANs, card and AHV numbers become placeholders. The AI writes with the placeholders; the CRM puts the real values back in the draft you see.
Hello Marco, Gotthard Pharma AG accepts the offer. Please send the contract to Via Cantonale 12, 6900 Lugano or to [email protected]. You can reach me on +41 91 600 12 30.
Martina Keller
Hello [PERSON_1], [COMPANY_1] accepts the offer. Please send the contract to [ADDRESS_1] or to [EMAIL_1]. You can reach me on [PHONE_1].
[PERSON_2]
Dear Martina, thank you for confirming. Today I will send the contract for Gotthard Pharma AG to [email protected], with the link to sign it online.
Kind regards, Marco
When an opportunity is won, the same record carries the quote, the contract, the invoices and the renewal date. Subscriptions and recurring revenue are billed from the CRM.
From the catalogue, with discounts, terms and an acceptance page.
Generated from the accepted quote, with billing and shipping addresses.
Created from the quote or by hand, with the PO number.
VAT included, due dates, reminders and payments recorded.
Subscriptions bill each period and show up in MRR and ARR.
One action turns an accepted quote into a contract. Buyer, opportunity, line items and prices are copied over, so the team never retypes an order.
The contract keeps its own copy of the quote: a later change to the quote does not alter what was signed.
Built from the product catalogue with cover letter, executive summary, terms, payments and an acceptance section. Shared as a link: the CRM shows how many times it was opened and whether it is still pending acceptance.
Quotes and contracts are signed online. Built in: a simple electronic signature with the signer's typed name and a code sent to their email, and the signed PDF with its audit trail filed on the record. A DocuSign integration can be added on request.
A lifecycle path from draft to active, expired or terminated. Total contract value, annual value, ARR and MRR are calculated from the line items, VAT excluded.
Billed, remaining, next billing date and days remaining, with the full billing schedule. The renewals of the next 90 days appear in the revenue overview.
A simple electronic signature built into the CRM: the customer types their name, confirms with a code sent to their email, and the name becomes their signature on the document.
A simple electronic signature under Swiss law: valid wherever the law does not require written form (art. 11 CO). The first signature freezes the content, so every signer reads the same text. A DocuSign integration can be added on request.
Each subscription issues its invoice at every period, keeps MRR and ARR up to date and shows at once which customers have not paid.
Figures from the demo company shown in the screenshots.
45 ready-made reports on the live data of the CRM. Click a bar, a slice or a name to open the records behind it.
Each user puts together their own dashboards from the 45 reports, chooses how every chart looks and shares the result with the team.
Personal and team dashboards built from the reports, goals per seller or team, and the forecast against each goal.
Tickets and tasks open as kanban boards. Drag a card to its next stage, and assign it to a colleague without leaving the board.
On a task card, change the assignee, the due date or the priority with one click.
A card dragged to another column changes stage; within a column it takes the order you give it.
Mine, unassigned, overdue, due today, and the tasks you assigned to others.
Start the open tasks of a view and work through them one after the other.
Each seller's day on one screen: overdue tasks, leads, opportunities and schedule.
Triggers on forms, stages and properties. Create tasks, notify, change owner, enroll in a sequence, call a signed webhook.
Emails, calls and to-dos on a schedule, sent within office hours.
Every email, call, note and meeting on one timeline.
Views for unassigned, mine and high priority. Board or list.
Ready-made reports for sales, quotes, contracts and service, with CSV export.
Finds duplicates by name or phone and merges them, conversations and deals included.
NPS after a ticket or a go-live, with the score on the customer.
Advanced filters on any object, saved as lists for sequences and campaigns.
Choose which cards each record shows, and in what order, for the whole team.
Step-by-step guides with annotated screenshots, one click away from every page, and an assistant that answers from the guides.
Sales, marketing, service, billing and reporting in one product. Data from your current CRM can be imported.
Every installation runs in the customer's own region: in Switzerland for Swiss companies, in the European Union for European ones.
Services you choose to connect, such as your Microsoft 365 or Google Workspace mailbox, telephony or the AI provider, process the data they need under their own terms.
Each customer has its own installation and database, in Switzerland or in the European Union.
No passwords: a one-time code by email at every sign-in, sign-in policies per workspace, and roles for each user.
Pipelines, stages, record pages, menu and owners are changed from the settings, without development.
Microsoft 365 or Google Workspace mailbox, Twilio for calls and SMS, Meta for Messenger and Instagram, signed webhooks to n8n. DocuSign for signatures on request.
Each user picks the interface language. Amounts in CHF and other currencies, Swiss number formats.
Import from your current CRM or from CSV. Every list and report can be exported to CSV.
The CRM runs under your name, logo and colours, with the terms your team already uses.
In 30 minutes we show the CRM on your sales process and plan the move from your current tool.