CRM
Centralise prospects, clients, contacts, activities and sales opportunities.
An integrated, easy-to-use solution designed for small and medium-sized accounting, legal and IT service companies.
Bring sales, engagement delivery, time tracking, invoicing and accounting together. Data flows without duplicate entry, from the first contact through to profitability analysis.
Use one continuous management process without multiplying software packages or Excel files.
Centralise prospects, clients, contacts, activities and sales opportunities.
Create structured quotations, track their status and turn approved offers into engagements.
Plan services, owners, deadlines, budgets and progress.
Record time easily by engagement, activity or client.
Invoice completed hours, fixed fees or entire engagements according to your rules.
Post invoices automatically and maintain a consistent financial overview.
Analyse margins, consumed budgets, availability and team workload.
Recurring engagements, deadlines, time by file, fixed fees and profitability monitoring.
Client matters, services, billable time, retainers and fee monitoring.
Projects, contracts, interventions, support, time spent and service invoicing.
Three figures decide the health of a services business: the work reserve still to be invoiced, the share of hours that never will be, and the time it takes to send out the month’s invoices.
The CRM brings together contacts, requirements, discussions and opportunities.
The approved quotation becomes the operational basis of the engagement.
Team members record their hours and monitor progress.
The data feeds invoicing, accounting and management indicators.
The solution starts at CHF 20.- per month for 1 to 3 users and can be ready within 72 hours after the offer is approved.