A CRM that works for your sales team, not the other way round.
We build bespoke CRMs, or a simple layer on top of the ERP you already have. Leads arrive already assigned, follow-ups go out on their own, and your teams spend their time selling instead of typing.
Interface preview, sample data
Off-the-shelf CRMs: your teams work around them.
Your salespeople don't fill in the CRM
Too many fields, too many clicks. The result: the information lives 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 doesn't talk 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 shaped around your sales cycle: your stages, your assignment rules, your documents. Nothing superfluous, everything you need.
- Pipeline and stages that fit your business
- Role-based access: management, sales, office, field
- Data protection built in from day one (Swiss FADP)
CRM layer on your ERP
You already run Odoo, bexio or another ERP, but nobody enjoys using it day to day. We keep your ERP as the single source of truth and 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 lead to signature, every step automated.
- Website forms, ads, phone, AI assistant: every source lands in one place
- Automatic data clean-up and duplicate merging
- The source of every lead 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 lead by email with one-click actions
- Heat score per lead 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
- Silent quotes detected, follow-ups drafted by AI and approved by the team
- Sales emails read automatically to keep records up to date
- Respectful nurturing, sent only during office hours
- Dashboards, sales forecasts and conversion matrix
- Monthly lost-deals report, written and analysed by AI
- One daily digest instead of an alert for every event
- 01
Audit
We watch how your team really sells, and put a number on the hours lost.
- 02
Prototype
A first pipeline plugged into your real data, tested by your salespeople.
- 03
Roll-out
Gradual go-live, without halting operations or changing ERP.
- 04
Improvement
Agents measure usage and suggest what to build next.
A sales team, an office, technicians. And 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 one lifting a finger.
Measured over one month of operation. Client anonymised.
| What changed | Before | After |
|---|---|---|
| Time before first action on a lead | 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 digest a dayless noise |
| Unprofitable ad spend identified and cut | Invisible | ≈ CHF 20,000 / yearthanks to attribution |
How many hours does your team lose every week?
Request an audit