Swiss
Nexus.
From the first lead to the year-end trial balance, without leaving the system. Sales, customers, service desk, inventory, finance, marketing and a Customer Zone — one database, no double capture.
Most companies run sales on Excel, customers on Outlook, quotes on Word, tickets on WhatsApp, stock on a clipboard and the books in a separate accounting package. Swiss Nexus ends that — and is built to be more detailed than Zoho or any other leading CRM.
A CRM that stops at the quote is half a system.
The lead becomes a customer without breaking the cycle. The quote becomes an order, a delivery note, an invoice and a GL entry. The ticket becomes a job, a sign-off and a line on next month's statement. Nexus keeps the whole chain in one place — and measures it.
Unbroken history
Every business input — calls, quotes, assessments, tickets, invoices, payments — stays on the customer record from lead to renewal. Finance view included.
Accounting that mirrors the bank
Import the statement, allocate lines to invoices and payments exactly as the bank shows them, and close the month with a trial balance you can hand to the accountant.
Work you can measure
Each department's work per hour of the day. Service, projects, finance, ageing and quotes traced end to end — so you manage on evidence.
Eight modules. One database. No double capture.
Sales
Pipeline and prospects, strong tracking, quote & proposal builder, in-field onsite assessments with template builders per project scope.
Customers
Lead converts without breaking the cycle. Full sales-cycle history, all inputs, finance view, multi-site customers in one place.
Marketing
Brochures, system documents, branding, events, social runs, infographic and video storage, branded proposal documents.
Inventory
Item codes with cost and selling price feeding quotes; service, SLA/MSA and equipment items; ring-fenced site stock; supplier RFQs.
Service desk
Recurring, once-off, service desk and project items — traceable, mobile-friendly, signed off onsite, tracked per customer per month.
Finance
Invoices, sales orders, delivery notes, GRNs, recurring invoicing, bank allocation, journals, GL, VAT, P&L, TB, year ends.
Knowledge base
Training manuals, KB articles, firmware references and APKs for supported systems; employee self-assessments and skills uplift.
Customer Zone
Quotes, invoices, ticket history, supplied IT assets, self-service requests — with the customer's own logo and email preferences.
Books that close themselves — and stand up to the auditor.
Built to be as good as or better than Sage Accounting online, inside the same system that raised the quote and logged the ticket.
Import lines, allocate to invoices and payments exactly as your bank shows them.
Full general ledger with journals, recurring entries and cost centres.
VAT201-ready reporting, period locks, year-end close with audit trail.
Profit & loss, trial balance, debtors and creditors ageing on demand.
Straight answers.
Is Swiss Nexus the same as Swiss CRM?
Yes — Swiss CRM has been renamed Swiss Nexus as it grew from a CRM into a full business platform with service desk, inventory and accounting. Existing links to /platforms/crm continue to work.
Do I still need a separate accounting package?
No. Swiss Nexus includes invoicing, sales orders, delivery notes, goods receiving, recurring invoicing, bank allocation that mirrors your statement, journals, general ledger, VAT returns, P&L, trial balance and year ends — an accountants' area built to match or beat Sage Accounting online. If you prefer to keep your accountant's package, exports are available.
How does inventory ring-fencing work?
Stock can be reserved and tracked as hardware deployed on a specific customer's site, so you always know what you own, what is on which site, and what is available to sell. Item codes carry cost and selling price and feed the quote master directly.
What is the Customer Zone?
A branded portal, showing the customer's own logo, where they see quotes, invoices, ticket history and the IT assets you supplied — across all their buildings and sites — and log self-service requests for support or items online.
Can field technicians use it?
Yes. The service desk is mobile-friendly for technicians: recurring, once-off and project work, onsite assessments with template builders, and customer sign-off on site. Every ticket per customer per month is traceable.
How is access controlled?
MFA is required, roles are assigned per module, and normal users see only their own items. Every department's work is measurable per hour of the day across service, projects, finance, ageing and quotes.
Platforms that plug straight in.
Every Swiss platform is built by the same team on the same stack, so they share logins, customers and data instead of CSV exports.
See your whole business in one screen.
Book a 30-minute live demo. Bring your messy reality — the spreadsheet, the quote template, the bank statement. We'll show you how it looks once it's joined up, and quote per-company pricing on the call.
Truly integrated
Quotes know about stock. Tickets know about contracts. The GL knows about all of it. One source.
Built for SA business
Rand, VAT, year ends, bank feeds that look like your bank. Local realities, not American templates.
Hosted by us
Runs on our private cloud. Backed up every 30 minutes. POPIA aligned. Your data, our infrastructure.