Swiss CRM: Control Customers. Convert Deals.
Swiss CRM connects your sales, support, quoting, activities, inventory, and procurement in one powerful and modular platform. Designed for flexibility. Proven in the field.
- Deal pipelines, call logs, next steps, reminders
- Quoting + stock integration per customer zone
- Customer onboarding & SLA contracts
- Activity tracking, follow-ups + daily team briefs
- Procurement requests, supplier linking, PO + GRN
- Inventory views per project, branch or item group
Modular Pricing. Big Value.
Start with what you need — scale when you’re ready. Swiss CRM is built to grow with your team.
Per User Licensing
- R199/user/month ex VAT
- Includes sales, ticket, quotes, basic dashboard
- Email & calendar integration
Customer Zone Access
- R99/customer/month ex VAT
- Secure login with view permissions
- View quotes, tickets, projects & files
Enterprise Flat Rate
- R7,999/month ex VAT
- Unlimited users + 4 dev hours included
- Full CRM + Projects + Procurement
CRM Use Case Highlights
From lead to payment — Swiss CRM tracks it all.
Sales Intelligence
Identify drop-off points, replicate success, and manage reps with visual pipelines & activity reporting.
Service Response
Tickets by priority, SLA compliance, customer follow-ups and internal response time tracking.
Inventory + Procurement
PO creation, approval logic, GRN capture, and inventory linking per site or quote.