One platform. Everything customer.
From the first lead to the final invoice. Sales pipeline, quoting, customer management, procurement, projects and inventory — in one integrated platform.
Most companies run sales on Excel, customers on Outlook, quotes on Word, projects on WhatsApp, and inventory on a clipboard. Swiss CRM ends that.
Six modules. One database. No double capture.
Sales Pipeline
Leads, opportunities, stages, probabilities, weighted forecasts. Activity tracking, next-action reminders, win/loss analysis.
Quoting & Proposals
Multi-line quotes, optional items, custom branding, PDF export, version history, e-acceptance, conversion to project.
Customer Management
Companies, contacts, hierarchies, communication history, document repository, custom fields, segmentation.
Procurement
Supplier database, purchase orders, GRNs, supplier performance scoring, integrated with inventory.
Projects & Tasks
Convert won deals to projects. Tasks, milestones, time tracking, profitability per project, billable vs non-billable.
Inventory
Stock items, categories, multi-warehouse, serial tracking, asset management, low-stock alerts, full movement history.
See your sales operation in one screen.
Book a 30-minute live demo. Bring your messy reality. We'll show you how it looks once it's joined up — and quote per-user pricing on the call.
Truly integrated
Quotes know about inventory. Projects know about quotes. Procurement knows about projects. One source.
Built for SA SMEs
Rand pricing. ZAR VAT. Pastel-friendly export. Local realities, not American templates.
Hosted by us
Runs on our private cloud. Backed up every 30 minutes. POPIA aligned. Your data, our infrastructure.