Pipelines Quotes & POs Projects

Swiss CRM: Control Customers. Convert Deals.

Connect sales, support, quoting, inventory and procurement in one 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
  • Activities, follow-ups & daily team briefs
  • Procurement requests, supplier linking, PO + GRN
  • Inventory per project, branch or item group

1 platform

CRM + Projects + Procurement

99.9%+

SLA targets

auditable quotes & activities

Modular pricing. Big value.

Start with what you need — scale when you’re ready.

Per User Licensing

  • R199 / user / month ex VAT
  • Sales, tickets, quotes, basic dashboards
  • 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

Find drop-offs, replicate wins, manage reps with pipelines & activity reports.

Service response

Tickets by priority, SLA compliance, follow-ups, and response KPIs.

Inventory & procurement

POs, approvals, GRNs, inventory linked per site or quote.

CRM Screens & Modules

Autoplay with fade-in transitions, thumbnails, dots, keyboard navigation, and full-screen preview.

Swiss CRM UI Showcase

Click thumbnails. Use ← → keys. Click the main image to open full-screen.

CRM Dashboard

Dashboard

Overview

Sales performance, activities, and quick access to core modules.

Pipeline Quotes Procurement

Ready to align sales, service & operations?

Spin up Swiss CRM with your pipelines and proofs this week.

Start your rollout