Card
One customer record.
Trade feature
One record per customer, full history
In wholesale, customer information sits scattered across sales, accounting and warehouse. The system gives each customer one card: contacts, price list, payment terms, past quotes and orders, e-mail correspondence and reminders are visible in one place.
- German, French, Italian, English
- QR-bill and CHF
- Roles and audit log
Card and history
The customer card holds contacts, delivery addresses, price list and payment terms. Past quotes, orders, invoices and e-mails appear on a timeline; the sales team knows the situation in the first second on the phone.
Personal data is processed under data-protection rules; details are on the Swiss data-protection page.
Reminders and opportunities
Follow-up calls, post-quote reminders and renewal dates are linked to the customer and the owner. Sales opportunities are followed by stage and expected turnover is reported, so it is visible which customer needs attention.
Bulk e-mails go only to consenting contacts and with company approval.
Your benefits
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Swiss-specific points
In Switzerland customers are in different language regions and expect correspondence in their own language. The system keeps document and e-mail language per customer; data-protection compliance is assessed by the company and its specialist, the software gives no guarantee.
Frequently asked questions
Can an existing customer list be imported?
Yes; an Excel or CSV list is imported with matched fields.
Do e-mails land on the customer card?
Yes; e-mail correspondence can be linked to the customer timeline, the mailbox connection is assessed separately.
Related topics
Quotes and orders
Trade software: quotes, order confirmation, partial shipments and open-order tracking. For Swiss wholesale. Quote by e-mail.
Learn moreField sales
Trade software: visit plan, mobile orders, customer notes and sales targets. For Swiss field sales teams. Quote by e-mail.
Learn moreContracts and terms
Trade software: framework agreements, annual discounts, bonuses and payment-term tracking. For Swiss wholesale. Quote by e-mail.
Learn more