CRM for SMEs: enquiries, quotes and follow-ups in one place, connected to your website
The big CRM systems are built for sales teams, not for a plumbing firm with six people. They charge per user per month, need training, and end up unused because nobody has time to keep the fields up to date. We build the opposite: a CRM that only knows the fields you actually need and takes enquiries straight from your website form. Our code is written by a qualified application developer, and we run our own business on a system built the same way: our enquiry dashboard.
- 32 references in the region
- Based in Zurich and Lachen SZ
- Fixed price from CHF 2,500
- Live in 4 to 6 weeks
For businesses in Zurich and around Lake Zurich that want to know which enquiry is open, which quote is out and who to call today.
- CRM module from CHF 2,500, no per-user licence
- Website form, email and WhatsApp Business land in one list
- Quotes and invoices carry on in bexio, Abacus or Banana, without retyping
Enquiries buried in the inbox
The website enquiry sits between newsletters and supplier emails. Three days later the customer has already signed with someone else.
Follow-ups that never happen
The quote has gone out, but nobody knows whether the customer ever replied. Follow-ups happen when someone happens to remember.
Customer data three times over
Address in Outlook, job site in a spreadsheet, billing address in the accounting software. When a phone number changes, two of the three are wrong.
What the CRM module includes
One inbox for every channel
Website form, email, phone notes and WhatsApp Business all arrive as enquiries in one list, with a status and an owner. Nothing slips through.
Customer and site records
Every site, contact, quote and job report per customer on one page. On the second job you still know what happened on the first.
Quote status and follow-up reminders
Open, sent, accepted, declined. After a period you choose, the CRM reminds you to follow up, by email or as a task in the morning.
Connection to bexio, Abacus or Banana
Customer data and accepted quotes flow into your accounting software, where the invoice is created without retyping.
Calendar, Google and Meta connected
Appointments from the CRM appear in the team's Google or Outlook calendar. Enquiries from your Google Business Profile and leads from Meta ads or Instagram land in the same list.
Works on the phone, on site and in the van
The CRM runs in the browser on any device. Read the enquiry, call the customer, add a note, with no app store and nothing to install.
The CRM module starts at CHF 2,500 and is ready to use in 3–6 weeks. If it later grows into a quoting tool, time tracking and a customer portal, we are talking about a complete system from CHF 18,000. We build this way for ourselves too: our website analysis tool, enquiry dashboard and the analytics behind them are our own developments, and for DriveCab in Zurich the booking and driver app run on the same foundation.
Our own software, live in production
DriveCab
Mobility & transport
Booking web app and SEO-strong presence for a taxi service in Zurich, online reservation, transparent route prices, and Google visibility for passengers in the region.
Xenolu
Tech & AI startup
Tech and AI startup where I am a co-founder, from the first line of code to a working MVP. Website and AI-powered web app built from the ground up.
How your CRM gets built
Concept call
One hour: how enquiries come in today, who handles them, where time gets lost. You then receive a fixed-price quote.
Data model
We define which fields a customer, a site and an enquiry need. Nothing more. Existing spreadsheets are imported.
Development with working builds
After two weeks you click through the first version. Anything that gets in the way day to day is changed before it is finished.
Integration and launch
Website form, accounting and calendar are connected and the team is shown round. Ongoing support is optional under a maintenance agreement.
Frequently asked questions about CRM for SMEs
Why not just use HubSpot or Salesforce?
You can. Both are built for sales teams, charge per user per month and come with hundreds of features a trades business never opens. Our CRM has exactly the fields you need, belongs to you and carries no ongoing licence fee.
What does the CRM cost?
The CRM module from CHF 2,500. With further modules such as a quoting tool or time tracking it becomes a complete system from CHF 18,000. After a short concept call you receive a fixed-price quote.
How long until we can use it?
The CRM module 3–6 weeks, a complete system 8–16 weeks. Existing customer data from spreadsheets or Outlook is migrated at launch.
Does it work with our existing website?
Yes. The form on your existing website is connected to the CRM, whether it is WordPress, Wix or a site we built. Nothing needs rebuilding.
Who owns the customer data?
You. The data sits in your own database and can be exported at any time. The hosting location is settled at the concept stage, in Switzerland if you prefer.
Never lose another enquiry in the inbox.
Tell us in a few lines how enquiries reach you today. We will tell you honestly whether your own CRM makes sense or whether an existing tool is enough.
Or just call
+41 79 893 88 72We reply within one working day, personally and without a ticket system.
+41 79 893 88 72