CRM with a pipeline.
From first contact to order.

The CRM is the module in Saldora that connects leads, customers and contacts with sales. On the pipeline board you move leads from stage to stage, log calls and meetings and organise everything with tags. One click turns a lead into a quote, and the customer history shows revenue and payment behaviour at a glance.

Try free for 30 days See how it works

Pipeline board with stages and tags Lead → quote in one click Payment behaviour per customer Data in Switzerland

Pipeline CHF 71'900 Neu CHF 8'200 CHF 14'500 Qualifiziert CHF 9'800 CHF 21'000 Angebot CHF 18'400 Gewonnen CHF 12'600 Offerte AN-2026-0142 erstellt aus dem Lead, mit einem Klick

How does a lead become a customer?

Three stations: manage leads, create the quote and keep track of the customer you have won.

  1. 1

    Leads on the pipeline board

    Every lead sits as a card in its stage. You move it on as soon as something happens, log calls and meetings as activities and organise leads with tags.

  2. 2

    The lead becomes a quote

    One click creates the quote from the lead. Your customers open it via a link without logging in, ask questions via “Leave a message” and accept it bindingly; the quote then shows “Accepted” on your side.

  3. 3

    Won – and the history grows with it

    You convert the accepted quote into an order or directly into an invoice. On the customer page, the history collects documents, payments and reminders, and you add your own entries such as a phone call or meeting. The header cards show open items, Ø payment time and payment behaviour.

What do you get with the CRM?

Four things that keep your customer records clean.

  • Duplicate warning

    From three characters on, Saldora compares the name with your customer records and also recognises typos, a legal form placed in front or an existing name contained in the new one.

  • Addresses and contacts

    Billing, delivery and registered address with their own fields; for Swiss postcodes Saldora suggests canton and town. The contacts’ email addresses are available as recipients in quotes and invoices.

  • Payment behaviour at a glance

    The header cards of every customer show “Open items”, “Of which overdue”, “Ø payment time” and the payment behaviour “Good”, “Fair” or “Critical”.

  • Customer discount and import

    A stored standard discount is deducted automatically on every new quote, order and invoice. You import existing customers via file; Saldora reports faulty rows with their row number.

Frequently asked questions about the CRM

The module for leads, customers and contacts. You move leads from stage to stage on the pipeline board and maintain customers with addresses, contacts, bank details and history.

With one click. You finish the quote in the quote editor and send it; your customer receives an email with a link to the online view, where they accept the quote.

It collects documents, payments and reminders automatically, filterable by contacts, documents, payments and reminders. You add your own entries such as “Phone call”, “Email”, “Meeting” or “Other” at the top with “Add”.

On the customer page: the header cards show “Open items”, “Of which overdue”, “Ø payment time” and the payment behaviour as “Good”, “Fair” or “Critical”.

Yes. As soon as you have typed three characters of the name, Saldora compares it with your customer records – even with typos such as “Mustr AG” instead of “Muster AG” – and links the matches.

Yes, in the customer list with import and export of master data; the export file doubles as a template. Empty cells leave existing values unchanged. If the file contains faulty rows, Saldora reports them with their row number and saves nothing.

Only the name is required. Then there are type (company, person or public body), UID number, email, phone, payment terms, language, currency and VAT treatment. The UID number is recommended for QR-bills to companies.

Yes. In the “Discount (%)” field you store a standard discount that is deducted automatically on every new quote, order and invoice. You decide yourself what it is called on the document, for instance “Partner discount”.

See all plans and prices

Save time, effort and costs with the Saldora Business Suite.

Manage leads, create quotes, keep track of customers – try the CRM free for 30 days.

Try free for 30 days Get in touch