HHelvexa
CRM & ERP

Services

CRM & ERP

Managing clients, sales and processes on Excel spreadsheets or separate tools costs time and generates errors. A well-configured CRM or ERP changes the way you work.

We implement and customise CRM and ERP systems tailored to Swiss SMEs. From process analysis to team training, we follow every phase of the project.

What the service includes

Analysis of existing business processes

Selection of the most suitable system

Configuration and customisation

Data migration from previous systems

Integration with other business tools

Team training

Post-implementation support

Custom dashboards and reporting

What changes with a CRM or ERP

01

Everything in one place

Clients, quotes, orders, invoices and communications in a single system. No more data scattered across spreadsheets and emails.

02

Automated processes

Quotes, follow-ups, notifications and reports generated automatically. Your team focuses on the work that matters.

03

Data-driven decisions

Real-time dashboards on sales, pipeline and performance. Stop driving blind.

04

Scales with you

A well-configured system grows with your company without requiring a complete replacement every two years.

Ready to work better?

We analyse your processes and show you how a CRM or ERP can make a concrete difference in your company.

Request a consultation