Contact management: all contacts in one place
Contact management for your SME: customers, suppliers, and team members in one central place, with company data directly from the commercial register.
A clean address book for your SME
No more scattered Excel lists and duplicate addresses. Customers, suppliers, team members, and business partners live in one central contact database, directly linked with invoices, salaries, and documents.
Everything in one place
Companies and people with their roles in one database instead of five Excel files.
Company data in one click
Import customer addresses directly from the commercial register, without typing them in.
Custom data fields
Add exactly the fields your business needs.
Customers, suppliers, and team members in one list
All contacts in a searchable overview: companies and individuals, grouped by role. Filter by customers, suppliers, or team members, export any selection, and find every contact in seconds.
Complete master data for companies and people
Address, contact channel, UID, contact persons, and notes are stored neatly per contact. Companies with multiple contact persons, people with their role. The data is ready right away for invoices, salaries, and postal mailings.
Import company data directly from the commercial register
Creating a new company customer? Search for the name and import the complete profile directly from the Swiss commercial register (Zefix): legal form, UID, address, and all official details. No typing, no typos in the company name on invoices or letters.
Custom data fields for every business case
Customer number, contract type, payment terms, responsibility: define every field your business needs. No programming, no waiting for the provider. Fields support multiple selection, file upload, and validity periods.
Lists and segments with flexible rules
Group contacts into lists, manually or using rules, for example all customers in an industry or region. A list can even consist of other lists. Ideal for targeted postal mailings, recurring invoices, or analyses.
Frequently Asked Questions
- What is contact management?
- Contact management is your company’s central database for customers, suppliers, and staff. It keeps master data, custom data fields, and lists in one place, and invoices and letters use the same data set. This way, the whole team works with the same, always up-to-date information.
- Can I import my existing contacts?
- Yes. You import customers and companies from Excel or CSV, including preview and duplicate detection, so no address ends up in the system twice. You can add to existing contacts at any time.
- Where does the company data come from?
- Directly from the official Swiss commercial register (Zefix). You search for the company name, select the entry, and legal form, UID, and address are added neatly to the contact, without typing them in.
- Can I create custom fields?
- Yes. You define any data fields yourself, for example customer number, contract type, or responsibility. No programming and no extra costs.
- Are contacts linked with invoices and salaries?
- Yes. A contact is the basis for invoices, salaries, documents, and postal mailings. You maintain the address once, and it is available up to date everywhere.