Your clients, finally organized.
Are your client data scattered across 5 places? Cure Chronic Data Fragmentation. Vosia's CRM centralizes every interaction, quote and invoice.
Swiss Data
Comprehensive master data management with native support for the Swiss UID number for every B2B client.
Visual Pipeline
Move your deals through various stages via drag & drop. Never lose sight of a sale.
Account Statement
Detailed view showing total turnover, outstanding balance, and history of all documents.
Activities
Record calls, meetings, and specific notes. The complete history is available to your team.
Create a
new deal
Go to the 'CRM' section from the sidebar and click on 'New Deal'. Associate the deal with an existing client, enter the opportunity name, estimated value, and sales stage.
- Associate the deal with an existing client
- Enter opportunity name and estimated value
- Define the sales stage and closing date
Tip: Always link a deal to a client to have a complete view of the sales cycle per client.
Importante cliente strategico per l'area del Luganese. Già effettuato primo contatto positivo.
CRM
Manage your
sales pipeline
The CRM shows your sales pipeline divided by stages. You can drag deals between stages or update the stage from the deal detail page.
- Move deals with Drag & Drop between stages
- Visual overview of all ongoing opportunities
- Instant update of total pipeline value
Tip: Regularly update deal stages to have accurate conversion rate statistics.
Record your
sales activities
For each deal, you can record activities such as calls, emails, and meetings. This history allows you to plan the next steps with precision.
- Log calls, emails, and meetings
- Complete interaction history for every client
- Plan next steps directly from the deal
Tip: Recording activities right after they occur ensures the log is accurate and up to date.
The CRM for Service Providers in Switzerland
Tailored to the dynamics of agencies, fiduciaries, and B2B sellers operating on Swiss territory.
Consultants and Fiduciaries
Follow up at the right times. Track all phone calls, emails sent, and pending contracts. You can see each client's account statement at a glance to identify overdue invoices before starting new work.
Agencies and Software Developers
Keep your visual drag & drop pipeline organized. Separate cold leads from deals in the negotiation phase. And when a potential client accepts, convert the opportunity into a real invoice in just one click.
How to use the CRM in Vosia
Organize your clients and sales in 4 simple steps.
Import contacts
Upload your existing clients via Excel or VCF.
Sync emails
Connect your inbox to track communications.
Create opportunities
Convert contacts into potential sales in your funnel.
Manage with Team
Assign tasks and contacts to your team members in Switzerland.
Vosia CRM vs Traditional Methods
The efficiency of a modern CRM for SMEs.
| Feature | Vosia | Excel / Old CRM |
|---|---|---|
| Contact Management | Centralized and cloud-based | Scattered across local files and address books |
| Invoice Linking | Automatic, see instantly who paid | Requires separate software |
| Sales Pipeline | Visual Drag & Drop | Static tables |
| Voice notes | Transcribed by AI | Manual text only |
CRM FAQ
Common answers about using Customer Relationship Management.
Settori Consigliati
Funzionalità Correlate
More than just an address book
Move from confusing Excel sheets to a fluid CRM that connects perfectly with your invoicing.
No credit card required • Setup in 60 seconds