Vos clients, enfin organisés.
Vos données clients sont éparpillées ? Soignez la Fragmentation Chronique des Données. Le CRM de Vosia centralise chaque interaction.
Swiss Data
Comprehensive master data management with native support for the Swiss UID number for every B2B client.
Pipeline
Déplacez vos deals par glisser-déposer à travers différentes phases. Ne perdez jamais de vue une vente.
Relevé Client
Vue détaillée avec chiffre d'affaires total, solde ouvert et historique de tous les 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.
Comment utiliser le CRM dans Vosia
Organisez vos clients et ventes en 4 étapes simples.
Importer des contacts
Téléchargez vos clients existants via Excel ou VCF.
Synchroniser les emails
Connectez votre boîte de réception pour suivre les communications.
Créer des opportunités
Convertissez les contacts en ventes potentielles dans votre entonnoir.
Gérer avec l'équipe
Attribuez des tâches et des contacts aux membres de votre équipe en Suisse.
CRM Vosia vs Méthodes Traditionnelles
L'efficacité d'un CRM moderne pour les PME.
| Fonctionnalité | Vosia | Excel / Ancien CRM |
|---|---|---|
| Gestion des Contacts | Centralisée et basée sur le cloud | Dispersée sur des fichiers locaux et carnets d'adresses |
| Lien avec Factures | Automatique, voyez instantanément qui a payé | Nécessite un logiciel séparé |
| Pipeline de Vente | Drag & Drop visuel | Tableaux statiques |
| Notes vocales | Transcrites par l'IA | Texte manuel uniquement |
FAQ CRM
Réponses courantes sur l'utilisation de la gestion de la relation client.
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.
Aucune carte de crédit requise • Configuration en 60 secondes