Your sales run on one secure infrastructure.
Swiss Marketer CRM is the sales operating system we run ourselves every day: pipeline, telephony, scheduling, quotes and AI — on one encrypted, EU/CH DSG-compliant infrastructure. No tool sprawl, no data silos, no ten invoices.
Illustrative preview · sample data, no real customer data
Not a toolkit. Our own portal.
Swiss Marketer CRM is not an off-the-shelf white-label tool. It is the actual internal portal our team uses every day to win and serve clients — hardened, documented and made available to you. You get insight into concept and architecture; your data stays yours.
Module Layer
Pipeline, telephony, scheduling, quotes, lead research — every block draws on the same database.
AI Layer
An assistant with tools, call insights, lead scoring and coaching — right in the context of the deal.
Secure Core
AES-256, role-based access, audit log — sensitive fields encrypted down to the database.
EU/CH Hosting
Operated in data centres in Switzerland / the EU. revDSG- and GDPR-compliant, with a DPA.
One system. Twelve building blocks.
Every module solves a real sales task — and shares contacts, deals and permissions with all the others. No export, no Zapier glue, no media break.
Pipeline & Deals
Clear stages with per-column sums, owner assignment, won/lost and a full deal history.
Contacts & Companies
Labels, industry tags and a complete history per contact — search finds deals by name too.
Telephony
Integrated SIP trunk, power dialer and call history right on the deal — encrypted over TLS.
Call AI & Coaching
Automatic transcription, emotion & objections per call — plus generated coaching plans per rep.
Calendar & Booking
CalDAV sync, personal booking links (/meet) and double-booking protection per employee.
Email & Templates
Templates with signature, sent and logged right on the contact — no switching to your inbox.
Quotes & Contracts
Quote, contract, presentation and invoice from the deal — incl. a pilot that rolls into the annual contract automatically.
Lead Research AI
Finds and verifies companies & contacts, detects marketing signals and suggests the next action.
Lead Sources & Webhooks
Forms, Make or Zapier deliver leads by webhook straight into the pipeline — cleanly mapped, idempotent.
AI Assistant
One assistant with 20+ tools inside the CRM — every action secured by role, nothing beyond permissions.
Sales Dashboard
“Start your day”: the next best move, daily goals as rings, call hours and closes at a glance.
Roles & Permissions
Fine-grained visibility per role, super-admin separated, “fail-closed” — everyone sees exactly what they may.
Tailored to your industry.
Same secure foundation, different logic: we shape pipeline stages, fields, deadlines and automations around your business. A few examples.
Fiduciary
- Mandate pipeline with reminders & deadlines
- Document flow for quote & contract
- Roles for advisor, back office & management
Real Estate
- Property deals with status per prospect
- Viewing slots via booking links
- Buyer matching by label & budget
Coaching
- Programme pipelines from first call to close
- Appointment booking with reminders
- Automated follow-up sequences
Financial Advisory
- Compliance notes & traceability
- Reminders for client retention
- Lead signals instead of cold calling blind
Insurance
- Renewal pipeline with key dates
- Callback alerts for missed calls
- Book maintenance with clear owner logic
Construction
- Project deals across the build phases
- Quote flow with change orders
- Appointments for survey & handover
Doctors & Practices
- Capture & follow up on enquiries structured
- Online booking with reminders
- Privacy-compliant storage, clear rights
Lawyers
- Mandate tracking with a clean history
- Deadlines & reminders in view
- Confidential roles & visibility
B2B Consulting
- Account pipelines with multiple contacts
- Proposals & retainers from the deal
- Lead research for precise outreach
Ten tools — or one secure infrastructure.
Most sales teams glue their setup together from a dozen subscriptions. Each with its own login, its own invoice and its own data silo. Swiss Marketer CRM bundles it all.
10 separate tools
- CRM coreCHF 120
- Power dialer / telephonyCHF 70
- Recording & transcriptionCHF 45
- SchedulingCHF 25
- Email sequencesCHF 60
- Quotes & e-signatureCHF 40
- Lead database / prospectingCHF 99
- Automation / iPaaSCHF 30
- Reporting / BICHF 50
- Cloud storage & filesCHF 20
≈ orientation value · 10 logins · 10 contracts · 10 data silos · integration effort extra.
Swiss Marketer CRM
- All 12 modules in one platform — no media break
- One encrypted database instead of ten silos
- EU/CH hosting, revDSG & GDPR
- Set up & run for you — not a DIY kit
- One login, one invoice, one point of contact
An individual offer instead of ten subscriptions — usually well below the tool total, incl. setup & support.
Prices are example / orientation values for typical market offers (per user/month) and vary by vendor, plan and add-ons. The tool categories named serve as orientation, not as a specific product recommendation.
Swiss Marketer CRM next to the familiar names.
Pipedrive, HubSpot, Salesforce and Odoo are strong systems. The difference is integration: what needs add-ons, partners and Zapier there is one platform here.
| Criterion | Swiss Marketer | Pipedrive | HubSpot | Salesforce | Odoo |
|---|---|---|---|---|---|
| Integrated telephony (SIP) | Add-on | Add-on | Add-on | Add-on | |
| Call transcription & AI insights | partial | partial | |||
| Native booking (slots) | partial | partial | |||
| Quotes / contracts + e-signature | Add-on | partial | CPQ | ||
| Built-in lead research AI | partial | partial | |||
| EU/CH hosting / revDSG focus | partial | partial | Self-host | ||
| Done-for-you setup & support | Partner | Partner | Partner | Partner | |
| One database (no Zapier glue) | partial | partial | partial | ||
| AI assistant with permissions (RBAC) | partial | partial |
Classification by typical standard feature scope (as of 2026), without add-ons or partner implementations — the exact scope depends on the plan. Pipedrive, HubSpot, Salesforce and Odoo are trademarks of their respective owners; the comparison is factual and without disparagement.
Built secure. Not bolted on later.
Because it is our own operating system, security is not a feature checkbox — it sits in the architecture. Audited and continuously hardened.
AES-256 encryption
Sensitive fields encrypted down to the database — not just “in transit”.
Roles & permissions (RBAC)
Fine-grained, fail-closed, super-admin separated. Visibility granted per role.
Audit log
Every relevant action is logged traceably — a central security history.
Session hardening
Hashed sessions, secure headers, rate limits and login protection against abuse.
EU/CH hosting
Operated in CH/EU data centres. revDSG- and GDPR-compliant, DPA included.
Encrypted telephony
SIP over TLS, separate crypto keys for transcripts — conversations stay confidential.
More on the infrastructure and security model on the SM TECH page. Details depend on setup and tier.
See Swiss Marketer CRM live.
In a short demo we'll show pipeline, telephony, AI and security on your real use case — and calculate which separate tools it replaces. No obligation.