AI Automation · On the Swiss Marketer platform

Repetitive work?
AI takes over.

We don't build loose Zaps — we build sales automation on our own suite. CRM, telephony, client portal, lead research and quote engine are already wired together, running on SM TECH with SMT 6.1 at the core. We switch on the automations that matter for your business — and cleanly connect your existing systems.

Speed-to-lead
Form → call alert in seconds
One core
CRM · Telephony · Portal · Quotes connected
Platform
Suite
SM TECH · SMT 6.1
Connect
Webhook
Make / n8n as connector
Hosting
CH / EU
revFADP & GDPR-compliant
Request automation → How it works
SMSMTAI
Swiss Marketer SuiteSM TECH · SMT 6.1 · Your own portal
swiss-marketer.ch / automation
Live

Workflow Automation

Live Demo
activeAI ScoringAuto-Routing
Active
24
Tasks/D
494
Success
99.2%
Sales · live
6 automations
AI
→ Speed-to-lead
Form → call alert
< 1 s
→ Call transcript
SMT 6.1 · into the deal
Auto
→ Callback alert
Missed → dashboard card
Instant
→ Lead research wave
Async · verified · CRM
3 parallel
Back office · Suite
4 automations
Live
→ Quote engine
Deal → quote in < 1 min
Live
Pilot → annual contract
→ Monthly report
Client portal · automatic
Delivery1× / month
→ Calendar sync
Slot booking per user
CalDAVbidirectional
Platform
Everything in one suite
Form · lead into CRMCall alert · speed-to-leadTranscript · deal timelineCallback card · dashboardQuote · under 1 minMonthly report · portal Form · lead into CRMCall alert · speed-to-leadTranscript · deal timelineCallback card · dashboardQuote · under 1 minMonthly report · portal
Workflows · Demo
24/7
Auto-routed · Auto-closed
The suite is the nervous system

Not tool to tool.
But everything around one AI core.

Your channels feed into our suite, SMT 6.1 processes them, SM TECH delivers — your CRM, portal and reports are part of the same system, not bolted-on silos.

Form Call Ads / channel SM · Suite & SMT 6.1 CRM · Deal Client portal Quote / report
One login
CRM · Telephony · Portal · Quotes
One AI core
SMT 6.1 as our private model
One standard
Fail-closed · audit log · idempotent
CH / EU
revFADP & GDPR-compliant
The difference

Stitched-together Zaps vs. one suite.

Automation isn't about plugging every tool into every other tool. Automation means your system already knows your sales reality — and the automation is a switch, not a build.

SEVEN TOOLS + GLUE
  • – Seven logins, seven invoices, seven data silos
  • – Every Zap is a breaking point — when a key expires, the process breaks
  • – Copy/paste between tools, no real audit trail
  • – Response times depend on who happens to be looking where
  • – Scattered data, reporting is manual work
SWISS MARKETER SUITE
  • + One login, one AI core, one audit log for everything
  • + Automation blocks are hard-wired — no Zap flipping over at midnight
  • + Speed-to-lead in seconds, callback alert on the dashboard, transcript in the deal
  • + Quote in under a minute, monthly report into the client portal
  • + Your client portal shows the numbers live — no manual reporting anymore
Automation we switch on for clients

Six automations already wired into our suite.

Not „build us a workflow" — this automation already runs. We set it up for your business, connect your channels and go live without a big bang.

01
Speed-to-lead
Form submission lands in the CRM within seconds (webhook idempotent, with acknowledgement and retry). The owner sees the call alert at the top of the dashboard immediately — the first five minutes are the deal.
02
Call transcript into the deal
Every call is transcribed by SMT 6.1, stored encrypted and automatically attached to the matching deal timeline. Coaching and AI insights read from the same source.
03
Callback alert & next move
Missed calls surface as a red card on the dashboard, the „next move" chain suggests the right contact next — nothing slips through, no Excel list required.
04
Lead research waves
The AI agent runs async in waves of 3 parallel searches: find prospects, verify contact (MX + source), check ad signals, recommend next action A/B/C — straight into the CRM.
05
Quotes & pilot automation
A deal turns into a signature-ready quote in under a minute — with industry template, plan selector and signature flow. Pilot contracts renew into an annual contract after 60 days automatically.
06
Client portal & monthly report
Your client sees their numbers, documents and appointments in their own portal — monthly report is generated and delivered automatically. No more reporting ping-pong via email.
Approach

In four steps onto the suite.

1
Audit
We map your sales and back-office reality, prioritize by effort vs. impact — and mark which suite automation kicks in directly and where a connector into your systems is needed.
2
Setup
Your instance of the suite is provisioned: users, roles, industry templates, your calendar, your phone. The automation blocks are tuned to your numbers and your language.
3
Connect
Your channels flow in (website form, ad lead ads, email, phone). Existing systems (ERP, accounting, newsletter) are connected via webhook — with Make or n8n as connector when it fits.
4
Run
We stay at the wheel: monitoring, fine-tuning, more automation blocks. You see your numbers in the portal, we deliver the monthly report.
Our stack

Built ourselves. Run ourselves.

The automation runs on our own foundation — not on a chain of SaaS subscriptions. We know what happens in every block, and we can prove it.

SM TECH
Cloudflare edge, Zero-Trust identity, origin lock, AES-256 in the database, central audit log — the foundation everything runs on.
SMT 6.1
Our private AI model for transcripts, coaching, classification and assistants — on dedicated GPUs, no client data to third parties.
The Suite
CRM, telephony, portal, lead research, quotes & calendar — built by us, in daily use by us. See the suite →
Connectors
Where you want to connect existing systems (ERP, newsletter, accounting), we speak webhook — with Make or n8n as glue when it fits.

Data protection per revFADP and EU GDPR. Hosting in CH/EU, field-level encryption for sensitive data (transcripts, contacts). Speech and text processing where possible on our own SMT 6.1 — not on US services.

Automation on request.
Set up around your business.

No off-the-shelf subscription. In the first call we check which automation kicks in for you right away and where a connector is needed — with a concrete plan for the first 60 days.

Request automation →