Custom configured · One system · One AI core

One AI Suite. For Your Workflows.

From lead research through CRM, telephony, documents and reporting, the Business Suite keeps everything inside one platform. We configure modules, roles, automations and AI rules around your actual workflows instead of forcing your team into generic software.

Your workflows Your roles Your systems Your AI rules
11 Modules
From lead to invoice
1 AI Core
Roles, rules and approvals in one place
Configure your suite Explore 11 modules
One suite. One data layer. One clear process. Marketing Sales Operations Reporting
One suite. Eleven modules. One AI core.
The modules · Real interfaces, recreated

Everything your sales team needs — in one system.

Every module is built for a concrete business outcome: more qualified leads, more appointments, faster closes and less manual work. Nothing more, nothing less.

Lead Research · Run #128 Wave 2/4 · 3 searches parallel
Dr. med. A. Keller — Dermatology Practice
Zug · Decision-maker identified · Industry: Healthcare
Source verified Email server checked Meta Pixel + GA4 active → Ads opportunity
Next: A · Call
Fidura Treuhand AG
Lucerne · Managing director verified · Industry: Financial services
Source verified No pixel found → high ads opportunity
Next: B · Email sequence
34 verified contacts CSV export ready Import into CRM directly
AI Agent

AI Lead Research

The AI finds matching companies, identifies decision-makers and verifies every contact before you see it.

  • Industry and region filters based on your ICP
  • Detects advertising activity, technology stack and growth signals
  • Recommends channel-optimal next action (A/B/C)
Sales Pipeline Live
Contact
CHF 48k
14 deals
Proposal
CHF 112k
11 deals
Won
CHF 36k
This month
⚠ 2 missed calls
Callback list is right at the top of the dashboard — nothing falls through the cracks.
Callback due
Deal history · Weber Immobilien
Stage → Proposal · 4 min ago  ·  AI transcript · 12 min ago

CRM & Pipeline

Every deal, every call, every note — fully documented and automatically enriched.

  • Intelligent pipeline totals per stage and sales rep
  • Automatic context enrichment from telephony and email
  • SLA alerts for leads left untouched too long
Call Dock 02:47
M. Weber · Zurich
Outgoing · Deal "Weber Immobilien"
AI transcript · automatic«…sounds good — send me the proposal by Friday, then we'll decide next week.»
47 calls today 68% connected Task: Proposal by Fri

Business Telephony

Call directly from the CRM — the AI takes notes and recognizes next steps.

  • Every conversation automatically in the deal history
  • Telephony statistics per employee and team
  • AI extracts to-dos and appointment agreements
Free slots Sync active
Wed14:00
Wed15:30
Thu09:00
Thu11:30
Fri10:00
Fri14:30
swiss-marketer.ch/meet/p/your-team

Online Appointment Booking

Your personal booking link — prospects pick free slots themselves, no email ping-pong.

  • Two-way calendar sync (CalDAV, Google, Outlook)
  • Double-booking protection and buffer times
  • Invitation, reminder and follow-up automated
Sequence "Q3 Growth" Running
1
Day 0 · First contactOpened · personalized industry line
2
Day 3 · Follow-upReply: "Interesting — appointment suggestion?"
3
Day 6 · Booking linkSends today 14:00 · Variant B
Open rate 64% Reply rate 18% 4 appointments booked
New

AI Email Sequences

Personalized outbound campaigns that optimize themselves — from first contact to appointment.

  • Personalized by industry, region and decision-maker role
  • Automatic reaction to opens, clicks and replies
  • Direct link to CRM and appointment booking
Assistant Online
Which deals over CHF 10,000 had no activity in the last 7 days?
3 deals found: Lugano AG (32k), Winterthur Group (18.5k), Vaud Capital (12k). Shall I create follow-up tasks and an email sequence?
22 Tools

AI Assistant

Ask your business — the assistant knows your data and is only allowed what your role permits.

  • Knows CRM, calendar, documents and contract data
  • Role-based permissions instead of all-knowing AI
  • Executes actions: tasks, emails, proposal drafts
portal.swiss-marketer.ch Signed in
Inquiries by month
June monthly report ready Filterable by month
Documents & Appointments
Monthly_Report_June.pdf New
Proposal_Growth.pdf Approved
Strategy call Thu 09:00
Your Access

Your Client Portal

Full transparency instead of a black box: reports, numbers, documents and appointments — always accessible.

  • Own CRM for your incoming leads
  • Project status & weekly checks
  • Team logins with roles and permissions
Document Engine Linked
Proposal → Contract → Invoice
Starter
60-day pilot
Growth
Recommended
Scale
Custom
Auto-populated from deal Industry templates E-signature ready

Proposals & Contracts

From deal to signature-ready proposal — in under a minute, populated from the CRM.

  • Proposal, contract & invoice automatically linked
  • Custom pricing models and renewals
  • Signature-ready via e-signature in a few clicks
Invoice Engine Connected
Swiss QR-Bill · Invoice #2026-0815 Swiss Marketer GmbH · CH44 3199 9123 0008 8901 2
CHF 4'800Due by Sep 30
QR-IBAN compliant ESR replacement Payment tracking Open items
CH Standard

Invoices & Swiss QR

From contract to payment-ready QR invoice — including open items and payment status.

  • Automatically generated from contract / proposal
  • Swiss QR code according to Swiss payment standards
  • Reconcile incoming payments and automate reminders
Flow Builder Active · 12 flows
"New lead → welcome email → assign sales rep"
Last run 8 seconds ago · Success rate 99.7%
Live
Webhooks Make integration Error retries

Automations

Recurring workflows run in the background — including failover protection and retry logic.

  • Visual flow builder without code
  • Conditions, delays and industry logic
  • Automatic retry on disruption
Company Dashboard Updated
Lead-to-deal 12.4% +2.1%
Avg. sales cycle 18 days −4 days
Pipeline value CHF 1.2 M +18%
Cohort analyses Sales rep comparison Export / API

Reporting & Analytics

Real metrics instead of gut feeling — from first inquiry to paying customer.

  • Attribution across all channels and touchpoints
  • Forecasting based on real pipeline data
  • Automated reports for management and clients
Works together with
Make Webhooks Google · Meta · LinkedIn Ads Email (SMTP/IMAP) Calendar (CalDAV) CSV / Excel API
Website form → CRM in under one second. With confirmation email, email sequence and automatic retry on disruption — no lead gets lost.
ⓘ Recreated interfaces of the real suite · Demo data · No real customer data

Connect more than 2,000 tools.

The suite is not another island. It connects to your existing stack — via native interfaces, webhooks, API and platforms like Make.

WebsitesWordPress, Webflow, Framer
EmailGoogle, Outlook, SMTP
CalendarGoogle, Outlook, CalDAV
MessagingSlack, Teams, WhatsApp
Ads & AnalyticsMeta, Google, LinkedIn
ERP & AccountingAbacus, SAP, Bexio
DocumentsDocuSign, PandaDoc
AutomationMake, Zapier, n8n
CRMHubSpot, Salesforce, Pipedrive
IdentitySSO, SAML, OIDC
PaymentStripe, Twint, PostFinance
API & WebhooksREST, GraphQL, Events
2,000+ apps via Make, Zapier, n8n & own API
Agentic Control · The AI steers, you decide

AI agents that work for you — not instead of you.

The suite includes an agentic control layer: multiple specialized AI agents research, qualify, write, schedule and analyze in parallel — always within the rules, budgets and approvals you define.

  • Guardrails, not free rein: Each agent may only do what you allow — with roles, budget limits and approval paths.
  • 24/7 in the background: While you sleep, the AI researches leads, prepares follow-ups and updates reports.
  • Human approval: Critical actions like proposals, contracts or bulk emails remain under your control.
  • Transparency: Every agent action is traceable — with reasoning, sources and audit trail.
How it works · From first inquiry to invoice

One continuous lead-to-cash flow.

Not 10 isolated tools, but one chain. Every step automatically feeds the next — no media discontinuity, no copy-paste.

01 · Find lead

The AI agent searches the web for companies that exactly match your Ideal Customer Profile — including decision-makers, contact details, advertising activity and technology signals. Every contact is pre-checked for reachability.

02 · Book appointment

Instead of cold calling, a personalized email sequence starts. When the contact opens and clicks, your booking link appears — automatically synchronized with the right sales rep's calendar.

03 · Advise & sell

In the meeting or call, the sales rep has the full lead profile, all previous touchpoints and conversation history at hand. The AI transcribes, summarizes and suggests next steps.

04 · Proposal & contract

The proposal populates itself from the deal — including prices, services and terms. After approval, the contract is generated, digitally signed and the invoice is prepared.

05 · Inform client

The client sees project status, documents, appointments and reports in their own portal. This reduces status inquiries and increases satisfaction — with the same internal effort.

06 · Measure & scale

Reporting shows exactly which channels, sequences and sales reps drive revenue. Based on this, you adjust budgets and workflows — instead of guessing.

Industry solutions · Not just for tech companies

Configured for your industry.

Every industry has its own rules, customer cycles and friction points. That's why the suite can be tuned to your specific sales process — with matching templates, workflows and metrics.

Agencies & Service Providers

From pitch list to monthly client reporting — all in one system.

  • New client acquisition: AI finds companies that are currently expanding, launching new websites or actively advertising in your region.
  • Project transparency: The client portal shows live status, delivered assets and upcoming milestones.
  • Retainer billing: Hourly retainers, reports and invoices run automatically from recorded activities.
What the system drives Less admin work — more room to grow retainers

Real Estate & Construction

Faster from property inquiry to notary appointment — with complete prospect history.

  • Prospect qualification: Website inquiries land in the CRM immediately including budget, desired region and timeline.
  • Viewing appointments: Prospects book slots themselves — including reminders and follow-up checklists.
  • Agent cockpit: Overview of all ongoing sales and rental processes, commissions and deadlines.
What the system drives More viewings — less manual appointment coordination

Retail & E-Commerce

From shop visitor to inquiry to recurring bulk order.

  • B2B key accounts: AI identifies recurring business customers and recognizes upsell potential.
  • Returns & complaints: Callbacks are captured as deal stages and automatically routed to the right person.
  • Marketing ROI: Reporting shows which channels drive real revenue — not just clicks.
What the system drives More repeat B2B business — faster response to inquiries

Financial Services & Fiduciaries

Compliance-close processes that still feel fast and personal.

  • Client onboarding: Form, document checklist and first appointment in one continuous flow.
  • Role-based visibility: Employees only see clients and data they are authorized for.
  • Year-end closing tracking: Milestones, deadlines and document status for every mandate in view.
What the system drives Faster client onboarding — full traceability

Healthcare & Practices

More patient appointments, fewer no-shows, full control over referrer marketing.

  • Online appointment booking: Patients book directly by treatment type — with practice sync and reminders.
  • Referrer tracking: Keep doctors, therapists and partners in the CRM.
  • Data protection: Roles, logs and EU hosting for sensitive health contacts.
What the system drives Fewer no-shows — more appointments booked online

Industry & Manufacturing

Long sales cycles, big deals, many stakeholders — kept in view.

  • Account-based selling: Track multiple contacts within one key account with shared history.
  • Proposal engine: Map complex product configurations and volume discounts automatically in the proposal.
  • Project tracking: After the order, delivery dates, milestones and client communication stay transparent.
What the system drives Shorter sales cycles — more cross-sell in existing accounts

Enterprise & Corporates

Scalable private AI infrastructure with governance, SSO and multi-tenant structure.

  • Private AI: Dedicated GPU power, EU hosting and full data sovereignty — no shared-cloud training.
  • Multi-team & SSO: Business units, locations and external partners with separated data and roles.
  • System integration: Connection to ERP, DMS and existing identity providers via API and webhooks.
What the system drives Enterprise-ready — architecture aligned with ISO 27001, SLAs by agreement
For every growth stage

Whether SMB or Enterprise — the suite adapts.

No one-size-fits-all subscription. We start with what you need now and expand modularly — no new contract, no data migration, no system break.

SMB & Growth Companies

Finally a system that grows with you — without tool chaos.

You don't have time to buy, connect and maintain five tools. The suite replaces the most important sales tools in one login. So your small team can move big deals.

  • Start with 2–3 modules, e.g. CRM, appointment booking and proposals
  • Predictable pricing: no surprise seat licenses
  • 60-day pilot with clear success metrics
  • Fast rollout — usually productive within one week
Ideal when you want to achieve more leads, appointments and closes with the same team.
Enterprise & Corporates

Sales infrastructure with governance and scale.

Large organizations need more than functionality: they need control, compliance and seamless integration into existing systems. The suite embeds into your IT landscape and scales with dedicated AI power.

  • SSO, audit logs, role-based permissions and multi-tenancy
  • Private multi-GPU AI with EU hosting and data sovereignty
  • API-first connection to ERP, DMS, BI and identity providers
  • Dedicated customer success manager and SLA
Ideal when you need a secure, scalable sales platform with full control.
Both variants share the same AI core. Start small, scale seamlessly — no vendor lock-in.
5 Business Areas · One Platform

Your entire business workflow — in five connected stages.

The suite is not a loose collection of features. It maps your entire business workflow — from first inquiry to administration. Each area has its own depth.

01 · Marketing Demand AI research, ads tracking and email sequences generate qualified inquiries. View details 02 · Sales Close CRM, telephony, appointments and proposals through to signature. View details 03 · Onboarding Start From contract to active client — automated and documented. View details 04 · Operations Delivery Projects, tasks and regular controls visible to all stakeholders. View details 05 · Admin Administration Proposals, contracts, invoices and reports — automated and traceable. View details
One AI Core All five areas share the same data and the same AI model. No export, no media break — what originates in Marketing is still traceable in Admin. The tech behind it
Foundation · The tech behind it

Powered by SM TECH & SMT 6.1.

The suite is only the surface. Beneath it, a scalable AI and cloud foundation is at work — secured at the edge, operated on private multi-GPU infrastructure. Two areas, one system.

Cloud · AI · Security

SM TECH

The high-end foundation: Cloudflare edge with zero-trust access, the Enhanced Success AI model, power-law automation for predictable gains — encrypted down to the database.

Cloudflare EdgeZero TrustPower LawAES-256
View SM TECH
Private Multi-GPU AI

SMT 6.1

Private AI infrastructure for businesses: agentic workflows, long-context processing and dedicated GPU power from H100 to B300 — EU hosting possible, instead of limited standard subscriptions.

Multi-GPUAgenticLong ContextEU
View SMT 6.1
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Modules · One suite
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Login instead of tool chaos
0/7
AI works with you
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Additional subscriptions needed

The suite is available on request.
Set up for your business.

No off-the-shelf standard subscription: Together we check which modules your sales team really needs, configure the suite for your industry and show it to you live — with a concrete plan for the first 60 days. Get in touch.

Request the suite