Admin — administration without paper chaos.
The fifth stage handles administration in the background — quotes, contracts and invoices from a single source, reporting, privacy traceability and role-based permissions. The paperwork works for you, not the other way around.
What Admin means here
The building blocks of this area.
Everything runs on the same platform as the other areas — no data breaks, no handovers via Excel.
Document engine
Quote, contract, invoice — one linked flow.
The quote grows out of the deal, the contract out of the quote, the invoice out of the contract — all linked and consistent. No double entry, no transposed figures.
- linked
- from the deal
- consistent
Reporting & statistics
Numbers that carry decisions.
Revenue, pipeline, call statistics and enquiries per month — filterable and exportable. You can see at any time what pays off.
- by month
- export
- call statistics
Privacy & audit
Every change is traceable.
A central admin privacy area with traceability and a security audit log record security-relevant actions — revDSG-aware and audit-proof.
- audit log
- traceability
- revDSG
Team & permissions
You decide who gets to see what.
Role-based visibility per resource (RBAC), owner-scoped and fail-closed. Super-admin rights are pinned; custom fields adapt the suite to your business.
- RBAC
- owner-scoped
- custom fields
This is how it looks
Admin in action.
Quote→Contract→Invoice
Invoice #2026-118 · Weber Immobilien
CHF 8'000 · generated from contract
Audit log activeRoles: 4revDSG
ⓘ Admin cockpit with linked document flow · Demo data · No real customer data
The process
Step by step through Admin.
1
Create the document
Quote, contract or invoice grow linked out of the deal — one click, no retyping.
2
Share
The document is released in the customer portal and available in a versioned form.
3
Bill
The invoice grows out of the contract; payment status flows back into the CRM.
4
Reporting & audit
Everything lands in the reporting and in the audit log — traceable and audit-proof.
Position in the platform
Stage 05 of 5 — Admin.
Admin closes the loop: operational work turns into documents, invoices and reports — and the data flows back into Marketing and Sales.
Ready for administration that takes care of itself?
In the initial consultation we show you the Admin area live — with your industry and a plan for the first 60 days.