Companies
Companies
Simplify the creation of your customers and partners with the Business and Establishment Register.
Business and Establishment Register
Search by company name. Create companies by automatically retrieving all information linked to the Commercial Register, VAT registration status, and VAT number.
Additional Addresses, Contacts
Manage an unlimited number of addresses and contacts for each company.
Communications
National and international phone numbers with automatic dialing. Customizable types such as Landline, Mobile, WhatsApp, Skype, etc.
Unlimited email addresses with the option to configure new types (Primary, Work, Billing, Home, etc.).
People
People
Centralize and optimize the management of your employees and customers.
Centralisation
With a centralized database, you can easily manage Employees, Customers, Sales Representatives, and Contacts associated with your customers and suppliers. Share the people database with other companies within the group (Holding).
Payment Methods
Define multiple payment methods for each person (Salary account, private bank account for reimbursements, etc.).
Additional Addresses and Communications
Additional addresses, phone numbers, and unlimited email addresses.
Banks
Banks
Banks are your key partners for payment processing in commercial transactions (customers and suppliers) as well as administrative transactions. Detailed and accurate management simplifies all your interactions with your banks and streamlines your accounting processes.
Swiss Central Bank Directory
Complete list of all financial institutions in Switzerland, including identification details and SWIFT/BIC relationships.
Bank Accounts and E-Banking Contracts
For each bank, you can clearly manage your different bank accounts. Using the credentials provided by your banks, create e-banking contracts to automatically process various file exchange operations (payment orders, notifications, credit advices, bank statements, etc.).