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Contact management - your personal CRM software
Professional contact and customer management for your business
Your benefits
Customizable
Filter contacts according to your needs and classify them by business segments, languages or freely selectable groups.
Status overview
Attach notes and contracts to each contact to have all the information for each contact at your fingertips.
Simple
Existing contacts can be easily imported and exported into the CRM.
Flexible
You can manage your contacts online at any time via the cloud.
Managing your contacts with bexio
Software for managing your contacts and customers is essential to growing your business. With bexio, you can do this easily and professionally at the same time. Discover the practical and useful features that make your everyday tasks easier.
Customize contacts
Whatever your individual needs - you can customize the contact management feature to suit them.
- Store individual categories and define internal contact persons for each contact.
- Categorize contacts in industries, languages and freely selectable groups such as “regular customers”.
- Display lists using your own filters (e.g. categories, contact persons).
Always shows the latest status
Keep track of all your contacts, suppliers and partners.
- For each contact, you can view all projects, offers, invoices, credit notes, outstanding payments, etc.
- Stored information is used automatically in the sales process (e.g. e-mail, addresses, language).
- Add contracts and conversation notes directly to contacts.
Simple and efficient
It lets you work simply, saving time and using efficient processes.
- Existing contacts can be easily imported from Excel and exported again.
- Stored information is used automatically in the sales process (e.g. e-mail, addresses, language).
- Save documents such as contracts with your contacts and insert reminders - so you don't overlook anything when making a sale.
Flexibly manage contacts
With bexio, you are flexible and don’t need to have a fixed workplace.
- You can manage your contacts online at any time via the cloud.
- Anywhere, anytime, the bexioGo mobile app puts you in touch.
FAQ: Questions and answers about contact management
The right Customer Relationship Management software means greater success for your business. bexio is perfectly tailored to the needs of small businesses in Switzerland. It provides more transparency within your company and stronger customer relationships. Learn more.
No problem. You can handle your accounting easily and automatically with your Mac. You access the accounting program simply from your browser, so it works on all Apple devices. Learn more.
Yes, of course. With the mobile app on your smartphone, you can easily use the contact management system even when traveling . You can find bexioGo in both the Google Play Store and the Apple App Store. Learn more.
What our customers say
I can focus all of my efforts on my work and my clients. bexio helps me stay on top of the administrative side of business.
Being a small design agency, time is precious and staying on top of everything is crucial. bexio makes accounting simple and easy to use. That leaves more space for creativity.
I became aware of bexio through colleagues back in 2015. Until it was then used, it was late 2017 to early 2018. I really like the banking function, which was also set up immediately at that time. Furthermore, the layout is very easy and clear. That is very helpful in daily use. The support is also great, as is the price-performance ratio.
You too can rely on bexio like our more than 50'000 satisfied companies
Test out bexio now for 30 days free of charge and with no obligation
Test all the features of bexio, the simple business software for your SME administration.
