Contact management - your personal CRM software
Professional contact and customer management for your business
Manage contacts with bexio
Professional contact management, made easy.
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 bexio Go mobile app puts you in touch.
Contact management FAQs
What are the benefits of managing contacts with CRM software like bexio?
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.
Is bexio and the contact management feature compatible with my Mac?
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.
Can I use the contact management feature with the bexio Go app on my Android smartphone?
Yes, of course. With the mobile app on your smartphone, you can easily use the contact management system even when traveling . You can find bexio Go 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.
With bexio we have found a Swiss business software that relieves our finance management with its automated accounting and at the same time convinces with a top service.
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