All features
CRM

Your contacts and companies — in one place, visible to every app

The CRM is the central database for your organisation's companies and contacts. Every activity from email, tasks, campaigns and finance comes together here.

kailua-packages.ch/crm
Muster AGHospitality · Zurich
Beispiel GmbHVIP · 3 contacts
Alpin Events AGSponsor · Bern
1

Everything in one place

Manage companies and contacts centrally with tags, filters and full-text search, including a complete activity history.

2

Enriched with AI

Complete company data automatically, extract contact details from email signatures, detect duplicates.

3

Linked to every app

Emails, tasks, campaigns and invoices appear directly on the relevant contact or company.

4

A clean data set

Import with column mapping and duplicate detection by email address, filtered and data-protection-compliant export.

Features in the CRM

Company and contact management with tags, industry, size and address
Table view with sorting, combinable filters and saved filters
Detail view with contacts, tasks, email, comments and activity tabs
CSV/Excel import with column mapping and duplicate detection by email
Filtered CSV export, including a data-protection-compliant data export
AI data enrichment from public sources
Contact extraction from email signatures
Automatic duplicate detection for companies and contacts

See the CRM on your own data

In a short demo we show you how companies, contacts and activities work together for you.