CRM software Switzerland — comparison

Contacts, opportunities and customer history in one place, not in three lists.

Swiss specifics

What is different in Switzerland

CRM

The Swiss market imposes requirements that an international solution usually lacks — it is built for other legal systems. Buy from abroad and you notice at the year-end close, in the VAT filing or with the first payroll declaration. These are the points that decide in this category:

This category lists only vendors with a Swiss legal entity. Foreign solutions are not excluded — none of those that matter here names a franc price.

Data locationSwiss data centres are not a legal requirement, but often a procurement criterion – especially for personal data and public-sector contracts.
Export and exitBefore signing up, check what an export looks like (entries, documents, master data). A solution without a usable export is a one-way street.

Criterion	Cloud all-rounder for small firmsDetails	Buy or subscribe, from ZurichDetails	Franc pricing, Swiss madeDetails	Free tier, data in SwitzerlandDetails
Cost & onboarding
List priceas stated by the vendorbars: 0 to CHF 119	CHF 35–119	from CHF 56	CHF 15–24	on request
Pricing model	Subscription	Subscription or licence	Subscription	Subscription
Deployment	Cloud	Cloud + Desktop/Server	Cloud	Cloud + Desktop/Server
Free version	–	not researched	–	✓
Payroll, VAT & law
Data location	Switzerland	not researched	not researched	Switzerland
Scope & extensions
Open API	✓	not researched	✓	not researched
Mobile app	✓	not researched	not researched	not researched
Collaboration & vendor
Languages	DE · FR · IT · EN	DE · EN	DE · EN	DE · EN
Vendor	bexio AG (Mobiliar Group)	Vertec AG	everii Switzerland GmbH	Advanzo
Headquarters	Rapperswil-Jona SG	Zürich	Switzerland	Zürich
Vendor website	open ↗	open ↗	open ↗	open ↗