saldiaCore The all-in-one business software for Swiss SMEs

Tickets, tasks, @-mentions and sales updates in one inbox.

Open items and due dates show up right in the inbox.

Unread counters and a recent history for working through things in order.

No type, no required field, no category when you capture — what a card is depends on where it sits: a note or idea on the pinboard, a to-do in Later and Today, history in Done.

From anywhere in the system: press ⌘J, type your thought or speak it via the mic, hit Enter. Everything lands on the pinboard first — sorting comes later, because every required field kills the impulse.

Speaking doesn't just create cards — Focus AI understands commands and executes them: "the quote card to today", "… is done", "break … into steps". With a review of what happened and undo — Swiss German included.

Not a daily quota but a simultaneous limit — 20 things done in a day is no problem. What's capped is how much competes for your attention at once. That's why it deliberately can't be raised.

No priority field — high/medium/low always ends with everything being 'high'. What matters is what's on top: drag the cards into the order you want to tackle them.

Give a card a due date and it moves onto the board into Later and stops decaying. Due items are quietly sorted to the top and subtly marked — never screamed at in red.

To-dos assigned to you plus dated tasks, tickets, projects and sales show up automatically as cards with an origin badge. Ticking one off really completes the original — nothing due stays invisible.

A free canvas: cards stay where you drop them, and your layout is saved. Double-click to add labels, use '+ Zone' for colored areas — build your own sections spatially, without folders.

Business, personal, club: areas filter the single board instead of splitting it. Multiple boards would hide things — what you don't see doesn't exist.

Create shared idea spaces (brainstorming, retro, SWOT via templates with ready-made zones), visible to members only or the whole workspace. Pull an idea 'to my board' or assign it to someone — your personal board always stays private.

On shared walls the team works at the same time: see who's present, vote on cards and react with emojis, connect cards to show flows, a workshop timer for timeboxes — and an AI summary that bundles everything into themes and next steps.

Board → Zen mode (hides navigation and everything else) → Tunnel (a single card, 5-minute timer, done auto-loads the next). The tighter the level, the less can interrupt. The timer is small on purpose: starting is the hurdle, not keeping going.

At midnight, anything unfinished quietly moves from Today back to Later — no overdue stamp, the day starts fresh. The weekly check asks about old items: keep, board or delete. Deleted something? One 'undo' brings it back.

The board explains itself: a spotlight tour walks through the real elements one by one, one sentence per step — automatic on your first visit, back anytime via the lightbulb.

Keep all contacts and companies in one place, including activity and customer history.

Add your own fields and group contacts into segments with tags.

Tickets, projects, time entries and deals attach right to the contact — the full history in one place.

Move deals as a Kanban through seven stages – Lead, Qualified, Proposal, Negotiation, On Hold and finally Won or Lost.

Every deal gets a rating – Healthy, Attention or Critical – so you spot risks early.

Get reminded about inactive or soon-to-close deals before they go stale.

Analyze weighted pipeline value, win/loss, conversion rate, sales cycle, rep performance and loss-reason and source analysis.

Create quotes and offers directly through your bexio connection.

Every conversation across channels in a single view.

Aircall telephony and WhatsApp messages connected natively.

Missed calls and open messages are impossible to overlook.

Customers book appointments themselves — in a guided flow through the customer portal.

Appointments sync with Google Calendar — including Google Meet links.

Bookings are distributed across the team automatically — matching availability and expertise.

One view for everything: customer bookings, absences and to-dos overlaid.

Manage and book rooms right along with it.

External participants get a personal link and vote right away — in German, English or French.

While creating a poll, saldiaCore shows which proposed slots clash with your own calendar.

The chosen slot becomes a calendar entry — including a meeting link for online appointments.

Everyone receives the confirmation with a calendar file in their own language.

You decide on the deadline, visibility, hidden results, maybe-answers and notifications.

Issue partner codes and track clicks and conversions.

Group partners into tiers with different conditions.

Settle commissions cleanly and transparently.

Create, assign, merge and archive tickets with full-text search and attachments.

Requests arrive centrally from email, WhatsApp, the Aircall phone and JotForm.

Incoming Gmail messages are turned into tickets automatically.

Separate internal notes from customer messages, work with @-mentions and attachments.

Set response and resolution targets per priority with business-hours logic, SLA pause on waiting status and escalation tracking.

Maintain separate internal, portal and public views – multilingual.

Reply faster with templates and placeholders.

Bring over existing tickets via Zendesk import.

Publish hierarchical, multilingual articles – in the customer portal and the public ticket portal.

Translate single items or in batch, for example whole articles, via DeepL.

Customers see their requests and reply right in the portal.

Book and manage appointments — right inside the customer portal.

A public status page shows the availability of your services.

Portal and articles in several languages — matching your customer base.

Create forms with custom fields — no external tool needed.

Every incoming submission lands in support as a ticket.

Set up projects with budget, hourly rate and estimated hours.

Structure projects into phases and milestones.

Assign team members with defined roles.

Start projects with predefined tasks from templates.

Work with custom IDs, statuses, priorities, due dates and task relations.

Use boards per project plus a global board across all projects.

Edit many tasks at once and merge tasks together.

Save filters and views for quick access.

Keep discussions and files right on the task.

Log time on tickets and tasks – customer and project are assigned automatically through them.

Start, pause and stop a live timer or add time entries manually.

Mark time as billable and keep track of its invoiced status.

Turn billable time into an invoice directly in bexio, grouped by task, project or date.

See the actual worked time next to the rounded billing duration (rounding 0/5/10/15/30/60 minutes).

Export to Excel as CSV or generate a PDF activity report.

Filter by user, company, contact, project, ticket, date, billable, invoiced and tags.

Log time externally through the API as well.

Arrange pages and subpages freely — the structure grows with your knowledge.

Every edit is kept; older states can be viewed and brought back.

The editor saves automatically and shows who else is working on the same page.

Its own area with its own permissions — internal pages never show up in the customer portal or in public answers.

Internal pages are findable via ⌘K search — for everyone allowed to see them.

Track attendance with multiple sessions per day, office or home-office location and breaks – separate from project time tracking.

Automatic break rules under Swiss labour law (15/30/60 minutes).

Multi-step workflow from employee through HR to locked, with deadlines and Google Sheet export.

Request vacation, sickness, military or overtime, including half-days, with approval or rejection.

Calculate vacation with part-time support, company holidays and holiday policies.

Approved absences appear in the calendar automatically.

Store work percentage, weekly and daily hours per weekday and home-office permission.

Track cumulative hours, target vs actual, over- and under-hours and missing days.

Sync relevant data with Google Workspace.

Earn XP and climb levels for many business actions, with season multipliers.

Earn badges and achievements for reaching goals.

Take on daily, weekly, monthly and special challenges.

Compare performance across leaderboards in the team.

Recognize colleagues with kudos and coins and redeem them in the reward shop.

Reach milestone rewards per season and collect daily login bonuses with streaks.

Via ⌘K from anywhere: ask questions in natural language and get automatic filters across fifteen data types in milliseconds – from tickets and contacts to time entries and focus cards.

The search understands meaning, not just wording: “customer can't pay” also finds “payment failed” – plus synonyms and typo tolerance.

For questions the search returns a short, grounded answer from your own data – with clickable sources to verify it.

Get reply suggestions from similar tickets, optimize drafts, summarize conversations in two to three sentences and analyze sentiment and urgency.

Routing across OpenAI, Claude, Gemini and OpenRouter with automatic fallback and per-call credit metering.

An anonymous widget uses your crawled website content as a knowledge base, escalates to a human and books appointments.

An anonymous widget for your website — embedded in a few lines, in your tone and multilingual. On duty around the clock.

The advisor crawls your website(s) and uses exactly that content as its knowledge base — multiple sources, re-crawled automatically on a schedule.

When the advisor hits its limits, it escalates seamlessly to your team — the conversation lands right in your inbox.

Interested visitors book an appointment right in the chat — connected to your calendar.

The advisor collects contact details and confirms them by email — no lead slips away.

Starts anonymous, with automatic anonymization and deletion of old conversations after a set period.

Combine 4 triggers (created, updated, field changed, time-based) with 6 objects and 15 actions – from sending email and setting fields to webhooks.

Use the AI condition ai_match alongside standard operators to match content semantically.

Describe a process in plain text and let the AI build the whole workflow from it.