Business Tools

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

Name: saldiaCore
Brand: saldia

The all-in-one business software for Swiss SMEs: CRM, support, projects, time tracking and HR in one solution – with built-in AI and direct bexio sync.

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All-in-one business software Made in Switzerland Complements bexio AI-powered

This product is perfect for you if …

you want to combine ERP, CRM, ticketing and HR in a single platform

you no longer want to manage many separate tools

Everything included. One login.

The all-in-one business software for Swiss SMEs: CRM, support, projects, time tracking and HR in one solution – with built-in AI and direct bexio sync.

CRM & Sales

Manage contacts and companies, move deals through a visual sales pipeline and keep every activity per customer in view. Meaningful sales reports show you what to work on next.

Contacts & companies

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

Visual sales pipeline

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

Deal health scoring

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

Automatic follow-up reminders

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

Custom fields & segmentation

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

Sales reports

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

Quotes via bexio

Create quotes and offers directly through your bexio connection.

Affiliate & partner program

Issue codes, track clicks and conversions, tier your partners and pay out commissions.

Support & Ticketing

Bundle support requests from email, WhatsApp, phone and forms into one ticket system. SLA management, knowledge base and customer portal keep your answers structured and traceable.

Manage tickets

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

Multi-channel intake

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

Tickets from Gmail

Incoming Gmail messages are turned into tickets automatically.

Internal & public messages

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

SLA management

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

Dynamic statuses & priorities

Maintain separate internal, portal and public views – multilingual.

Macros & templates

Reply faster with templates and placeholders.

Knowledge base & portals

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

Zendesk import

Bring over existing tickets via Zendesk import.

Projects & Tasks

Plan projects with budget, phases and team roles and organize the work through tasks and Kanban boards. Project and task templates get recurring workflows rolling fast.

Projects with budget

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

Phases & milestones

Structure projects into phases and milestones.

Members & roles

Assign team members with defined roles.

Tasks with detail

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

Project & task templates

Start projects with predefined tasks from templates.

Kanban boards

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

Bulk actions & merge

Edit many tasks at once and merge tasks together.

Saved filters & views

Save filters and views for quick access.

Comments & attachments

Keep discussions and files right on the task.

Time tracking

Log time directly on tickets and tasks – it is automatically assigned to the right customer and project and can be evaluated per customer and project. Billable time can be turned into an invoice directly in bexio, grouped by task, project or date. This is exactly where saldiaCore connects your work to your accounting.

Time on tickets & tasks

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

Live timer & manual entry

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

Billable flag

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

Invoice directly in bexio

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

Worked vs. rounded

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

CSV & PDF export

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

Extensive filters

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

External logging via API

Log time externally through the API as well.

HR & people

Manage your team's working hours, absences and vacation in line with Swiss labour law. The attendance time clock is a separate system, independent of project-based time tracking. Multi-step approvals and balance tracking keep your timesheets clean.

Attendance time clock

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

Swiss break rules

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

Timesheet with approval

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

Absence requests

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

Vacation calculation

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

Automatic calendar entries

Approved absences appear in the calendar automatically.

Employee settings

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

Balance tracking

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

Google Workspace sync

Sync relevant data with Google Workspace.

AI & automation

A built-in AI searches your data in natural language, assists in support and handles recurring work through an automation engine. You can even have automations generated from a plain-text description. Behind the scenes, multiple AI providers run with automatic fallback.

Hybrid AI search

Ask questions in natural language and get automatic filters across twelve data types – from tickets and contacts to time entries and activities.

AI support assistance

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

Automation engine

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

Semantic condition ai_match

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

Workflow from text

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

Multiple AI providers

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

Embeddable AI consultant

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

DeepL translation

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

Gamification

Motivate your team with XP, levels and badges for many business actions. Challenges, leaderboards and a reward shop make everyday work more playful.

XP & levels

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

Badges & achievements

Earn badges and achievements for reaching goals.

Challenges

Take on daily, weekly, monthly and special challenges.

Leaderboards

Compare performance across leaderboards in the team.

Kudos & reward shop

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

Seasons & login bonus

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

Pricing & Plans

Choose the right saldiaCore plan for your business.

Team

Flexible for your team – contact us for a customized offer that fits your exact requirements.

Auf Anfrage

Custom quote

Tailored to your needs

All 6 modules included

Unlimited contacts & projects

Google Workspace integration

Bexio synchronization

Slack & Aircall integration

AI features (OpenAI & DeepL)

Swiss hosting & data protection

Personal onboarding

Email & phone support

Regular updates

All prices excl. VAT.

Use cases

Concrete scenarios for saldiaCore.

Business software for SMEs

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AI features

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For web agencies

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Works with your tools

Connect saldiaCore with the tools you already use.

View details

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What is saldiaCore?

saldiaCore is an all-in-one business software for Swiss SMEs that combines CRM, ticketing, project management, time tracking and HR in a single solution. Instead of running several separate tools, you manage customer relationships, support, projects, logged time and staff centrally in one place. A built-in AI searches your data in natural language and handles recurring work through an automation engine. saldiaCore complements your bexio accounting and is hosted in Switzerland.

Frequently asked questions

What is saldiaCore?

saldiaCore is the all-in-one business software for Swiss SMEs. It combines CRM, support and ticketing, projects and tasks, time tracking and HR in a single solution. A built-in AI searches your data in natural language and automates recurring workflows. Everything is hosted in Switzerland.

Who is saldiaCore for?

saldiaCore is aimed at Swiss SMEs that no longer want to run customer management, support, projects, time tracking and HR across several scattered tools. Instead of five separate solutions, you work centrally in one place. It fits especially teams that already use bexio and want to sensibly complement their accounting.

Does saldiaCore replace bexio?

No. saldiaCore does not replace bexio, it complements it. It runs alongside your bexio connection, syncs invoices, contacts and quotes and bills logged time directly through bexio. Your accounting stays in bexio – saldiaCore adds CRM, support, projects, time tracking and HR around it.

How does time tracking with bexio invoicing work?

You log time directly on tickets and tasks, either with a live timer or manually. Through the task or ticket, the time is automatically assigned to the right customer and project and can be evaluated per customer and project. Time marked as billable can be turned into an invoice directly in bexio, grouped by task, project or date. That way your work flows into your accounting without detours.

What AI features does saldiaCore offer?

A hybrid AI search answers questions in natural language and sets filters automatically across twelve data types. In support, the AI suggests replies from similar tickets, summarizes conversations and analyzes sentiment and urgency. An automation engine combines triggers, objects and actions and can even be generated from a plain-text description. There is also an embeddable AI consultant that uses your website content as a knowledge base, escalates to a human and books appointments.

What does saldiaCore cost?

saldiaCore is available with pricing on request. Since the right setup depends on team size and usage, we are happy to put together a suitable offer. Just get in touch and we will discuss your requirements.

Where is my data hosted?

saldiaCore is hosted and looked after in Switzerland. Support also comes from Switzerland and is available in German. That keeps your business data in a familiar environment.