CRM & Sales
Contacts, companies and a visual sales pipeline with deal scoring, follow-up reminders and sales reports - all in one place.
saldiaCore
The all-in-one business software for your Swiss SME
End the tool chaos: CRM, ticketing, projects, time tracking and HR in one platform - and it complements your bexio accounting instead of replacing it.
One tool for your entire business
From the first enquiry to the invoice - every area shares the same data.
Support & Ticketing
Create, assign and merge tickets with SLAs, macros, a knowledge base and channels like email, WhatsApp and JotForm.
Projects & Time Tracking
Log time on tickets and tasks - billable hours turn into an invoice directly in bexio, grouped by task and project.
People & HR
Time clock with Swiss break rules, absences, vacation calculation and timesheet verification - kept separate from project tracking.
AI & Automation
Hybrid AI search, smart ticket replies and an automation engine with triggers, actions and workflows built from plain text.
Swiss Platform & Privacy
Hosting and data in Switzerland, support from Switzerland in German - one platform instead of many scattered services.
One platform instead of many separate tools
How saldiaCore differs from a patchwork of individual tools.
| Capability | With saldiaCore | Many separate tools |
|---|---|---|
| Login & access | One login for CRM, support, projects and HR | Multiple logins, passwords and subscriptions |
| Data flow | Contacts and history shared across every area | Data entered twice, often out of sync |
| Time to invoice | Logged time turns into a bexio invoice | Hours copied into accounting by hand |
| bexio integration | Complements your bexio accounting | Loose interfaces or none at all |
| Provider & hosting | One Swiss provider, data in Switzerland | Many providers, data scattered across countries |
| Support | Support from Switzerland in German | A separate support channel per tool |
Works alongside your bexio accounting
saldiaCore does not replace bexio - it complements your accounting. Contacts, quotes and invoices run through your existing bexio connection, so your fiduciary and your bookkeeping setup stay exactly as they are.
The big win: logged, billable time turns into an invoice directly in bexio - grouped by task, project or date. No retyping, no data silo in between.
- Complements bexio instead of replacing it
- Contacts and quotes via your bexio connection
- Billable time turns into a bexio invoice
- Grouped by task, project or date
- Accounting and fiduciary stay unchanged
From enquiry to invoice in one system
A lead lands in the CRM, becomes a deal in the pipeline, then turns into a ticket or a project - and your team logs the time for it directly on tickets and tasks.
Because everything shares the same data, nothing slips through: from first contact through support to the billable hour that ends up as an invoice in bexio. One continuous flow, one system.
- Lead and deal in the CRM with a pipeline
- Enquiry becomes a ticket or project
- Time logged on tickets and tasks
- Live timer or manual entry
- Billable time ends up as a bexio invoice
AI that actually helps day to day
Hybrid AI search understands natural language and turns it into filters automatically - across more than 12 data types. In support, the AI suggests replies from similar tickets, optimises drafts and summarises long threads in two or three sentences.
The automation engine takes routine off your plate: triggers, conditions and actions combine freely - or you simply describe the workflow in words and the AI builds it.
- Hybrid AI search with natural language
- Smart ticket replies from similar cases
- Summary of sentiment and urgency
- Automation engine with triggers and actions
- Workflows generated from a text description
Frequently asked questions
What is saldiaCore?
saldiaCore is the all-in-one business software for Swiss SMEs. It brings CRM, support and ticketing, projects with time tracking, and HR together in a single platform - instead of many separate tools.
Who is saldiaCore for?
For Swiss SMEs tired of tool chaos who want to run customer management, support, projects and people in one system - with data and hosting in Switzerland and support in German.
Does saldiaCore replace my bexio?
No. saldiaCore complements bexio rather than replacing it. It works alongside your bexio connection: contacts, quotes and invoices stay in bexio, and your accounting setup does not change.
How does logged time become an invoice?
Your team logs time on tickets and tasks, manually or with a live timer. Time flagged as billable turns into an invoice directly in bexio - grouped by task, project or date.
Where is my data stored?
Hosting and data are in Switzerland. You work with a Swiss platform and get support from Switzerland in German.
A good fit with saldiaCore
Ready for one platform instead of many tools?
Discover how saldiaCore connects your entire SME - and works hand in hand with your bexio accounting.