Client management and pipeline
Contacts, companies and a visual sales pipeline with deal health, follow-up reminders and customer history — from lead to signed project.
For web agencies
The platform that lets your web agency organise itself
saldiaCore brings clients, projects, tasks and time tracking into one platform. With saldiaBilling, subscriptions, hosting and maintenance are billed automatically in bexio — your agency practically runs itself.
Why saldiaCore for agencies?
One platform for clients, projects, time tracking and support — instead of a tool sprawl of Trello, Excel and more.
Projects and tasks
Projects with budget, hourly rate and phases, tasks with statuses and due dates, plus Kanban per project and global — all in one place.
Time tracking per client and project
Log time on tickets and tasks — auto-assigned to the right client and project. Billable time turns into an invoice in bexio.
Support tickets for your clients
Customer and public ticket portal, knowledge base, SLAs and internal notes — your clients get answers in one place.
Recurring billing with saldiaBilling
Subscriptions, hosting and maintenance are invoiced, sent and reconciled automatically in bexio — including recurring QR invoices.
Swiss hosting and data
Hosted in Switzerland, data in Switzerland and support from Switzerland in German — a fit for Swiss agencies and their clients.
One platform instead of tool sprawl
Agency with saldiaCore and saldiaBilling vs. Trello, Excel and more.
| Task | saldiaCore + saldiaBilling | Tool sprawl (Trello + Excel + more) |
|---|---|---|
| Clients and pipeline | CRM with pipeline and history | Excel and notes |
| Projects and tasks | Projects, tasks and Kanban integrated | Trello plus separate spreadsheets |
| Time tracking | On tickets and tasks, per client | Separate stopwatch or Excel |
| Effort to invoice | Billable time directly in bexio | Transfer hours manually |
| Recurring billing | Automatic in bexio with saldiaBilling | By hand every month |
| Client support | Ticket portal and knowledge base | Email inbox and chaos |
| Hosting and data | In Switzerland | Scattered across many providers |
Projects, tasks and time tracking in one place
Your agency lives off projects and the time your team puts into them. In saldiaCore you set up projects with budget, hourly rate, estimated hours, phases and roles — and work through them via tasks with Kanban per project and global.
Your team logs time directly on tickets or tasks — with a live timer (start, stop, pause) or manually. Every entry is auto-assigned to the right client and project, so you can always see how much effort really goes into a client.
- Projects with budget, hourly rate, phases and milestones
- Tasks with statuses, priorities, due dates and templates
- Live timer (start, stop, pause) plus manual logging
- Time on tickets and tasks, auto-assigned to client and project
- Kanban per project and global, with saved views and filters
From effort logged to invoice
You mark billable time with a billable flag — and turn it into an invoice directly in bexio, grouped by task, project or date. You decide whether to bill the actual or rounded duration (rounding to 0, 5, 10, 15, 30 or 60 minutes). Activity reports are available as CSV for Excel and as PDF.
For recurring revenue, saldiaBilling steps in: subscriptions, hosting and maintenance are invoiced, sent and reconciled automatically in bexio — including recurring QR invoices. saldiaCore and saldiaBilling together mean the agency practically runs itself.
- Billable time via the billable flag, straight into a bexio invoice
- Grouped by task, project or date, with invoiced status
- Actual or rounded duration (0/5/10/15/30/60 min)
- Subscriptions, hosting and maintenance automated in bexio via saldiaBilling
- Recurring QR invoices, auto-sent and auto-reconciled
- Activity report as CSV (Excel) and PDF
Support and client communication
Your clients' requests no longer land in a personal inbox but in the ticketing of saldiaCore. Tickets can be created, assigned, merged and searched — with internal and public messages, mentions, attachments and dynamic statuses and priorities.
Through the customer and public ticket portal and a knowledge base, your clients find answers themselves. SLAs with response and resolution targets, macros with placeholders and multi-channel via email, WhatsApp, Aircall and JotForm keep your support structured — with support from Switzerland in German.
- Create, assign, merge and search tickets
- Customer and public ticket portal with knowledge base
- SLAs with response and resolution targets plus escalation
- Macros and templates with placeholders for fast replies
- Multi-channel: email, WhatsApp, Aircall and JotForm
Frequently asked questions
Does saldiaCore replace my bexio?
No. saldiaCore complements bexio and runs with your bexio integration. Billable time, quotes and invoices flow directly into bexio — you gain CRM, projects, time tracking and support on top, without switching your accounting.
How does recurring agency billing work?
Via saldiaBilling: subscriptions, hosting and maintenance are invoiced, sent and reconciled automatically in bexio — including recurring QR invoices. So you don't have to bill recurring revenue by hand every month.
Can I track time per client and project?
Yes. Your team logs time on tickets or tasks with a live timer or manually. Every entry is auto-assigned to the right client and project, and billable time turns into an invoice in bexio.
What is the difference to the white-label agency offering?
This page shows how your agency organises itself with saldiaCore and saldiaBilling. If you want to resell saldia products to your clients under your own brand, the white-label and reseller offering at /loesungen/agenturen is the right fit. The two can be combined.
Where is my data stored?
In Switzerland. saldiaCore is hosted in Switzerland, your data stays in Switzerland, and our support comes from Switzerland in German.
What agencies pair this with
Ready to make your agency run itself?
Discover saldiaCore or get no-obligation advice — we'll show you how clients, projects, time tracking and recurring billing with saldiaBilling connect in bexio.