CRM software Switzerland — comparison

Name: CRM software Switzerland — comparison
Creator: Stefan Bernhard
Published: 2026-08
License: https://creativecommons.org/licenses/by/4.0/

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

4/4 shown

As of August 2026

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.

Comparison of 4 solutions in CRM, data from vendor sources with check date. As of August 2026. Surveyed and verified by Stefan Bernhard.
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 ↗

✓ available~ limited– not availableFit = feature-based suitability for the selected profile, not a quality ratingPrices = indicative, excl. VAT, as of August 2026Surveyed and verified by: Stefan Bernhard · Method