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SwissCRM & ERP

One system for your entire business.

Customers, quotes, subscriptions, invoices and stock in one cloud solution – with Swiss QR-bill and seamless links to accounting and POS.

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Swiss QR-billCustomer portal includedSupport from roll-out to optimisation

What SwissCRM & ERP does for you

CRM

All customer information in one central place.

Quotes & invoices

With QR code, sent digitally and paid online.

Subscriptions

Recurring invoices run automatically.

Seamless integration

ERP, accounting and POS are linked.

Cloud-based & secure

Access anytime, from anywhere.

Efficient workflows

Automated processes increase productivity.

Customers, quotes, invoices and stock in one system

Many SMEs work with Excel lists, a separate invoicing program and emails full of quotes. That costs time and leads to mistakes. SwissCRM & ERP brings everything into one cloud solution: customer data, quotes, orders, invoices, subscriptions and stock – connected to POS and accounting.

In the CRM you can see at a glance which enquiries are open, which quotes have been accepted and when you last spoke to a customer. With a few clicks a quote becomes an order and then an invoice with a Swiss QR code. Your customers can confirm quotes online and pay invoices directly.

The system automatically bills recurring services such as maintenance contracts, licences or memberships. In stock management you handle items, quantities and deliveries; sales at the till and in the web shop are updated automatically.

Because invoices and payments flow straight into the accounts, double entry disappears. If you wish, SwissTREUHAND takes care of the bookkeeping. We set up SwissCRM & ERP for your business, migrate your existing data and train your team.

Typical use cases

Service providers and agencies

Record projects and services, write quotes and create invoices automatically – with an overview of open items.

Trade and wholesale

Items, stock, deliveries and invoices in one system – connected to POS and web shop.

Trades

Create quotes on site, plan jobs and invoice as soon as they are done. Your accounts are always up to date.

The difference: everything connected.

Others deliver a product. Miliko delivers a system – POS, payments, ERP, fiduciary services and infrastructure from one Swiss partner who brings it all together.

SwissCRM & ERP
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SwissTREUHANDSwissTREUHAND

Invoices and payments go straight into the accounts.

One contactOne invoiceSwiss support

Who is it for?

Service providersTradeTradesAgenciesSMEs

How to get started

  1. 1
    ConversationWe get to know your business.
  2. 2
    QuoteClear proposal, binding quote.
  3. 3
    ImplementationSet-up and training on site.
  4. 4
    Ongoing supportSupport and further development.

Frequently asked questions

Yes. We migrate customers, items and open items during roll-out.

Yes. In the customer portal your customers see quotes and invoices and can pay online.

Yes. Invoices and payments flow directly into accounting – managed by SwissTREUHAND if you wish.

Yes. You start with the functions you need today and expand the system as your business grows.

Yes. Invoices include the QR payment part and can be sent digitally or printed.

Your data is stored on secure servers in Europe. Access is protected and data is backed up regularly.

That depends on the scope. Many businesses are productive within a few weeks – we agree the timetable together.

Quote for SwissCRM & ERP

Tell us briefly what it is about. We will get back to you personally.

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