Native, not a browser
Real Mac, Windows, iPhone and iPad apps. You drag the pipeline like a native table, with multiple selection, keyboard and Cmd Z. No sluggish web CRM in a browser tab.
Understand customers. Move opportunities forward.
Contacts, activities and opportunities stay connected to quotes, orders and invoices. Your team can follow the history and plan the next step in the sale.
Why ewws
What a CRM inside the ERP does better
In the integrated CRM, customer contact stays connected to quotes, orders and invoices. Sales and accounting share master data and can review the history.
No silo
Leads, opportunities, quotes, orders and invoices share customers, articles and accounts. Sales can follow the history while accounting works with the same master data and resulting documents.
Data sovereignty, no cloud lock-in
Your customer relationships live on your server in Switzerland or at your fiduciary, not at a foreign cloud provider. You keep full control.
Transparent lead scoring
Every lead gets a value from 0 to 100 by clear rules: status, completeness, source and recency. Transparent and reproducible, no opaque cloud AI.
Follows up on its own
Hot leads, due quotes and overdue opportunities generate follow-up tasks. Your team can see where a contact or decision is needed.
Included in the price
The CRM is part of the edition, not an add-on list per user. No per-seat tariff that gets more expensive with every new employee.
Features
Everything from first contact to loyal customer
Capture, qualify, win and look after leads – on the same master data as the rest of ewws.
Leads and qualification
Leads with source, tags and owner, status from New to Won, conversion to a customer in one click. Existing lists imported by CSV.
Sales pipeline
Opportunities with stage, probability and amount, run by drag and drop. The weighted pipeline value is visible at any time, even across several currencies.
Activities and tasks
Note, call, email, meeting and task on the lead or the opportunity, with due date and optional recurrence. Nothing is lost between two phone calls.
Campaigns
Campaigns with channel, budget and duration, leads as members, timed steps with prepared activities. Follow-up tasks are created automatically.
Customer file with history
Per customer, all quotes, orders and invoices plus the service history in one place. The health score shows the state of the relationship at a glance.
Straight to the quote
The opportunity becomes the quote and then the order, with no tool switch. When you write a quote, ewws moves the matching opportunity to the next stage automatically.
Sales intelligence
The CRM that tells you where it is hot
ewws evaluates leads and opportunities using defined rules. The resulting priorities and tasks help your team prepare the next contact.
Lead score from 0 to 100
Status, contact completeness, source and recency give a priority value with clear bands. From 70 up a lead counts as hot and is sorted to the top.
Hot leads surfaced automatically
When a lead reaches the hot band, ewws creates a task with the score and the reason and brings it back for tomorrow. No contact fades away.
Quotes and overdue opportunities
A quote pulls a follow-up task behind it, overdue opportunities land in the focus list. The reminder is run by the system, not by your memory.
eBill on the customer record
The customer record tells you whether the invoice may go into e-banking.
An invoice that sits in the customer's e-banking is paid with one click instead of retyped. Whether that works is not decided by a tick box nobody keeps up to date, but by a dated answer.
Recipient check with a date
ewws asks the network partner whether this customer can receive eBill and keeps the answer, with its date, on the customer record. You see what the answer rests on and how old it is.
Sent from the same view
If the customer can be reached, the invoice leaves the customer view as an eBill; otherwise by mail or print. One route, one decision, no second program.
Sign-ups and cancellations come back
ewws assigns eBill registrations and cancellations automatically when a customer is identified unambiguously. Unclear notifications remain in the work list until you have reviewed and assigned them to the right customer.
Data sovereignty and audit
Your customer relationships belong to you
Customer data is the most valuable thing in a company. With ewws it stays under your control and every change is traceable.
On your server
The CRM runs on your own server in Switzerland or at the fiduciary. No foreign cloud reads along, no provider locks you out.
A complete history
Every change to lead, opportunity, campaign and activity is versioned. Who changed what and when stays traceable at any time.
No lock-in
Your data lives openly in your own database and can be exported in full. You are never the hostage of a subscription price increase.
From the close to the cash
An opportunity is only won once the money is in.
Most CRM systems stop at the quote and hand the rest to a second system. In ewws the path continues in the same file: order, invoice, incoming payment and, if it must be, the reminder. Sales therefore sees not only what was sold but what was paid.
Document chain
Quote, order, delivery note, invoice
The opportunity becomes the quote, that becomes the order and that becomes the document. Each step takes over the lines, prices and terms of the previous one instead of capturing them again. The customer file shows the chain without gaps, from first contact to last document.
Incoming payment
The payment finds its invoice on its own
Every invoice carries the Swiss payment part with its reference. When the statement comes back from your bank, ewws allocates the credit to the open invoice through that reference, including a collective payment covering several invoices. Whatever stays unclear comes as a proposal for review, not as a silent posting.
Subscriptions
Recurring business bills itself
Maintenance contracts, licences and subscriptions run as a contract with a plan and a cadence. The run creates the invoices of the period, first as a preview if you wish. Pauses, plan changes and cancellations are handled on the contract, and the preview shows before every run which invoices will be created.
Reminders
Three levels, with interest and fee, and with a memory
Overdue invoices run through three levels with default interest and a fee. On top of that ewws looks at the customer’s payment history and recommends: carry on normally, skip a level, or pick up the phone instead of writing. When there is too little experience it says so plainly instead of inventing a recommendation.
How you get started
Three steps from first contact to a guided sales process.
Start with a manageable example: a contact, an opportunity and the next task. Check data quality and mapping in a test environment before importing your customer records.
Step 1
Bring the contacts in
Existing leads and customers come in as a file or are captured, with source, owner and tags. The same lead number does not create a second record, it updates the existing one.
Step 2
Run the pipeline
You define your stages and drag opportunities from stage to stage. Amount and probability yield the weighted value, and hot leads as well as overdue opportunities put themselves forward as a task.
Step 3
Close and follow up
The opportunity becomes the quote, and from there the order and the invoice. After that ewws runs the incoming payment, the follow-up task and, where needed, the reminder process, without anyone keeping a list on the side.
For whom
Sales connected to the day-to-day
The same CRM, adapted to the way you work, always connected to quote, order and invoice.
Field sales
B2B selling with a pipeline
Leads from trade fairs, web and referral in one pipeline, quotes straight from the opportunity, follow-up tasks automatic. The weighted forecast is always there.
Service firms and fiduciaries
Looking after mandates and projects
Customer file with documents, activities and service history in one place, reminders for recurring dates. The data sovereignty a client expects from a fiduciary.
In use for SMEs across Switzerland, from Lucerne to Zurich and Bern through to Geneva, Lausanne and Ticino, in German, French and Italian.
Goes well with
More from the same platform
Editions and pricing
CRM is included from the SME edition. Compare the other modules and scope for your team.
View the editions →Artificial intelligence
Lead scoring is part of the deterministic AI in ewws – traceable and self-hosted.
View the AI →All solutions
Finance, inventory, projects and more – the CRM is one module among many on the same data foundation.
View the solutions →Explore your next sales workflow.
See which edition covers the CRM, or discuss your sales process directly with us.