CRM
From prospects to loyal customers.
Track your prospects, opportunities and sales activities. The visual pipeline shows you where each deal stands, and everything is linked to addresses, quotes and invoices — no double entry.
The sales pipeline at a glance
Main functions
- Opportunity pipeline by stage with weighted amounts
- Prospect records linked to addresses and sales documents
- Activities and follow-ups: calls, meetings, emails to do
- Turn an opportunity into a quote in one click
- Conversion rate analysis and won/lost deals
How to access it
Once logged in to PilotePro:
- CRM → Prospects
- CRM → Opportunities
- CRM → Activities
Frequently asked questions
Is the CRM linked to invoicing?+
Yes: a won opportunity becomes a quote and then an invoice in one click, without re-typing the customer.
Can I import my existing prospects?+
Yes, via Excel/CSV import of addresses with duplicate detection.
Try CRM for free.
30-day trial, all features open, no credit card.
Other modules
Cockpit & Management
Your whole company on a single screen.
Accounting
Complete Swiss accounting, from journal to balance sheet.
Sales & invoicing
From quote to payment, with the Swiss QR-bill.
Purchasing & suppliers
Scan, approve, pay — without re-typing.
Swiss payroll
Complete Swiss payroll: AHV/AVS, UVG, BVG, KTG, withholding tax, CBAs.
Banking ISO 20022
Your bank connected: payments, statements, automatic reconciliation.