bexio

Swiss cloud business software with contact management, quotes and invoices, used as a lightweight CRM for SMEs.

📍 Switzerland 🇨🇭, Rapperswil

Product overview

bexio is a Swiss cloud business software product aimed at freelancers and small enterprises. While it is not a full-featured enterprise CRM, it covers core customer-management needs for small teams: contacts, offers, invoices and follow-up linked to accounting and banking workflows. Many small businesses treat it as a lightweight CRM because customer records, sales documents and payment status live in the same place. Beyond sales documents, packages can include accounting, payroll accounting and a mobile app for day-to-day work. The imprint lists bexio AG as headquartered in Rapperswil (Switzerland) and notes it is a "Mobilière" company. Its packages page indicates a 30-day free trial. KEY FEATURES: - Contact management with customer information and history - Sales documents: offers, quotations and invoices - Expense capture and basic sales/expense management - E-banking and accounting modules linked to documents - Mobile app and marketplace integrations