Documentation
Complete guide to using SwissDACH CRM effectively
Evolving documentation: This documentation grows continuously.
Contact us for specific questions.
Getting Started
Quick Start
- Login: Use your credentials to access the dashboard
- Setup: Customize your language and display preferences
- First customer: Add your first customer via the "Customers" menu
- First invoice: Create your first invoice with the AI generator
Customer Management
Adding a new customer
To add a new customer:
- Click "Customers" in the main menu
- Select "New Customer"
- Fill in required information (name, email)
- Add additional information as needed
- Save the customer
Contact history
Each customer can have a detailed interaction history:
- Phone calls
- Email exchanges
- Meetings and appointments
- Personal notes
Invoicing and Quotes
Creating an invoice
The invoicing process is streamlined:
- Go to "Invoices" → "New Invoice"
- Select the customer
- Add invoice line items
- Use AI to generate professional text
- Preview and export to PDF
AI Features
Artificial intelligence helps you:
- Generate professional quote texts
- Analyze customer behavior
- Automatically classify tasks
- Create email templates
Support and Assistance
For help:
SwissDACH CRM SupportE-mail: info@swissdach-crm.ch
Mobile: +41 76 544 66 19
Tip: This documentation evolves based on your feedback.
Feel free to share your improvement suggestions.