Help & FAQ
Individual support: As an individual business, we provide support to the best of our abilities.
Please use email for non-urgent requests.
Frequently Asked Questions
Navigate to "Customers" in the main menu and click "New Customer".
Fill in the required information and save.
AI generates professional texts for your quotes and invoices based on customer information.
Simply click "Generate AI Text" when creating documents.
Yes, all data is stored in Switzerland with SSL/TLS encryption.
We strictly comply with Swiss and European data protection laws.
Use the export functions in each section (Customers, Invoices, etc.).
You can export to CSV or PDF format depending on the data type.
Need additional help?
If you can't find the answer to your question, contact us:
SwissDACH CRM SupportE-mail: info@swissdach-crm.ch
Mobile: +41 76 544 66 19
Response time: As an individual business, we respond to requests within 1-3 business days depending on priority.