Customer relationships Roadmap Schweiz
CRM that links sales and accounting
LIRENO CRM verbindet Kontakte und Pipeline mit Vertrieb und Mandantenportal — ohne Insellösung neben der Buchhaltung. Roadmap-Modul auf derselben Plattform wie Steuern und Rechnungen.
Contacts, quotes and invoices from a single source — no CRM island with duplicate upkeep.
Problem
CRM and ERP live apart
Many SMEs keep customers in one tool and bill in another. Duplicates, stale addresses and missing overview cost time and revenue.
Solution
One tenant — all relationships
LIRENO links contacts with documents, receipts and tax data. Your team sees the full customer context — from first quote to paid invoice.
Overview
Why CRM auf LIRENO?
Doppelte Kundendaten in CRM und Rechnungstool kosten Zeit. LIRENO plant CRM als Modul am Data Vault.
KI kann bei Dubletten und nächsten Schritten helfen. Ideal mit /vertrieb/.
Next steps
Status: Roadmap. Starten Sie mit Core CH über /einstieg/ und /vertrieb/.
Further official source: kmu.admin.ch
Features
What LIRENO offers for CRM
Contact management
Customers, suppliers and partners centrally — tenant-separated.
Quotes & pipeline
From lead to order — seamless into the sales module.
Activities & timeline
Communication and documents on the contact.
MS365 contacts
Sync with Outlook contacts.
AI suggestions
Next steps and reminders suggested intelligently.
Advisor view
Firm sees all tenant contacts structured.
All modules
LIRENO modules overview
Core CH (live): Taxes, Comply, Sales, Banking. Also live: HR, Designer, Connect AI, Documents. Roadmap: Time tracking, Payroll, Ledger, Insights and more.
Connect AI
AI in customer context
Connect AI knows open invoices, latest receipts and deadlines per contact — and suggests follow-ups before anything slips.
✦ AI suggestion — you approve
Workflow
How it works in practice
- 1Create contact
- 2Create quote
- 3Order & invoice
- 4Payment & archive
Product
Screenshot placeholders
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Benefits
Your benefits at a glance
No double entry
One record for CRM and accounting.
Faster closes
Quotes straight from the designer.
DACH-compliant
VAT ID, VAT and addresses validated.
FAQ
FAQ – CRM
Ist CRM schon live?
Nein — Roadmap-Modul.
Wird es mit Rechnungen verbunden?
Ja, Ziel ist Integration mit Vertrieb und Mandantenportal.
Für wen?
KMU und Treuhänder, die CRM nahe an Steuern/Vertrieb wollen.
Was kann ich jetzt nutzen?
Vertrieb und Steuern sind live — siehe /vertrieb/ und /steuern/.
Ready for LIRENO CRM?
Free demo — we walk through your scenario in the LIRENO Cockpit.