CRM

Your CRM, built into your OS.

Capture leads, manage pipelines, close deals — with AI assistance, full audit trail, and zero data silos.

LeadsPipelinesOpportunitiesAI-powered
CRM - Pipeline
6 deals · CHF 104'200
Lead2
Acme Corp
CHF 12'000
NovaBuild AG
CHF 8'500
Qualified1
TechFlow SA
CHF 24'000
Proposal2
SwissMedia AG
CHF 18'500
AlpineIT GmbH
CHF 9'200
Won1
Helios SA
CHF 32'000

Before & After

See how Numezis CRM replaces scattered tools with one connected engine.

Before Numezis CRM

Contacts in spreadsheets, deals lost in email threads, no visibility on pipeline health.

  • Leads scattered across inboxes and spreadsheets
  • No pipeline visibility — deals fall through the cracks
  • Manual follow-ups with zero traceability
With Numezis CRM

One unified CRM connected to your invoices, documents, and accounting — with AI doing the heavy lifting.

  • All leads captured, scored, and auto-assigned
  • Multi-pipeline view with real-time forecasting
  • AI-drafted follow-ups with full audit trail
Governed runtime

The agent works your CRM for you

Ask in plain language. The agent reads, updates and advances your pipeline — every action permission-scoped and written to the audit trail.

  • The agent acts under your rules.
  • Sensitive decisions require approval.
  • Every action is traceable.

Numezis Agent

Online · operating in CRM

List my current leads and open opportunities.

Everything you need to sell

Eight modules, one connected CRM — from first touch to closed deal.

How it works

01

Capture

Leads flow in from forms, emails, and integrations. AI enriches and scores each one automatically.

02

Qualify

Move leads through your pipeline stages. AI suggests next actions and flags at-risk deals.

03

Close

Convert deals to invoices with one click. Everything stays connected in your business graph.

Your SME does not need another dashboard.

Not business software. A business agent.

Admin work needs to move forward.

01

Observe

02

Prepare

03

Recommend

04

Execute under rules

05

Execute with approval

06

Manage by exception

It handles admin. You stay in control.

The agent acts under your rules.

Sensitive decisions require approval.

Every action is traceable.

CRM agent — frequently asked questions

What the Numezis agent can do inside your CRM.

Ready to close more deals?

Start with Numezis CRM today — capture leads, manage your pipeline, and let AI handle the follow-ups.