01Calling
Click on your laptop – your phone rings.
One click on “Call” and the call runs over your own number. Then log the outcome with a single tap.
- Call
- Call now
- Log outcome
CRM for insurance brokers & sales networksLess admin. More advice.
Clients, policies, commissions and compliance in one system – so clear that your team enjoys using it from day one.
- Hosted in Switzerland
- FADP, FINMA & VBV built in
- Web, iPhone & Android
Sample data
What makes CRM ONE unique
More advice, less admin: a CRM that thinks ahead.
You advise. The system reminds, pre-fills and keeps things moving.
Also included
- Starter rules from day one: expiring policies, health insurance season, pension check at 50 and 65, alert for new leads without contact.
- Idle guard: flags leads without progress – also to the team lead if you like.
- Manage licences yourself: assign users and add-ons per person.
- Client care, birthday greetings and a follow-up after every meeting – all adjustable.
Features
Six things that make your day easier right away.
Exactly as they look in the system.
02Leads
Every lead has a clear next step.
The call outcome moves the lead to the right stage. Not reached? The matching email goes out in one click.
- Call & outcome
- Not reached
- Send email
03Document recognition
Documents read themselves. Your team only checks.
Upload a policy, application or ID: the system suggests the details, one click applies them. Processed in Switzerland.
- Upload
- Review suggestions
- Apply
04Document scan
Scan with your phone – straight into the client file.
Photograph the policy at the client's, pick the client, file it. Several pages become one PDF – even offline.
- Take photo
- Pick client
- File
05MailboxAdd-on
Every email in the client file – automatically.
No more searching or forwarding emails – they sit right where you look after the client.
- Every email lands with the right client or lead by itself
- Reply straight from the client file
- Work lists show what is still open
06Client portal & appIncluded
Your clients get their own app.
View policies, premiums and documents, sign digitally, report claims – with your logo. At no extra cost.
- Invite to the portal
- Client signs in
- Everything lands in the CRM
Sample data
All in one system
And everything else is in there too.
Step-by-step wizards
Client, application, mandate, claim – guided in a few steps.
Mobile app
iPhone and Android: quick entry, scanning, offline.
Claims
Capture with photos, deadlines and payments in view.
Brokerage, clawbacks & invoices
Reconcile statements, approve, QR invoices.
Mandates & e-signature
Sign digitally, the mandate traffic light shows gaps.
Reports & FINMA
Standard reports and data for the FINMA annual survey.
For sales networks
Multi-level hierarchies, overrides, team dashboards, recruiting.
Integrations
Excel/CSV, bexio, Abacus, calendar, REST API, webhooks.
Add-on
ONE Compare · health-insurance comparison
Upload the policy. Every health insurer compared in seconds.
Upload the client's KVG and VVG policy – the result for every health insurer appears instantly.
- Basic and supplementary insurance (VVG) for the whole family
- Offer PDF in your company's look
- Savings potential automatically in your client emails
Always included: KVG premium calculator with FOPH premiums
Benefits
Done with yesterday's software.
Many industry CRMs still look like they did 15 years ago. CRM ONE is newly built – modern, mobile and getting better all the time.
Yesterday's industry CRM
- Grey screens full of fields
- Excel and paper on the side
- Updates that keep you waiting
- Only really usable on the office PC
CRM ONE
- Guided wizards – one thing per screen
- “My Space” with numbers, goals and opportunities
- App for iPhone and Android
- Client portal in your branding
- New features all the time, hosted in Switzerland
One price, everything included. App, client portal, KVG calculator, hosting and updates included.
See pricingA day with CRM ONE
From the first coffee to the end of the day
Open My Space
Commission, goals, appointments and the top opportunities. My Space
Call from the laptop
Your phone rings, then one tap on the outcome. Mobile app
Not reached? An email with savings
One click on the template – with a quick KVG comparison. Email templates + ONE Compare
Scan at the client's
Photograph the policy, straight into the client file. Document scan
Applications step by step
Wizard with disclosure, advice record and four-eyes approval. Wizards & compliance
Opportunities surface themselves
When a contract expires, an opportunity is created automatically. Automatic opportunities
Worked example
How much time your team gains
Enter your team size – we calculate the time gained and its value.
How we calculate
- Realistic averages from the practical experience of Swiss brokers – the same values as in the pricing section. The comparison is an older broker CRM used together with Excel and Outlook.
- Time gained per week: advice around 3.4 h, back office around 5.8 h, management around 2.5 h – for example the “not reached” email in one click, documents the back office only checks, signatures by link, calendar sync, brokerage reconciliation and clients who find their policy in the portal.
- With ONE Compare an extra 60 min (advice) and 15 min (back office); with the mailbox an extra 50 / 75 / 20 min (advice / back office / management) per week.
- 46 working weeks per year, 1 working day = 8 h.
- Advice: we assume a typical mix per 20 closings – 11 × health insurance (basic CHF 70 per person, supplementary 16 monthly premiums), 2 × pillar 3a (monthly premium × 12 × years to 65 × 5%), 7 × property (12% of the annual premium). That is around CHF 750 firm revenue per selling hour. We count 40% of the time gained as additional advice, i.e. CHF 300 per hour gained – revenue potential, not profit.
- Back office and management: full cost of an hour (salary, social charges, workplace) of CHF 60 and CHF 110 – freed-up capacity, not additional revenue.
- Sources (selection): brokerage rules for KVG/VVG from 2024, Swiss salary book, studies on selling and admin time (Salesforce, AssCompact). Amounts rounded to CHF 100.
- Hours gained per year per team member
- 170 h
- on average across the team
- Value of the time gained per year
- CHF 169'900
- for the whole team
- Team time gained per year
- 849 h
- That is working days
- 106
By role
- Advice157 h per person per yearCHF 141'600additional revenue potential
- Back office265 h per person per yearCHF 15'900freed-up capacity (value)
- Management113 h per person per yearCHF 12'400freed-up capacity (value)
Non-binding example – not a guaranteed saving.
Film
CRM ONE in motion
Security & compliance
Compliance happens in the workflow – not afterwards.
ISA, ISO, the health-insurance industry agreement and the FADP are built in. Documentation happens as you work.
The software supports your obligations; responsibility remains with the company.
Hosted in Switzerland
Infomaniak, encrypted, daily backups.
Swiss FADP
Health data protected, access log, information and export.
FINMA and VBV registers
Per person, with a warning before recertification.
Client disclosure Art. 45 ISA
As a company template, versioned, with proof of handover.
Records & four-eyes principle
Advice record in the wizard, approvals for sensitive steps.
Two-factor & roles
2FA, passkeys, rights by role and team.
Pricing
One price. Everything included.
All features, app and client portal included – no tiers.
CRM ONE
CHF79
per user / month · excl. VAT · with a 12-month term
- Cancel monthly
- CHF 95 / month
- Annual prepayment2 months free
- CHF 790 / year
Use 12 months, pay for 10 – add-ons included.
Book a demo−50% as a bundle
Complete bundle
Mailbox + ONE Compare
CHF34.90instead of CHF 69.80
per user / month · excl. VAT
You save CHF 34.90 per user and month
- MailboxEvery email in the client file automaticallysingleCHF 29.90
- ONE CompareUpload KVG + VVG policy – every health insurer in secondssingleCHF 39.90
Just one module? Regular price. Same for every term.
Pays for itself many times over.
Per advisor and year:
With CRM ONE
CHF 47'200additional revenue potential
≈ 157 h gained
Cost CHF 948≈ 50×
With CRM ONE + complete bundle
CHF 72'500additional revenue potential
≈ 242 h gained
Cost CHF 1,366.80≈ 53×
Realistic averages, not a guarantee. How we calculate
Volume discount: −5% from the 5th, −10% from the 10th, −15% from the 20th user (12 months). 50+ users: Enterprise.
Details on term and discounts
- Term: the monthly plan can be cancelled at any time to the end of the following month. The 12-month contract renews for 12 months unless cancelled 3 months before it ends. With annual prepayment you pay 10 instead of 12 months – for CRM ONE and the add-ons.
- Add-ons: Mailbox CHF 29.90 and ONE Compare CHF 39.90 per user and month, regardless of term. Booked together, both cost 50% less: CHF 34.90 instead of CHF 69.80.
- Discounts: each user gets the discount of their tier. Volume and individual discounts together never exceed 25%; the 2 free months of annual prepayment come on top. No volume discount on the monthly plan.
- Setup (CHF 2,400): your own tenant on Swiss servers, company profile and Art. 45 ISA disclosure template, logo and colours, all users with role and two-factor protection, client portal, data processing agreement, basic online training (60 min). Usually ready in 1–3 working days.
- Start-up programme: companies younger than 1 year with at most 3 users get 50% off the setup (CHF 1,200) or a ready-to-go package – with a 12-month term.
- Setup packages: Mailbox and ONE Compare are free for all users for 1 (Start), 6 (Professional) or 12 months (All-round). Afterwards they continue automatically at the normal price (complete bundle CHF 34.90 per user and month) – unless you cancel them. We remind you by email 30 days before, cancelling takes one click.
- ONE Compare is also available as a season licence September–December: CHF 119 per user.
- Enterprise from 50 users: own instance, SSO, custom integrations and service levels on request.
- After the contract ends: full export free of charge for 30 days, archive service from CHF 450 on request.
Fiduciary / audit: 1 read-only login per company free of charge. All prices in CHF, excl. VAT.
Setup
Ready to go from day one.
We set everything up for you – templates, data migration, integrations, training. Your team starts right away instead of losing weeks setting things up.
Start
up to 10 users
CHF 3,900one-time
Start-ups CHF 1,950
CHF 2,400 setup fee included
Free gift
1 month free
Mailbox + ONE Compare for all users
Gift worth
up to CHF 349- Kick-off and project plan
- Logo, layout, signatures, roles and teams
- Standard templates activated and checked
- Your sales process set up and ready (1 process)
- Online team training
- Recommended
Professional
up to 20 users
CHF 8,900one-time
Start-ups CHF 4,450
CHF 2,400 setup fee included
Free gift
6 months free
Mailbox + ONE Compare for all users
Gift worth
CHF 4,188- Everything in Start
- Your existing data moved over – from your old CRM or Excel (1 source, with test run)
- Your own email and document templates written (up to 10)
- Your sales process set up and ready (up to 3 processes)
- Calendar integration and 3 trainings (advice, back office, key users)
All-round
no user limit
CHF 13,900one-time
Start-ups CHF 6,950
CHF 2,400 setup fee included
Free gift
12 months free
Mailbox + ONE Compare for all users
NO LIMIT
- Everything in Professional
- Your existing data moved over – from your old CRM or Excel (up to 3 sources)
- Your own email and document templates written (up to 25)
- Your sales process set up and ready (up to 5 processes)
- Commissions, QR invoices, dunning and lead integration for your website
- On-site go-live day and 30 days hypercare
Every package includes and replaces the CHF 2,400 setup. Further work: CHF 165 per hour, always only after your confirmation.
For structured sales
Multi-level hierarchies, commissions with overrides and cancellation reserve, a statement per person.
More for structured salesSwitching and data migration
From your old CRM or Excel: migrate clients, policies and leads – with preview, duplicate check and a test run.
How switching works
FAQ
Good to know
How does our data get into the system?
Yourself with the import assistant (Excel/CSV, with preview and duplicate check) – or we do it for you in the Professional or All-round package.
Where is our data stored?
In Switzerland at Infomaniak – encrypted, with daily backups and a data processing agreement under the FADP.
How quickly is our team up and running?
Setup usually takes 1–3 working days. Guided workflows, short tours and help on every page make getting started easy.
Is there an app for iPhone and Android?
Yes, the CRM ONE app: for your team with call hand-off, scanning and offline access – and for your clients as the client portal.
What does a back-office user cost?
The same as everyone else: every person is a full user. Your fiduciary or auditor gets one read-only login free of charge.
Does it suit tied agents and sales networks?
Yes. Agent status is kept per person; multi-level structures with overrides and clawback accounts are built in.
Which integrations are there?
Import and export (Excel/CSV, bexio, Abacus), calendar and email, REST API, webhooks and forms for your website.
What happens to our data if we cancel?
You can download a full export up to 30 days after the contract ends – free of charge.
Demo
See it with your own eyes.
30 minutes, live with sample data – no obligation.
- Tour of the client file, app and client portal
- Your questions on data migration, privacy and pricing
- Reply within one working day