Setup & data migration
We set everything up for you.
No time, or no IT know-how in the team? We set up CRM ONE tailored to your company – from company details, workflows, templates and commissions to migrating your data. Everything is ready to use on day one.
Onboarding and email support are included with every licence.
Included and on request
We explain for free. If you like, we do it for you.
Every licence includes onboarding and email support. When we carry out work in the system for you, that is a separate service.
Onboarding
- We collect your starting details: company, administrators, number of users, logo
- Activation of your account and invitation of your administrators
- Short guided introduction online
- Access to the help centre and how-to videos
Email support
- Reply usually within one business day
- Guides and videos: “How do I …?”
- We explain step by step – you stay in control
- Of course we fix outages and software bugs
We do it for you
- Setup packages from basic to full service
- Individual changes in the system, e.g. templates or roles
- Training online or on site
- Data migration from your current system
Examples
- “How do I create an email template?”Included
- “Please create ten templates with our wording.”On request
- “How do I import our Excel list?”Included
- “Please migrate our client data from the old system.”On request
- “How do I give team leads access to their team?”Included
- “Please train our new staff.”On request
Productive right away
Your team starts with ready-made workflows, your own templates and your own client data – not with an empty system.
No data loss
Test run, reconciliation report and your sign-off before switching. If you like, old and new systems run in parallel for a few weeks.
Industry know-how included
We know FINMA and VBV duties, Art. 45 disclosure, brokerage fees and sales networks – and ask the right questions.
How it works
Eight steps to a ready-to-use system
Clear steps, one contact person, and you decide at every step. Typical duration: one to eight weeks, depending on scope.
Kick-off
A joint conversation: current situation, goals, what must work on day one, timeline.
Questionnaire & documents
You fill in a clear questionnaire and send us your logo, templates and samples. We summarise everything on one page.
Configuration
We configure company, structure, roles, pipelines, templates, document rules and – if needed – commissions and dunning.
Data migration
Clients, policies, leads and history from your current system – with a test run and reconciliation report.
Testing & sign-off
You check it against your typical cases. We adjust until everything is right.
Training
Short training per role, online or on site – using your own data.
Go-live
An agreed cut-over date: from then on the team works in CRM ONE. We accompany the start.
Aftercare
In the first weeks we stay especially close and fine-tune wherever needed.
What we take care of
You tell us how you work. We set it up.
Your company
- Company details, FINMA data, ombudsman, Art. 45 disclosure
- Logo, colours, letterhead and email signatures
- Users with FINMA and VBV status per person
- Org chart, teams and structures
Workflows & templates
- Roles and permissions: who sees and does what
- Pipelines and stages for leads and opportunities
- Email and document templates with your wording
- Document types, mandatory documents and custom fields
Money & structure
- Commission and compensation models with levels and overrides
- Clawback liability and reserve account
- QR invoices and dunning
- Reconciled against a statement from your current system
Data & connections
- Migration from legacy system, Excel or CSV
- Status, advisor and follow-up dates carried over
- Leads from website and landing pages straight into the CRM
- Calendar (Microsoft 365, Google, Infomaniak) and mobile app
What we need from you
- One person who decides and one who tests
- The completed questionnaire and your documents
- An export from your current system (we will tell you how)
- The signed data processing agreement before real client data is transferred
Price on request – tailored to you
We offer setup, data migration and training. The price depends on your company. After a short conversation you receive a quote with a fixed scope.
- Size of your company: number of users and locations
- Amount of data and your current system
- Scope you want: from basic setup to full service, training online or on site
Prefer to set it up yourself? That works too: onboarding, import assistant, help centre, how-to videos and email support are included in every licence – with no setup fee.
See it for yourself.
30 minutes, your workflows, your questions. We show the system live with sample data – no obligation.