Summary & Modules

Review your business infrastructure and activate the free modules for your daily operations. This Checklist will be safed in your profile, so you can continue working on it.

Active Modules

Toggle the modules you want active on day one. Core modules are always on.

Enabled

Customers (CRM)

Centralized lead and contact tracking for high-touch relationship management.

Always On
Enabled

Documents

Swiss-hosted, private document storage with versioning and secure sharing.

Always On
Enabled

Accounting

Invoices, financial overview and bookkeeping tailored to Swiss SMEs.

Available to your workspace
Enabled

Marketing

Campaign and performance tracking to grow your reach across channels.

Available to your workspace
Enabled

E-Mail

Connect your mailbox to manage business correspondence in one place.

Available to your workspace

Administration

Insurance

Infrastructure

Launch