Broken data flows
Data spread across several systems – decisions made on outdated information.
appnity CRM
Custom-built
live
OverviewJune 2026
Revenue
CHF 0k
▲ 12,4 %
Orders
0
▲ 5
Margin
0 %
▼ 0,8 %
Revenue / monthYTD
Recent orders
#10428Meier AG
Paid#10427Suter GmbH
Shipping#10426Brunner & Co
OpenOrders37 total · 12 open
| No. | Customer | Status | Amount |
|---|---|---|---|
| #10428 | Meier AG | Paid | 12'400 |
| #10427 | Suter GmbH | Shipping | 8'900 |
| #10426 | Brunner & Co | Open | 5'250 |
| #10425 | Keller AG | Paid | 19'800 |
| #10424 | Frei GmbH | Open | 3'120 |
FinanceFinancial year 2026
Revenue YTDCHF 1,24M▲ 18 %
EBIT margin22,6 %▲ 1,4 %
Cash flow12 months
Team6 active
Sales4 open leads
onlineOperations8 orders in progress
onlineFinance3 approvals pending
busyManagementReporting live
online
CRM · Custom-built
No lead slips through the cracks. Ever again.
Pipeline, quotes, appointments and projects in one system. Swiss Made.
✓ No obligation✓ Reply within 24 h✓ Swiss company
On the tablet
The same pipeline. A bigger touch.
At the client’s, in the office – the same leads everywhere.
1×codebase
∞devices
In your pocket
Your sales team. On the move.
Call, follow up, approve a quote – from anywhere.
Scroll
Free intro callNo obligation, no sales pressure
Reply within 24 hoursFast, clear feedback
Everything from one teamAnalysis → development → operation
Swiss quality, across the DACH regionExperienced with complex processes
The real problem
Every manual hand-off is a mistake waiting to happen.
Off-the-shelf software never quite fits – and that costs time and margin every day.
Manual processes
Approvals by email and Excel. Every exception costs time and money.
Isolated solutions
CRM, ERP and reporting grow side by side. Scaling becomes a risk instead of a plan.
Without follow-up
Silent quotes drift away like comets.
The longer there is no response, the longer the tail — and the further the deal drifts away. The CRM pulls them back before they are out of reach.
Currently adrift
CHF 184’300
11 quotes without a response
Krämer Logistics7 days silent · CHF 19’600
Baumann Bau23 days silent · CHF 41’900
Hoffmann & Partner12 days silent · CHF 54’300
Vogel & Co9 days silent · CHF 28’400
Richter Immobilien19 days silent · CHF 67’200
The solution
Your system. Instead of ten tools.
A clear architecture – from integration to a scalable platform.
Click your way through ↓
appnity ERP
live
OverviewJune 2026
Revenue
CHF 184k
▲ 12,4 %
Orders
37
▲ 5
Margin
41,2 %
▼ 0,8 %
Revenue / monthYTD
Recent orders
#10428Meier AG
Paid#10427Suter GmbH
Shipping#10426Brunner & Co
OpenOrders37 total · 12 open
| No. | Customer | Status | Amount |
|---|---|---|---|
| #10428 | Meier AG | Paid | 12'400 |
| #10427 | Suter GmbH | Shipping | 8'900 |
| #10426 | Brunner & Co | Open | 5'250 |
| #10425 | Keller AG | Paid | 19'800 |
| #10424 | Frei GmbH | Open | 3'120 |
FinanceFinancial year 2026
Revenue YTDCHF 1,24M▲ 18 %
EBIT margin22,6 %▲ 1,4 %
Cash flow12 months
Team6 active
Sales4 open leads
onlineOperations8 orders in progress
onlineFinance3 approvals pending
busyManagementReporting live
online
01 — Portals
One place for everything
Teams, roles and approvals in one place – instead of tool chaos in day-to-day business.
02 — Integration
Everything connected
Integrations instead of manual exports. One data foundation, fewer errors.
03 — Scaling
Grows with you
More users, locations, products – without a rebuild.
The modules
One business. Four views.
The system cycles through the modules on its own. Hover to pause — use the arrows to browse yourself, then it carries on by itself.
Pipeline
126 open
Volume412k
Due today14
Win rate13,8 %
NewHuberFischer
ContactBecker
MeetingMüller
WonWeber
Quote 2026-114
Müller GmbH
Total48’500
Valid until22 Aug
Approvalpending
Line itemsLicence 21’600Setup 18’400
Discount0 %
StatusDraft
Deadline17 days
Finance
CAMT up to 27 Jul
Open142’900
Overdue12’800
Reconciled92 %
PaidRE-0418
ReminderRE-0391
OpenRE-0402
Receipts27 new
Projects
9 in progress
In progress9
Acceptance2
Delayed1
DevelopmentBühler 72 %
AcceptanceDancepoint 94 %
DelayedMB Boiler 41 %
Planning2 new
Module 01 · Pipeline
Leads, stages & follow-ups
Every stage has its colour, every lead exactly one next action. Nothing sits around without an owner.
Board and worklist from the same data
Overdue follow-ups become visible
Conversion per stage instead of gut feeling
Module 02 · Quotes
Line items, approval & deadline
Create a quote straight from the lead, approve it, send it — and follow up automatically when things go quiet.
Line items from the catalogue or entered freely
Approval under the four-eyes principle
The expiry date flags itself
Module 03 · Finance
Receivables & bank reconciliation
The won quote becomes the invoice. CAMT import reconciles payments, reminder levels run automatically.
QR-bill straight from the order
CAMT reconciliation instead of reading bank statements
Reminder levels without an Excel list
Module 04 · Projects
Delivery & acceptance
The won deal becomes a project — with progress, acceptance criteria, delay warnings and post-project costing.
No broken hand-off after closing
Delays are reported, not discovered
Planned vs. actual at the end of every project
Product tour
Two views of the same pipeline.
The board for the big picture and moving deals along. The worklist for phone days — sorted by urgency, with exactly one action per row.
Board
Overview
New · 47
Huber GmbHCHF 18’400
Fischer AGunassigned
Meeting · 23
Müller GmbHToday 14:30
Richter Imm.Mon 09:00
Quote · 18
Krämer Log.7 days silent
HoffmannFollow up
Worklist
14 due today
Müller GmbHToday 14:30
Call
Becker AG2 days overdue
Call
Krämer LogisticsNo response for 7 days
Follow up
Huber GmbHunassigned for 4 h
Assign
Weber & Co.Won · Onboarding
Project
Business impact
Make ROI visible instead of just estimating effort.
See in one minute when your investment pays off.
Method
Analysis. Architecture. Development. Integration. Scaling.
Transparent from the first analysis to ongoing operation. You stay in control of scope, risk and budget.
Analysis
Processes, bottlenecks, priorities.
Architecture
System design & data model.
Development
Iterative, with regular demos.
Integration
ERP, CRM and production connected.
Scaling
Operation, monitoring, roadmap.
Team
The people behind appnity.
Strategy, sales, development and delivery. Serious about results, relaxed in the daily.
Noah
Office berserker with a grin
Noah
- Superpower
- Nightcrawler – works through the night, hungry for success & a perfectionist
- Fuel
- The Noahcino & Red Bull, ideally back to back
- You’ll know them by
- the suit, the red tie & the eye twitch after the 7th Noahcino
Fabian
Sly fox with an eye for the big picture
Fabian
- Superpower
- Turning first conversations into long-term partnerships
- Fuel
- People, growth and the hunt for the next win
- You’ll know them by
- an honest smile and a direct, open manner
Fabrice
Follow-up prince with bite
Fabrice
- Superpower
- Spotting needs, thinking ahead
- Fuel
- Family and growth
- You’ll know them by
- his composure, his one-liners and always being there for the team
Giovanni
Interface bookworm
Giovanni
- Superpower
- Always gets back up
- Fuel
- Red Bull in the morning chases every worry away
- You’ll know them by
- a charming smile
Desy
A fresh breeze with finesse
Desy
- Superpower
- Turns a small idea into a whole day’s work
- Fuel
- Coffee, iced matcha latte & energy drinks – ideally all at once
- You’ll know them by
- sweet dog pictures (one becomes 100, all the same)
Nathalie
Nerves of steel, with class
Nathalie
- Superpower
- Keeps track of everything, always
- Fuel
- Coffee, always within reach
- You’ll know them by
- a steady hand in any situation
Löic
Laid-back, with logic
Löic
- Superpower
- Quiet, but simply a machine with computers
- Fuel
- SP98 + 3 coffees
- You’ll know them by
- my calm, my patience and my long hair
Kim
Code colossus with class
Kim
- Superpower
- A beast at code — fast, efficient and clean
- Fuel
- Espresso doppio, a cigarette & a good book — big ideas at 2 a.m.
- You’ll know them by
- the calm «it’s already working» – just before it really is
Jerome
Phone tornado with drive
Jerome
- Superpower
- Efficient, reliable and relentless
- Fuel
- Red Bull, and the day can begin
- You’ll know them by
- calls fuelled by euphoria and energy
Daniel
Full throttle, with style
Daniel
- Superpower
- Pitches in wherever there’s a fire
- Fuel
- Coffee & good beats
- You’ll know them by
- style and a steady hand
Stani
Go-live godfather who thinks it all through
Stani
- Superpower
- Competence and reliability
- Fuel
- Partnerships where both sides win & a cappuccino
- You’ll know them by
- humour and a calm voice
Clients
Our clients include
From dance and pole studios to construction and plastering, heating, plumbing and textiles – we build for businesses across industries, and still specialise in each one.
FAQ
Frequently asked questions from decision-makers
Your next step
In 30 minutes you’ll know what’s possible.
Show us your sales process — we’ll show you the system for it. Free of charge and without obligation.
Lättichstrasse 6, 6340 Baar · info@appnity.ch
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