What Geovio's CRM does
The contact book
Clients, suppliers and contact persons, linked to their company, with the UID number, VAT number, document language, payment terms and usual discount.
The record filled in by AI
Paste an email signature, a letterhead or the text of a business card: AI fills in the empty fields, which you check before saving.
Quotes tracked
Open, won and lost quotes, each in its own list; the won quote becomes the mandate, with its hours and invoices.
The client's history
On each record: their quotes, their invoices and what they still owe.
Reminders
Open invoices get reminders; the assistant answers "who hasn't paid me?".
Why linked to the site
A separate CRM doesn't know what happens on site. In Geovio, the won quote carries the team's hours, the signed T&M reports and the invoices: the client, their mandate and their site are tracked in the same place.
Bringing your contacts over
Contacts and open documents from another management software are brought into the ERP, without retyping anything by hand; possible duplicates are flagged.
Frequently asked questions
Which CRM for a construction company in Switzerland?
A CRM linked to quotes and invoices. Geovio keeps contacts, open, won and lost quotes, invoices and reminders in the site app, hosted in Switzerland.
Is the CRM included in the subscription?
Yes: it is part of business management (ERP), included in the Bureau licence and reserved for the company's managers.
Can a contact be filled in from an email signature?
Yes: AI reads the signature, the letterhead or the business card and fills in the empty fields; you check before saving.