BSI Customer Suite
🇨🇭 CH
AI-powered CRM and CX platform with 360° customer view and journey automation
Features
CRM and customer management
- Generative 360° customer view
- Customer histories and interactions
- Integrated sales, marketing, and service processes
- Configurable process design and automation
- Lead and campaign management
- Industry-specific options: Tied Agent Management (TAM), Broker Relationship Management (BRM)
Customer experience and marketing
- Customer-journey design
- Automated campaigns
- Trigger-based communication
- Audience selection
- Central campaign templates for branches or agencies
AI and automation
- BSI Companion for routine-task support
- Customer Agents (Service and Sales Agents)
- Automated request processing and routing
- Access to over 70 AI models
Engagement and collaboration
- Online appointment scheduling
- Video consultations via BSI Snapview and Microsoft Teams
- Digital-signature workflows
Customer data and analytics
- Customer Data Platform (CDP) capabilities
- Data collection, consolidation, and structuring
- Reporting and analysis of audiences, processes, conversions, sales opportunities, and resource use
Integration and industry solutions
- BSI EIP for no-code/low-code interfaces
- REST APIs, JMS, CSV, Kafka
- BSI Elements for industry-specific solutions and best practices
Pricing
Pricing depends on project scope. Contact BSI for a quote.
EU Trust Profile
What we verified against public sources, last checked 2026-10-10. Every point links to its evidence.
- Evidence →EU data residency
Data is processed in certified data centers in Germany or Switzerland.
- Evidence →ISO 27001
Claimed for BSI Cloud and services.
We list only what we could verify against a public source on the check date. A point that is absent was not established either way — it is not a finding against the vendor. The vendor's own information prevails.
Work at BSI Customer Suite?
This badge is free for every vendor we list and has no bearing on the order of any list. It is issued on the basis of a verified European headquarters (CH) and the compliance points we checked against public sources — the date on it is the date we last checked.
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Reviews
Recurring themes, synthesized from public reviews across portals.
What users value
- Modular setup adapts to company-specific workflows
- Unified customer view across CRM, sales, service and marketing
- Broad feature set covering CRM, marketing automation and customer data
- Clean, visually organized interface
- Structured processes and compliance support for regulated environments
- European data control and GDPR alignment
Where users see room to improve
- · Steep learning curve due to complexity
- · Click-heavy routine workflows
- · Limited or inflexible built-in reporting
Integrations
BSI Customer Suite: frequently asked questions
- Which tools does BSI Customer Suite integrate with?
- BSI Customer Suite connects with Sikom AgentOne, Finnova, SAP IS-U, SAP S/4HANA, ePilot, Powercloud, Microsoft 365 and Microsoft Outlook, plus 4 more integrations we found.
- Where does BSI Customer Suite store its data?
- Data is processed in certified data centers in Germany or Switzerland.
Feature, pricing and integration details are based on web research (as of 2026-10-10), without guarantee, errors are possible. The vendor's website prevails.