Proffix CRM

🇨🇭 CH · from CHF 62.10/user/mo

CRM for SMEs with contact management and Outlook sync

SwissdecSwiss Made Software

Proffix CRM centralises contact and address management for SMEs. It tracks tasks and appointments, syncs with Outlook and Exchange, and integrates serial mailings and newsletter tools. Part of the Px5 suite, it also links telephony to customer data.

Features

Contact and customer management

Centralized access to contact data across Proffix
Configurable information windows for sales, contacts, documents and notes
Automatic display of alarm notes

Activities, tasks and appointments

Create and manage activities for addresses and contacts
Search and filter by address, employee, priority and date
Create recurring activities in batches
Update multiple statuses at once

Correspondence and mailings

Manage daily correspondence with templates
Create individual letters, serial letters and e-newsletters
Link generated correspondence to addresses
Trigger activity creation from a letter

Newsletter campaigns

Send e-newsletters via Outlook or server
Automated subscription and unsubscribe processes by newsletter type
Integration with CleverReach

Cross-module workflows

Automatically complete activities when qualifying order documents are locked
Create or update activities linked to purchasing events
Sync CRM appointments and tasks with the service-order module

Integrations and telephony

Sync CRM appointments and tasks with Outlook/Exchange
Incoming-call monitoring and caller identification
Click-to-dial, call logs and reports
Save call notes, date and duration as a service report

Pricing

Proffix Px5 Accounting Package

CHF 62.10 per user / month

Includes CRM module
12-month contract

CRM module requires at least the Address Management module. Pricing for other plans not publicly confirmed.

EU Trust Profile

What we verified against public sources, last checked 2026-10-28. Every point links to its evidence.

Documented data exportCSV, Excel
Evidence →

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Work at Proffix CRM?

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Proffix CRM — verified European company on tech-from-europe.eu

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Reviews

Recurring themes, synthesized from public reviews across portals.

What users value

Highly customizable with additional fields and tables
Web API enables integration with other systems and custom logic
Outlook synchronization for appointments, tasks and emails
Consolidates customer correspondence and activity history in one place
Links CRM with membership, invoicing, reminders and accounting

Where users see room to improve

· Advanced search fields can appear confusing at first
· Occasional interruptions in Swiss e-banking synchronization due to bank-interface changes

Integrations

Microsoft OutlookMicrosoft Exchange ServerCleverReachsearch.chMicrosoft Office

Proffix CRM: frequently asked questions

How much does Proffix CRM cost?: Proffix CRM starts at CHF 62.10/user/mo. CRM module requires at least the Address Management module. Pricing for other plans not publicly confirmed.
Which tools does Proffix CRM integrate with?: Proffix CRM connects with Microsoft Outlook, Microsoft Exchange Server, CleverReach, search.ch and Microsoft Office.

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Feature, pricing and integration details are based on web research (as of 2026-10-28), without guarantee, errors are possible. The vendor's website prevails.