Your path: a planned CRM start
We move contacts and workflows from Excel and Outlook into a CRM cleanly — step by step, without disrupting daily business.
Act! Certified Consultant
CRM consulting — for SMBs in Switzerland
We help Swiss SMBs automate processes and delight customers — from the first conversation to day-to-day operations, billed in CHF.
Consulting assistant
Tell us where you stand — we come prepared
Four quick questions about your core CRM processes. Your answers prefill the request — and we come prepared to the free first consultation.
Your requirements profile — our proposal
Your path: retire the homegrown solution
We retire grown Access or FileMaker solutions in an orderly way — fields and data come along, the logic is rebuilt cleanly in the CRM.
Your path: switch CRM without losing data
We migrate your existing data and set up workflows so your team is back up to speed fast.
Your path: extend Act! where it counts
We check where your Act! slows you down today and add exactly the modules missing in daily work.
Module: newsletters and campaigns
Act! Marketing Automation sends campaigns right from the CRM — from €79 per account/month.
Module: telephony with GiPhone
Start and log calls right on the contact — SIP telephony instead of an old TAPI dialer.
Module: AI automation
AI takes over recurring work — from filing emails to creating follow-up tasks.
Your answers are not stored — they only prefill your request. The first consultation is free.
Your benefits
Why CRM consulting?
We bring years of experience delivering CRM projects — for faster processes, more targeted marketing and more revenue.
End-to-end consulting
We involve everyone — from the board to staff — and define goals that deliver results.
Tailored solutions
Like a Swiss army knife: the right function ready for every situation.
Experienced experts
Our experts lay the foundation for your project and help define requirements.
“
The goal is a CRM solution that fits seamlessly into your system landscape and lifts your business to the next level.
HartCon.24 — your companion for CRM, hosting and software development.How it works
How our CRM consulting works
Four steps, one principle: first we understand your day-to-day, then we recommend technology — not the other way round.
1. Listen and understand
We look at your workflows, your team and your goals — free and without obligation.
2. Concept and recommendation
You get a clear proposal with effort and benefit — understandable, no jargon.
3. Rollout and automation
Rollout, data migration, integrations — and where it pays off, we automate with AI.
See AI examples →4. Training and operations
Your team learns to use the system day to day — and we stay on board afterwards.
Go to CRM training →Who it's for
CRM consulting that fits your organisation
CRM consulting for the mid-market
From five-person teams to grown businesses — pragmatic solutions instead of enterprise projects.
Associations and organisations
Member management with special requirements — our daily work for years, for example for pharmacist associations.
Teams making the switch
Still working in Excel and Outlook? We move your data into a CRM cleanly — without disrupting daily business.
From Excel to CRM →Cost and duration
Transparent from the start — how we work
No open-ended timesheets, no surprises: before every step you know what it delivers and what it costs.
Free first consultation
We listen and tell you honestly whether and how we can help — no obligation.
Quote with a clear scope
Before we start you know the steps and costs; billing is by effort in 15-minute increments.
First results within weeks
We start with one clearly scoped first step — instead of waiting months for a big project.
Checklist
How to recognise good CRM consulting
Six points that CRM consulting for SMBs should meet — use them to measure any offer, including ours.
Process before technology
Your workflows are understood first, then a system is recommended — not the other way round.
Clear scope
A quote with defined steps instead of open-ended timesheets.
Data migration with checks
Existing data is validated and cleaned, not simply copied.
Training included in the plan
The team is enabled — otherwise even the best CRM goes unused.
Certified expertise
Act! Certified Consultant — proven knowledge instead of trial and error at your expense.
Support after go-live
Your contacts stay on board even after the project is complete.
Here for you in Switzerland
Support for Swiss customers
Swiss phone number
Reach us at +41 44 500 27 09 — Mon–Fri 8:30 am–5:30 pm.
Billing in CHF
Quotes and invoices in Swiss francs — with a Swiss QR bill for direct payment.
Swiss terms and privacy
Separate terms apply to Swiss customers; privacy under the revised Swiss data protection act.
Frequently asked questions
What does CRM consulting cost?+
The first conversation costs nothing — we listen and tell you honestly whether and how we can help. After that you get a quote with a clear scope before any costs arise.
Is CRM consulting worth it for small businesses?+
Especially there: small teams have little time for experiments. A short consultation prevents costly false starts — and a lean first step is often enough instead of a big project.
Consulting or rollout — what's the difference?+
Consulting clarifies what you need: processes, goals, the right solution. The rollout delivers it — setup, data migration, integrations and training. With us, both come from one source.
Are you tied to one vendor?+
We specialise in Act! and are certified as an Act! Certified Consultant — that depth is our strength. If Act! is not the right fit for you, we tell you openly.
How long does a rollout take in a mid-sized business?+
Depending on scope, from a few weeks to a few months. We deliberately start with one clearly scoped first step — so you see results early instead of waiting for a big-bang project.
What does CRM consulting bring my organization?+
It helps make customer relationships more efficient and boost revenue. You save time and resources to invest in your core business.
How does a CRM consultation work?+
We start with the bird's-eye view: which processes can improve? How are relationships organized? Then we develop a tailored strategy.
How does my team use the CRM effectively?+
Success goes beyond technology. We deliver tailored training so your team understands the system better and uses it more efficiently.
Let's talk.
Get a free initial consultation — we take your business to the next level.