Services
Platform & Automation
CRM, data flows, and dashboards for teams in French-speaking Switzerland: we reduce operational friction without multiplying unnecessary tools.
Contexte
Value proposition
From Geneva, we connect your existing building blocks where it makes sense: n8n, APIs, lightweight warehouses, or controlled exports.
Less copy-paste, more traceability — every automation has a named business owner. Digital consulting helps prioritise flows before development.
Solutions
Our solutions
Industrialise without bloat: clean UX, documentation, and supervision.
01
Automation
Data, documents, and alerts: scenarios tested before production.
02
Custom CRM
Forms, stages, and permissions: aligned with your commercial reality.
03
Dashboards
Consolidated KPIs; exports for finance or leadership when needed.
Delivery
Our process
Discovery
1–2 weeks — Scoping workshops + map of systems already in place.
Design
2–3 weeks — Flow diagram, lightweight mockups, tech choices validated with IT.
Development
8–20 weeks — Two-week sprints; continuous acceptance testing with pilot users.
Go-live
1–2 weeks — Run documentation, handover, and short post go-live hotline.
Evolution
Ongoing — Shared product backlog; fixes and new integrations planned.
Impact
Observed results
Manual entry
−60–75%
Copy-paste reduction on targeted flows (CRM, exports, alerts) once automation is stable in production.
Target go-live
3–5 months
Typical duration for a complete CRM or workflow module; sometimes less for a single connector.
Operational alerts
< 24 h
Notification delay on critical flow anomalies configured with a named business owner.
Documentation
Run
Usable playbook, handover, and short post-deployment hotline — no black box.
FAQ
Frequently asked questions
Budget, timelines, and platform scope — detailed answers before committing to a custom project.
Key concepts
What budget for a custom platform?
We quote after a scoping workshop: functional scope, number of integrations, legal requirements, and customisation level move the curve. A targeted automation can start in a few weeks; a full CRM platform often takes three to six months. We present several scenarios (MVP, full, evolutive) with effort and risk. No serious quote without mapping your existing systems.
Custom CRM: what does that mean?
A CRM shaped to your sales stages, user permissions, and real reporting — not a rigid generic template. We map pipeline, follow-ups, handoffs between teams, and finance exports. Forms, stages, and dashboards reflect your commercial reality in French-speaking Switzerland. The goal is fewer clicks and more traceability, not more unnecessary fields.
Strategy & execution
How long for a platform project?
Often three to six months for a complete module (CRM, dashboard, or multi-system automation chain). Sometimes two to four weeks for a single connector or a well-bounded n8n flow. We deliver in two-week sprints with continuous acceptance testing and pilot users. Exact timeline depends on IT availability and API access.
Why work with a local agency in Geneva?
Proximity for scoping workshops, on-site acceptance testing, and business team training. We understand Swiss quality expectations: documentation, data compliance, FR/EN bilingualism when needed. Aligned time zones speed arbitration when a flow blocks in production. Not mandatory for every project — but it reduces friction on sensitive builds.
Measurement & follow-up
How do you ensure maintainability after go-live?
Run documentation, named business owners per automation, short hotline included post deployment. We avoid exotic stacks without local support; we favour n8n, standard APIs, and controlled exports. A shared product backlog with IT plans fixes and new integrations. You can also take over internally: explicit handover, no hidden dependency.
Platform
Industrialise your processes
Workshop to list priority actions and technical risks before commitment.