Website enquiries, customers, quotes, QR invoices, stock and deadlines in one place. From first contact to payment, without jumping from one program to another.
Try it free for 30 days Explore the featuresNo credit card · ready in a few minutes · how the trial works (in Italian)
SecurGest brings customers, deals, documents, stock, deadlines and payments together in a single business application that runs in the browser. Data entered once travels on its own from the quote to the invoice, and all the way to the payment reminder.
Every morning the dashboard tells you where to start: the enquiries received from the website, the invoices to chase, the quotes and licences about to expire, the day's tasks and the figures for the period.
Nothing to install · your data stays yours · built for Switzerland.
EnlargeEvery feature is designed to save you time and to stop you leaving revenue on the table.
Every deal has its column: lead acquired, first contact, meeting, requirements analysis, offer submitted, negotiation. For each stage you see how many deals there are and what they are worth in francs, so you always know the value of the work in progress.
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EnlargeAn accepted quote becomes an invoice in one click, and so does a service report: customer, line items and prices carry over on their own. Offers, order confirmations and invoices come out as PDFs with your logo, generated on the server and identical for whoever receives them. The QR-bill has the structured address that banks require from 1 October 2026.
Contracts, licences and recurring fees with the expiry date always in view: “in 11 days”, “renewing”, “expired”. Reminders go out on their own at the thresholds you choose, from 60 days before to the day before, with the text you write, and they stop as soon as you record the renewal.
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EnlargeReceipts and payments month by month, with the running balance and, above all, how much you still have to collect and how long it has been overdue. The software tells you which invoices to chase, already at the right level: payment reminder, first reminder, final notice.
Enquiries from your website forms reach the dashboard already filled in, with the channel they came from — search, Google Ads, LinkedIn, newsletter — and the page through which the visitor arrived. You also see which companies visit your website, which pages they look at and for how long: if they are already customers or open deals, the software flags it.
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From the office, from home or at a customer's site, on a computer or a phone. Nothing to install or update: everyone works on the same data, and on the phone it can be added to the home screen like an app.
CHF and other currencies, UID/CHE numbers, 8.1% VAT, amounts in Swiss format, QR-bill and company data from the commercial register. In Italian, German, French and English.
Servers in Switzerland, a database reserved for your company and backups included, ready to download or restore. Export everything whenever you want.
For every customer you have the complete history: quotes, orders, invoices, licences and revenue year by year.
Permissions by module for each team member, two-step verification, automatic logout and an access log. Your accountant or fiduciary gets read-only access, limited to invoices and expenses.
Products and services with codes, prices and stock levels, low-stock alerts and price lists imported from Excel or PDF. If you sell online, your WooCommerce shop connects to it: products and web orders end up here.
Tasks assigned to each team member, with deadlines and priorities. Service jobs with the hours per customer, and service reports that become an invoice in one click.
Staff records with contracts and documents, and expense claims that management approves in one click.
E-mail campaigns to your contacts, with lists, scheduled sending and unsubscribes that take care of themselves.
Real screenshots of the software, with made-up sample data. Click to enlarge them.
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EnlargeYou sign up, choose the address of your software and within a few minutes you enter your first customer. No credit card and no commitment: if it is not for you, nothing happens when the trial ends.
Start the free trialWould you rather we showed it to you? Write to us and we will call you back.
