Management software for Consultants & Services

Q: Does the CRM manage a sales pipeline?

Yes, Kanban view of opportunities with stage tracking, closing probability, pipeline value and automatic reminders.

Q: Can I invoice recurring subscriptions?

Yes, the Invoicing module handles monthly, quarterly or annual subscriptions with automatic invoice generation.

Q: Can Nora AI help me on a daily basis?

Yes, Nora helps you write proposals, analyse your data, scan documents and answer questions about your business.

Q: Is time spent per project tracked?

Yes, each team member can enter their hours per task. Profitability reports by client, project and period.

Professional services

Consultants, fiduciaries, agencies, engineering firms — CRM, project management, invoicing and AI to drive your business.

Start free trial Try the demo

Discover Neoffice

An ERP tailored to your business

Explore how Neoffice fits into your daily workflow. Click the dots to discover each feature.

Professional services, accounting firms, consultants • 7-day free trial →

Your challenges

Daily challenges of a service provider

Sans Neoffice

Sales pipeline in a spreadsheet — no visibility, no tracking

Projects tracked by email — no overview

Recurring invoicing managed manually — frequent omissions

Documents scattered between Drive, email and desktop

Time not tracked — client profitability unknown

Modules essentiels

Ce que Neoffice fait pour vous

Accounting & Finance

Swiss SME chart of accounts, automated VAT, CAMT.053/054 bank reconciliation and complete financial reports. Multi-company accounting integrated into your ERP.

CRM & Client Relations

Capture, qualify and convert your leads into loyal clients. Kanban pipeline, full activity tracking and email campaigns integrated into your ERP.

Invoicing & Subscriptions

SIX-compliant QR invoices, recurring invoices, subscriptions, automatic reminders and bank reconciliation. All your Swiss invoicing in a single tool.

Document Management

Store, share and edit your documents securely from Neoffice. Real-time collaborative editing, company wiki and structured archiving — your centralised document workspace.

Project Management

Plan, track and deliver your projects with Kanban boards, Gantt charts and time tracking integrated into your ERP.

Nora — AI Assistant

Your intelligent assistant integrated into Neoffice. Chat with Nora via chat, WhatsApp or email in natural language, give her orders, automate document extraction and explore your business data with specialised AI agents.

In action