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Modules · CRM

A CRM that knows your sales reps because it lives in your HR system

Accounts, contacts, opportunities, quotes and commissions, in the same tool as your employee records. Your sales reps’ time, expenses, absences and departures are linked to the CRM. A won deal becomes a project, and its commission goes to payroll once approved.

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app.illizeo.meIllizeoDashboardAccountsContactsOpportunitiesQuotesMy activitiesMicrosoft 365CommissionsOpportunities · New customersLMQualification10%CHF 42,000Fleet 2027Alpenrand SACHF 24,000Annual auditRivage ConseilCHF 18,000Discovery25%CHF 61,500Site extensionBrévine IndustrieCHF 39,000TrainingLacustre SàrlCHF 22,500Proposal50%CHF 87,000Framework dealNovaterm SACHF 55,000MaintenanceAtelier NordCHF 32,000Negotiation75%CHF 48,000RenewalCombe ÉnergieCHF 48,000Won100%CHF 64,000Roll-outVallon SantéCHF 64,000
The opportunity pipeline: one column per stage, with its probability and totals (sample data).

Your customer relationships, in one place

Accounts

Prospects, customers, suppliers, partners or public bodies. The record brings together legal identifiers, addresses, contacts, opportunities, quotes and activities.

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Contacts

Contact details, contact preferences and legal basis. A contact can be attached to several accounts and keeps their full history.

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Duplicates and merging

The CRM spots likely duplicates: same legal identifier, similar name, same domain, email or phone number. You merge them, or dismiss the pair.

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Activities and “My activities”

Notes, tasks, calls, meetings and emails, always attached to an account. “My activities” shows what you have to do. An activity can stay private.

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Opportunities and pipelines

Kanban or list view, a probability for each stage, required fields to enter a stage and a mandatory loss reason. Several pipelines if you need them, for renewals for example.

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Catalogue and quotes

Quotes built from your catalogue, in several currencies and languages, with approval of large discounts, sending by email and electronic signature.

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From the first conversation to the commission

One tool follows the deal, the project it turns into and the sales rep’s pay.

  1. 1

    Qualify

    Sales reps

    The account, its contacts and the opportunity, with each person’s role: decision-maker, influencer, user.

  2. 2

    Price

    Sales repsManagers

    A quote built from the catalogue. Above the discount threshold, it goes for approval.

  3. 3

    Sign

    Sales reps

    Sent by email and signed electronically. Once signed, the quote is accepted, and one click moves the opportunity to Won.

  4. 4

    Start the project

    Sales repsWorkflow

    The project takes over the deal’s client, contact, name and budget. A workflow can create it on signature.

  5. 5

    Pay

    AutomaticManagersPayroll

    On the 1st of the month, the commission statement is calculated, approved by a person, then sent to payroll as a bonus.

Your sales reps are also your employees

The CRM knows what your HR system already knows about them: their time, their expenses, their absences and their departure.

  • Time and expenses charged: a timesheet or an expense claim can point to an account or an opportunity, just as it would to a project.
  • Acquisition cost: the Pre-sales tab adds up valued time and approved expenses. No salary is read, only the CRM’s hourly rates.
  • Absences: the substitute named on an approved absence follows the absent rep’s tasks for the day. The reason for the absence is never read.
  • Departures: the portfolio goes to a successor, by hand or through a workflow. Otherwise, it passes to the manager on the night after the leaving date.
  • Teams: the “My team” scope follows reporting lines on contracts. A change of manager applies with nothing to retype.

Learn more about the CRM and HR

app.illizeo.meIllizeoDashboardAccountsContactsOpportunitiesQuotesMy activitiesMicrosoft 365CommissionsRenewal · Combe ÉnergieLMOverviewTimelineQuotesPre-salesAcquisition costCHF 6,480Valued time + expensesTime charged38 hValue: CHF 4,940ExpensesCHF 1,5403 approved expensesTime per personLéa Martin22 hKarim Benali12 hSophie Rey4 h✓Valued at the CRM’s hourly rates: no salary is ever read.
An opportunity’s Pre-sales tab: time, expenses and acquisition cost (sample data).

Commissions, from signed deals to payroll bonuses

Commission plans
Flat rate or tiers, an accelerator above target, a monthly cap. A plan applies to groups or to the whole company.
Deal split
A deal signed by several reps is split in percentages, adding up to 100%.
Monthly statement
On the 1st of each month, one statement per sales rep, detailed deal by deal.
Approval
The statement goes through an approval workflow. No commission is paid without a person’s decision, and reps never approve their own statement.
Payroll
Once approved, the statement becomes a bonus on the rep’s payroll, labelled CRM commission.
Adjustments
A deal already paid that is reopened, lost or deleted comes back as a negative line on the next statement.

In Performance, a key result can use the CRM as its source: amount won, deals won or new accounts, updated automatically. Learn more about commissions

Steer your sales activity

Dashboard

Open pipeline, won versus target, win rate, forecast, stage conversion, durations and loss reasons.

Sales targets

Per sales rep, by month, quarter or year. They feed the dashboard, commission accelerators and Performance.

Every figure explained

Click a figure to see the deals behind it. PDF export, a “My pipeline” tile on the home page and reports in People Analytics.

Learn more about the dashboard and targets

Customer history that fills itself in from Outlook

Each person connects their own Microsoft 365 account. Illizeo reads your mailbox and calendar, and never writes to them.

  • Logged emails: once you tick email logging, your exchanges with CRM contacts go into their timeline. An email marked Private or Confidential is never logged.
  • E-mails to handle: an Outlook folder of your choice, or the workspace’s forwarding address, feeds your personal queue.
  • Suggested meetings: your Outlook meetings with a contact become activities in one click.
  • Teams: won deals can be announced in a channel, with or without their amount.

Learn more about Microsoft 365 in the CRM

app.illizeo.meIllizeoDashboardAccountsContactsOpportunitiesQuotesMy activitiesMicrosoft 365CommissionsMicrosoft 365 · E-mails to handleLMTo handleHandledIgnoredJulie Perrin · Vallon SantéMeeting request for a second sitePrepare the recordsMarc Duval · Atelier NordQuestions about maintenancePrepare the recordsNadia RocheContact requestPrepare the recordsPrepare the records with AISuggested by AI✓ORGANISATIONUpdate of Vallon Santé✓CONTACTJulie Perrin · Management✓OPPORTUNITYSecond site · Qualification✓TASKCall back · in one weekProposed reply: copy it into your mailboxCreate the records
The e-mails to handle queue: the AI prepares the records, you decide (sample data).

AI that prepares, while you decide

Nothing is created or sent without you: each suggestion is reviewed, corrected, then confirmed or copied.

Summarise and estimate

A summary of an account or an opportunity. For an open deal, an indicative score from 0 to 100, explained through four signals measured by Illizeo.

Prepare a meeting

Open points, recent exchanges and what to bring. After the meeting, a draft follow-up email to copy into your mailbox.

From an email to records

The AI reads an incoming email and its attachments, then suggests the account, contact, opportunity and tasks. Nothing is created until you confirm.

The AI only reads what you can already read. Private emails and your colleagues’ private activities are never sent to it. It is off by default and billed on usage, within a monthly cap. Learn more about AI in the CRM

The CRM in your pocket, even offline

Illizeo’s mobile app takes the essentials of the CRM out to your meetings.

  • One tap: find an account or a contact, call them, email them or get directions.
  • Visit reports: a note, typed or dictated with the keyboard microphone, an outcome and, if needed, a follow-up task.
  • No network: the report is kept on the phone and sent once the network is back, only once.
  • Day to day: your activities for the day, and moving an opportunity to another stage.
  • Preferences respected: a contact who refuses calls has no Call button.

Learn more about the mobile app

9:41CRM‹Kept on the phoneIt will be sent once the network is back.Combe ÉnergieRue du Lac 12, 1400 YverdonCallEmailDirectionsReport on a visitCONTACTSTBThomas BlancTechnical directorMainAMAnne MeierPurchasingOPEN OPPORTUNITIESRenewalNegotiation · signing 15 DecCHF 48,000
An account record in the mobile app (sample data).

Beyond sales

For networks, associations and economic development teams, the same CRM follows cases, members and events.

Follow-up pipelines

A business set-up request, a support programme or an application for assistance moves through stages like a deal, but with no amount and no probability.

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Memberships and dues

Clubs and rate scales, dues calls as PDFs, email reminders on the club’s schedule and payment recording. An organisation has one record, even when it belongs to several clubs.

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Events

Invitations, a public registration page with no account needed, a waiting list, a reminder the day before and on-site attendance tracking.

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The CRM also keeps links between organisations (member of, partner of…) and follows projects that bring several of them together. Learn more

Your data, under control

Contact data protection

Objections recorded from the contact record, retention periods, export and erasure of a contact’s data, under the GDPR and the Swiss FADP.

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Approvals

Creating records, changing sensitive fields, sending a quote or a dues call: you choose what waits for a human decision. By default, nothing is submitted.

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Import, export and API

An import wizard that recognises HubSpot, Pipedrive, Zoho CRM and Salesforce exports, a dry run before anything is written, a full module export and a public API.

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Who does what

Sales reps

Sell

  • Follow their accounts and opportunities
  • Write and send their quotes
  • Report on their visits, on mobile too
  • Read their commission statements

Sales managers

Steer

  • Follow their team’s dashboard
  • Calculate and submit the team’s statements
  • ApprovalDecide on their reps’ discounts and statements

Payroll

Pay

  • Reads all statements and plans
  • Sends pending approved statements to payroll
  • Chooses the contract when several are running

CRM administrator

Configure

  • Sets up pipelines, quotes, taxes and scopes
  • Creates commission plans
  • Chooses what requires approval
  • Switches on AI and integrations

Connected to the rest of Illizeo

What it receives

Employee recordReporting lines on contracts shape the teams. A departure triggers the portfolio handover.
Time tracking and expensesTime and expenses charged to an account or an opportunity make up the acquisition cost.
AbsencesThe substitute on an approved absence follows the rep’s tasks.
CRMIllizeo module

What it feeds

ProjectsA won deal becomes a project, with its client, contact and budget. Learn more
PayrollApproved commission statements become bonuses.
Performance and People AnalyticsWon deals feed objectives; CRM reports are available in People Analytics.

And with your tools

Microsoft 365, automation and API: the CRM opens up to your information system.

Outlookemails and calendarTeamswon dealsPower Automateconnectorn8nworkflow templateWebhookssignedAPIpublic

Your sales and your people, in one tool

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