CRM and quotes
Every contact in its place, every quote followed through.
A CRM that fills itself with what the agents do, and quotes the AI drafts, you send, and the customer accepts online.
Screenshots of the demo workspace, a made-up business, taken on 18 October 2026.
What it does
- Files every request automatically, with its score and history.
- Shows the pipeline and today's tasks.
- Drafts the quote, calculates totals, sends it as a PDF.
- Lets the customer accept online, then follows up if they don't.
What stays in your hands
- Import from CSV, Excel, Google Contacts, Outlook, HubSpot.
- Full export at any time.
- Invoicing coming soon through an approved e-invoicing partner.
How it gets set up
Import your contacts
File, Google, Outlook or HubSpot.
Requests arrive filed
With their score.
The quote writes itself
You adjust it and send it.
The customer accepts online
And the deal moves to “won”.
Included from the Starter plan, at CHF 49 excl. tax a month. See pricing
Frequently asked questions
Can I invoice from Ablyos?
Not yet. Invoicing will come through an approved e-invoicing partner.
Does the AI set my prices?
The AI suggests starting line items; your prices stay yours and you approve every quote.
The other building blocks
See what Ablyos would do for your business.
Or explore a full demo account, no sign-up: made-up business, nothing is sent.