Smart CRM

Transparency. Performance. Growth

All teams use the same data, AI prioritizes the next steps and automation takes over routines.

Core elements:

A single source of truth:

All customer data, deals and activities are centrally linked – from lead acquisition to service.

Automatically activated:

Workflows react to defined triggers, maintain data themselves and control follow-ups, offers or escalations automatically.

AI in day-to-day business:

Opportunities, risks and next-best-actions are identified at an early stage – before potential remains untapped or deals are lost.

Sales data-based instead of intuitive:

Standardized processes, real-time KPIs and clear forecasts – with transparent dashboards for every pipeline.

More focus, less administration:

AI reduces manual tasks, prioritizes activities and creates more time for relationships and closing deals.

Sales powerhouse instead of black box:

Transparent, controllable sales thanks to AI – with precise forecasts, clear priorities and better closing rates.

Growing with the business:

Flexible modeling for teams, use cases and new go-to-market models – nationally and internationally.

One system, one data model

Marketing, Sales, Service and Operations access the same up-to-date data.

AI integrated at the core

AI is central to the system – from precise forecasts and intelligent recommendations to the early identification of customer potential.

Automation everywhere

Processes run automatically, with clear triggers and workflows that connect systems and teams.

Data Hub

Cleanses, synchronizes and links data from third-party systems – for precise decisions.

360° view

Every customer contact is traceable, every process transparent – in real time.

Scalable and secure

Grows with the company, remains stable and user-friendly.

Lead & Deal Scoring

Probabilities of completion
and priorities in real time.

Predictive forecasting

More reliable sales forecasts.

Next Best Action

Recommendations per contact, deal or ticket.

Customer Health & Churn Alerts

Recognize risks early, act proactively.

Generative assistance

E-mail drafts, summaries, snippets, playbooks.

AI agents

Prospecting, Pre-Sales Web, Closing, Handoff, Retention

Lead Routing: Score reached → automatic assignment to Sales.

Follow-up: Offer sent → Reminder workflow → Signature reminder.

Onboarding: Deal "won" → Project, portal and kick-off mail created automatically.

Renewal: 90/30/7 days before expiration → automatic communication & upsell notices.

New website with HubSpot.

Our foundation Passion Schneesport has experienced a remarkable collaboration with business4you AG in the area of web design and website development. Thanks to the work of business4you AG, we were able to achieve a fresh, new and above all clear website that fully meets our needs and requirements. What is particularly noteworthy is the uncomplicated, open and transparent nature of the collaboration. We are happy to recommend business4you AG because they really are professionals in what they do. business4you AG is definitely a trustworthy and valued partner for us.

- Karin Lanz, Passion Schneesport

A strong result thanks to the expertise of business4you

As the Biel-Seeland Chamber of Commerce, we have taken a big step towards the digital future together with business4you. Our previous annual report has been completely digitized. This has significantly simplified the entire production process, made processes clearer and noticeably reduced our costs. With the introduction of HubSpot's Smart CRM, we were able to take our member management to a new level. Recurring processes are now efficiently automated, newsletter marketing runs directly in HubSpot and all data is finally managed centrally in one place. This has made handling for our office noticeably easier and faster. We were particularly impressed by the professional, personal and consistently competent support provided by business4you. The team thinks along with us, understands our needs immediately and delivers solutions that really work. The implementation was remarkably short, clearly structured and precisely tailored to our requirements. We are delighted and can recommend business4you as a HubSpot partner to anyone who wants to make their organization more digital, efficient and customer-oriented.

- Noah Caradonna, Biel-Seeland Chamber of Commerce

New website and CRM

At Affinitas AG, we had the positive experience that business4you AG provided us with excellent support in the implementation of a new CRM and the creation of a completely new website including web design and CMS on HubSpot. Thanks to their support, our website now has an intuitive layout, our CI/CD has improved considerably and we benefit from greater findability through the effective use of SEO and keywords. In addition, they have actively supported us in setting up Google and LinkedIn ads and in creating a new blog with a corresponding roadmap for content implementation. We would particularly like to praise the expertise and strong team spirit of all the experts at business4you. Our collaboration was efficient, professional and always on an equal footing. We would not hesitate to call on their expertise again for future projects.

- Roger Weber, Affinitas

Successful replacement of the event management software & CRM

We were able to work together excellently with business4you AG on a challenging event management project. Under their guidance, we were able to successfully replace the old system and make processes more efficient and less error-prone. Important aspects such as the interface design to the event management tool, the migration of customer and company data and the implementation of various business use cases were handled carefully and competently by business4you. Particularly noteworthy are the availability, empathy and expertise in CRM and work processes, which give this company unique qualities.

- Thomas Gürlet, NZZ Connect

Top website development by business4you

The collaboration with business4you AG in the area of website development and web design, including the use of HubDB, has proven to be extremely valuable in many ways. The remarkable results we saw following the project spoke volumes. This was particularly visible in the form of our new website, which is not only well structured, but also offers comprehensible and appealing content for our target groups. The compelling design underlines the quality of our products and reflects our corporate values. The unique strength and quality that characterizes business4you is the collaborative partnership and open communication we experienced throughout the process. Despite the complexity of the project, the dedicated and professional team guided us smoothly through the various phases and delivered an excellent result. This positive experience makes business4you AG a highly recommended partner for future projects. And it's not over yet: We look forward to continuing our adventure in digitizing our marketing and sales processes with business4you. Now it's just getting started!

- Marco Reber, Gasser Ceramic

Services offered: Website development

Success story from a picture book

The redesign of our website was completely blocked and stuck and we didn't know what to do next. The business4you team got us out of the impasse and implemented the new HubSpot website in record time. We were quickly equipped for the full range of responsive marketing. The blog, newsletter and some of the content are ready. Now the ball is back in our court and we have to procure content. But here, too, business4you is committed to helping and offers interesting collaboration models. The only disadvantage: business4you is addictive! We are already working on various new projects. Customer portal, implementation of the complete sales pipeline in the repair department, connection to SAP, etc. We can recommend business4you as a partner without reservation!

- Daniel Steiger, EMCH Aufzüge AG

Leaves nothing to be desired

After business4you set up our website and blog with the HubSpot CMS, they support and advise us from A to Z, from marketing automation to newsletter templates. Absolutely reliable, we don't have to worry about anything anymore. We recommend business4you with a clear conscience.

Moni Süss, GLB

Very satisfied with business4you AG and HubSpot

We have been working successfully with HubSpot for our website and our various newsletters for over a year now and are very satisfied with the agency and the solution. We are in regular contact and always feel well advised :)

- (Häusler), M.

They do everything to make us successful

From onboarding to continuous improvement, business4you helps us to get the best out of HubSpot. Many new features are explained and put into production. The focus is on growing our customer base and improving our conversion rate. They are doing a great job, thank you. We can highly recommend them.

- Renato Stalder, ePost Service AG

1. alignment – creating common ground
2. scoping – big picture & priorities
3. concept – clarity before implementation
4. implementation – agile & transparent
5. introduction & hypercare
6. customer success & further development

Six steps

Alignment – creating common ground

Goals, processes and KPIs are jointly understood and prioritized.

→ Goal: a common picture and clear criteria for success.

Six steps

Scoping – Big Picture & Priorities

Define work packages, determine MVP, develop budget and roadmap.

→ Goal: quick benefits instead of over-complexity.

Six steps

Concept – clarity before implementation

Define use cases, data flows, roles and automations; technical blueprint as a basis.

→ Goal: security, efficiency and scalability.

Six steps

Implementation – agile & transparent

Iterative implementation with tests, feedback loops and AI-supported process optimization.

→ Goal: stable, practical solution.

Six steps

Introduction & Hypercare

Accompanied go-live, train-the-trainer approach, direct expert hotline.

→ Goal: smooth start and high acceptance.

Six steps

Customer success & further development

Refine processes, expand dashboards, activate new functions, empower teams.

→ Goal: sustainable, data-based growth.

Before		After
distributed, non-uniform	Data	centralized, cleansed, up-to-date
manual, inconsistent	Processes	automated, scalable
inaccurate	Forecast	precise, AI-supported
siloed	Collaboration	integrated, transparent
reactive	Customer loyalty	proactive, strong loyalty
protracted	Time-to-value	fast through MVP & quick wins

As one of the few providers in Switzerland, business4you delivers the entire process through in-house expert teams. Consulting, strategy, technical blueprinting, IT architecture, implementation and continuous development are handled fully in-house, including proprietary IT and integration development.

Our way of working is agile, structured and client-specific – MVP-first, quick wins and clear roadmaps.

This consolidated expertise increases efficiency, reduces interface risks and accelerates delivery. Clients benefit from transparent processes, measurable outcomes and a CRM that not only works technically, but delivers tangible value in day-to-day operations.

Ready to talk
with us

Smart CRM

Data unified. Processes connected. Teams empowered.

What is a Smart CRM?

Core elements:

A single source of truth:

Automatically activated:

AI in day-to-day business:

Sales data-based instead of intuitive:

More focus, less administration:

Sales powerhouse instead of black box:

Growing with the business:

The 8 central CRM objects

Why HubSpot's Smart CRM is convincing

One system, one data model

AI integrated at the core

Automation everywhere

Data Hub

360° view

Scalable and secure

AI in Smart CRM - concrete and usable

Lead & Deal Scoring

Predictive forecasting

Next Best Action

Customer Health & Churn Alerts

Generative assistance

AI agents

Discuss your project idea –no obligation, friendly and straightforward

Automations with trigger points – when the system thinks for itself

Examples:

What our customers say

- Karin Lanz, Passion Schneesport

- Noah Caradonna, Biel-Seeland Chamber of Commerce

- Roger Weber, Affinitas

- Thomas Gürlet, NZZ Connect

- Marco Reber, Gasser Ceramic

- Daniel Steiger, EMCH Aufzüge AG

Moni Süss, GLB

- (Häusler), M.

- Renato Stalder, ePost Service AG

The path to a functioning CRM – our approach

1. alignment – creating common ground

2. scoping – big picture & priorities

3. concept – clarity before implementation

4. implementation – agile & transparent

5. introduction & hypercare

6. customer success & further development

Alignment – creating common ground

Scoping – Big Picture & Priorities

Concept – clarity before implementation

Implementation – agile & transparent

Introduction & Hypercare

Customer success & further development

Transform your company with Smart CRM

Why business4you - End-to-end from a single source

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End-to-end from a single source