Customer relationship management (CRM)
Prospects, customers, pipeline and activities, unified as the foundation of the whole company.
Complete ERP
Complete ERP for Swiss companies: CRM, accounting, stock, projects
CRM, accounting, stock, projects, support and documents brought together in a single, unified IT system, where data moves from one function to the next with no re-keying. Deployed in stages on the platform that suits your context, with AI agents built in.
In brief
What is a complete, integrated ERP for a Swiss company?
A complete ERP is one system that brings CRM, accounting, stock, projects, support and documents together, with no disconnected tools or double entry. Djtal, the operational AI specialist for Swiss companies, deploys it on the platform that suits your context (Zoho, Odoo or Microsoft Dynamics), builds in AI agents and handles the data migration, rolled out in phases.
The situation
Ten separate tools mean ten times the data entry.
Many companies pile up software over the years: a CRM here, an accounting package there, a spreadsheet for stock, a mailbox for support. Every piece of information gets re-keyed, the figures differ depending on which tool displays them, and nobody has the full picture. Arcus Legal, a law firm, runs on a full Zoho One set-up covering time recording, cases, invoicing and documents. Connected to that foundation, AI then takes over the sorting and the re-keying. Everything rests on clean, properly migrated data.
What the system covers
One foundation, every function.
Depending on your context, we activate the areas you need (and only those) on the most suitable ERP platform, whether Zoho One (our core expertise, about EUR 37 per user a month for over 50 applications), Odoo or Microsoft Dynamics 365.
Accounting & finance
Invoicing, payments, expense claims, reconciliation and reporting, all in Zoho Books.
Stock & purchasing
Multi-site inventory, suppliers, orders and barcodes, connected to sales and accounting.
Projects & services
Project tracking, time recording, milestones and stage-based invoicing.
Customer support
Tickets, a knowledge base and a customer portal, with AI-assisted sorting and summaries.
Documents & HR
Document management, contracts and staff records, kept in the same place as everything else.
Our approach
Two or three processes first.
01
Initial audit
Half a day to map your processes, your current tools and your priorities. CHF 800 excl. VAT, with no obligation to continue.
02
Foundation, then extensions
We start with the two or three processes that have the greatest impact, validate, then extend, one stage at a time.
03
Data migration
Transferring, cleaning and importing your existing data. A discipline in its own right, which we handle end to end.
04
Handing over autonomy
Your teams learn on the job during set-up. At go-live, the tool is yours, and you can develop it further in-house, or with us if you prefer.
Why Djtal
Integration since 2017, connected to AI.
Proven expertise
Authorized Zoho Partner since 2017 (our core expertise), with hands-on experience of Odoo and Microsoft Dynamics too, backed by around ten complete implementations and dozens of business applications in production.
Data is a discipline in its own right
Migration and clean-up of your existing data, handled end to end. It is the stage most providers underestimate.
Operational AI
AI is connected to the processes you run every day, where it takes over data entry, sorting and reporting.
Frequently asked questions
Questions to settle before you choose an ERP.
Should we choose Zoho, Odoo or Microsoft Dynamics for our ERP?
Zoho One is Djtal's core expertise (Authorized Zoho Partner since 2017) and covers every function under a single licence, at about EUR 37 per user a month for over 50 applications. Odoo is the right choice when open source and data sovereignty come first, and Dynamics 365 when your organisation already runs on Microsoft 365. Djtal's initial audit recommends the platform that fits your processes.
How much does it cost to set up a complete ERP?
Scoping starts with a half-day initial audit at CHF 800 excl. VAT, with no obligation to continue. Deployment is then rolled out in stages (the two or three highest-impact processes first, validation, then extension), so the budget tracks the value delivered.
Do we have to migrate everything at once?
No. We start with the foundation, validate, then extend. The budget tracks the value delivered at each stage.
What happens to our existing data?
It is transferred, cleaned and imported by Djtal end to end, up to hundreds of thousands of records (about 100,000 contacts migrated and cleaned for FRC). Our data migration and quality page covers this in detail.
Will we be able to run it ourselves after go-live?
Yes, that is the purpose of the last stage. Your teams learn on the job during set-up. At go-live, the tool is yours, and you can develop it further in-house, or with Djtal if you prefer.
Get started
Start by mapping your systems.
A half-day initial audit to see where you stand, what connects and where to begin. CHF 800 excl. VAT, with no commitment beyond it.
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