Own product · React/TypeScript · Multi-tenant

impulsCRM: The business suite for SMEs

impulsCRM brings customers, quotes, orders and invoices together in a single full-stack platform: from the KPI dashboard and time tracking to invoicing with Swiss QR-bill – extensible through a plugin system with 18 modules, including bexio synchronisation, Stripe payments and an integrated AI agent.

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Modules

What impulsCRM covers

One system instead of Excel: every area can be used directly in the application – no detours, no add-on tools.

ERP & CRM · Full-Stack · Web

Customer management with complete master data
Quotes, orders and invoices – with conversion as part of the workflow
Delivery notes and invoice PDFs with Swiss QR payment slip
Invoice links with public access and online payment
Time tracking with hourly rates and automatic invoicing
KPI dashboard with charts and recent activity
Company settings: IBAN, VAT, document prefixes, payment terms

Benefit: Swiss SMEs use it to replace scattered tools and Excel lists with one system that covers the entire billing cycle – from the quote and the delivery note through to payment. The multi-tenant architecture allows it to run for your own company as well as a white-label platform for your clients.

App gallery

A closer look: this is impulsCRM

Real views from the application – desktop, dark mode and mobile. One click opens the screenshot in full view – right here on this page.

impulsCRM KPI dashboard in light mode: key figures, charts and recent activity — KPI dashboard (light)

impulsCRM KPI dashboard in dark mode — KPI dashboard (dark mode)

Customer overview in impulsCRM — Customer overview

Customer detail view with master data in impulsCRM — Customer detail

Quote detail view in impulsCRM — Quote detail

Order detail view in impulsCRM — Order detail

Invoice detail view with Swiss QR-bill in impulsCRM — Invoice detail

List of support contracts in impulsCRM — Support contracts

Detail view of a support contract in impulsCRM — Support contract

Product and item list in impulsCRM — Products & items

Time tracking view in impulsCRM — Time tracking

Expenses and costs view in impulsCRM — Expenses & costs

Credit note list in impulsCRM — Credit notes

Delivery notes in impulsCRM — Delivery notes

Recurring and subscription invoices in impulsCRM — Recurring invoices

Configurable web form in impulsCRM — Web form

Public customer portal view of a quote in impulsCRM — Customer portal: quote

Public customer portal view of an invoice in impulsCRM — Customer portal: invoice

Public customer portal view of a support contract in impulsCRM — Customer portal: support contract

impulsCRM quote detail view in dark mode — Quote detail (dark mode)

impulsCRM KPI dashboard on a mobile device — Mobile: Dashboard

impulsCRM invoice list on a mobile device — Mobile: invoices

impulsCRM quote detail view on a mobile device — Mobile: quote

impulsCRM customer portal view on a mobile device — Mobile: customer portal

AI · Agents · Insights

The AI in impulsCRM: what it does in the system

impulsCRM is not a CRM with AI bolted on as an extra: the AI assistant is built directly into the system – with access to your real business data, with its own tools for taking action and with full traceability.

AI assistant · Agent tools · Automation · Insights

AI assistant in the chat: Ask via the chat panel directly on the main screens (quotes, invoices, orders, customers) – e.g. “Create an invoice for customer X for CHF 850”. With conversation history and streaming responses. The AI automatically calculates with your company settings: currency, VAT rate, payment term and Swiss rounding.
An agent with real actions: The AI agent runs up to 10 tool calls per response – more than 20 tools in 8 categories: create and search customers, create invoices, find overdue ones and mark them as paid, create quotes, look up orders and products, record expenses, analyse KPIs and summarise unbilled time entries.
Secure and traceable: Before creating any data (invoice, quote), the AI asks for confirmation. Every agent run is recorded in the agent log – action, input, result, duration – visible to administrators.
Business analysis on request: Revenue by month and by customer, expense summaries, recommendations on overdue invoices and open quotes – the AI analyses your key figures and suggests actions.
AI Insights in the KPI dashboard: The system generates the key insights into your current business situation (revenue, due dates, open quotes, expenses) – refreshable at the click of a button, with a one-hour cache.
Automation rules: “If-then” rules: triggered by events or schedules (cron), with conditions on any field and actions such as creating/updating a record, sending an email, a notification or an AI action – managed in the AI section.
Customisable: The model endpoint is configurable – from cloud models to local AI models (OpenAI-compatible endpoint), so impulsCRM can run entirely without a third-party cloud: your data stays local in operation. Model, API key, temperature and token limit can be set per tenant – bilingual German/English.

Benefit: Your staff ask the system in plain language and get the job done straight away – from an ad hoc invoice to the monthly report. This saves routine work, spots overdue receivables and unbilled time earlier and makes the use of AI in your business transparent: every action confirmed and logged, no “black box”.

Plugin system

Extensible wherever it helps your business

impulsCRM has a modular design: 18 plugins extend the core exactly where your business connects to other systems – from accounting and payments to automation.

18 plugins · Modular architecture

bexio sync
Swiss QR-bill
Stripe
Revolut
Dunning
Recurring invoices
VAT report
n8n webhooks
Telegram bot
AI agent
KPI alerts
Quote reminders
Auto-Status
Costs & expenses
Product import
Time tracking
Web forms
Delivery notes

Examples: Send automatic reminders for overdue invoices (dunning), generate the VAT return as a PDF for your tax filing, pass CRM events on to n8n workflows or serve customers in the chat with an integrated AI agent.

Is your system missing exactly this kind of building block? We will check free of charge whether it can be implemented in your existing environment.

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Tech stack