Six modules. One database.
SAFIR connects ERP, design, installation planning, CRM, documents and accounting. Information is entered once and is then available in every module involved.
The key modules
Each module solves a specific task in your business. Together they form a continuous process from the first contact to posting the paid invoice.
ERP & order processing
The central ERP covers customers, products, quotes, orders, purchasing, invoices, production and mobile processes in one shared application.
Design
Iris guides you through the visual design of glass solutions and produces precise data for quote, purchase order and production.
Installation planning
Armoni organises appointments, vehicles and installation teams in one clear calendar and takes the order data to the site.
CRM
CaRMen brings together contacts, sales opportunities and activities, so the customer relationship stays traceable from the first conversation to the order.
Document management
Dora collects e-mails, PDFs, images and plans in one central place and assigns them to customers, projects and orders.
Finance
Finance links accounts receivable and payable, dunning, banking and closing directly with the operational data from SAFIR.
In detail
What you choose individually in the customer area and book per user. The base is included in SAFIR GO.
The address book: customers, suppliers, contacts and delivery addresses.
Included in the base
Employees and staff records of the company.
Coming soon
Your articles, their selling prices and your suppliers' price lists.
Included in the base
Preparing, sending and following up quotes until they are accepted.
Order confirmations, created directly from accepted quotes.
Purchasing from your suppliers, from order to receipt.
Invoicing, due dates and the Swiss QR-bill.
Included in the base
Credit notes and invoice corrections, linked to the original invoice.
Requests for prices sent to suppliers before ordering, and their reminders.
Follow-up of quotes and price requests left unanswered, by reminder or automatic e-mail.
Staff, vehicles, task types, delivery areas and the job calendar.
Requests received by e-mail become draft quotes or orders, and the assistant prepares customers, articles and quotes from your instructions, for you to confirm.
Reusable parts lists, imported into quotes, orders and invoices at today's prices, with how often each is used.
A QR code printed beside each drawn pane of your quotes, orders and invoices: your customer sees it in 3D on their phone, with your contact details. Per company, no users to count; included during the free trial.
Accounts receivable, including the accounting interface.
Coming soon
Accounts payable, including the accounting interface.
Coming soon
Installers report finished work from the site, with a traffic-light system.
Coming soon
Three base models
The flexible start for smaller businesses.
The base solution for a digital working day.
The complete solution for fully connected processes.
Suited to your business
Put together your selection in the live calculation and try it free for 14 days.