Win more orders —
without a bigger team.
Four reasons service providers lose orders
Every lost quote is a lost order. The competition doesn't sleep — it automates.
Half a day for quotes
45 min. per quote — every day
Six manual steps no customer sees, but they eat your margin.
Customers wait — and leave
3 days without a reply = drop-off
Whoever asks today wants the quote tomorrow — not the day after.
Leads seep away in free text
Unstructured in, cold back out
Email ping-pong instead of a configurator — until the lead is gone.
The same data, typed three times
Email, Excel, CRM — zero sync
Three systems, zero automation, guaranteed errors.
Choose the right edition
All editions deliver the same promise — they differ in the complexity of your processes.
Which statement applies to you most?
Self-service quotes in your branding — without a CRM, without setup costs.
- Your own branding in the portal and quotes
- Real-time quotes (PDF instantly or with review)
- 50+ industry templates, customizable
- Multilingual (DE/EN)
- Embeddable via link or iFrame
- Passwordless access for customers and team
- Swiss hosting, FADP/GDPR compliant
For small businesses with recurring offers — trades, cleaning, gardening. No CRM needed.
Configurator on your domain, requests straight into HubSpot as a deal.
Everything in Starter, plus:
- Configurator on your own domain
- Your own email sender
- HubSpot integration (deals, contacts, line items)
- Personal onboarding included
For companies with HubSpot and their own web presence — facility management, IT, consulting.
Complex quotes with AI, CRM/ERP integration and role management.
Everything in Professional, plus:
- AI quoting assistant (chatbot, form, free text)
- Back-office configuration for internal teams
- Roles and permissions (sales, calculation, management)
- Multi-CRM/ERP (bexio, Salesforce, SAP, Dynamics, Odoo)
- Cloud or your own infrastructure, your choice
- Free prototype in 1 day
For mid-sized businesses with multi-stage quoting processes — building technology, security. Own CRM/ERP.
Every edition grows with your company — upgrade anytime, without data loss.
What's in which edition?
| Funktion | Vertriebsportal Starter | Vertriebsportal Professional | Vertriebsportal Business |
|---|---|---|---|
| Shared foundation — in every edition | |||
| Structured requests | |||
| Automatic quotes | |||
| Intelligent prioritization | |||
| Central order management | |||
| Configuration & quotes | |||
| Quote focus | Customizable standard quotes | Customizable standard quotes | Complex quotes with AI quoting assistant |
| Who configures? | End customer (+ sales via Sales Link) | End customer + sales | Sales + back office |
| Integrations | |||
| CRM/ERP integration | None | HubSpot (contacts, deals, line items) | Multi-CRM/ERP (bexio, Salesforce, SAP, Dynamics, Odoo) |
| Web & brand | |||
| Embedding via link/iFrame | with redirect to the Quatico domain | own domain, seamless | own domain, seamless |
| Roles & permissions (IAM) | None | None | (sales, calculation, admin) |
| Hosting & security | |||
| Setup costs | CHF 0 (self-service) | CHF 1'999 one-time | from CHF 10,000 one-time |
Shared foundation — in every edition
Configuration & quotes
Integrations
Web & brand
Hosting & security
Still unsure? We'll advise you in 15 minutes — free and without obligation.
Book a demoIn use at our customers
Swiss service providers use the Sales Portal productively — from setup to the first quotes in under one working day.
«Requests now come in structured — sales no longer has to transfer any data.»
Stierli Holzbau
Timber construction · Switzerland
Management, Stierli Holzbau
«Customers don't even notice that an external tool is running.»
Gulenko Talents
HR & recruiting · Zurich
Management, Gulenko Talents
«Adapt the industry template, set up branding — and the first requests were already coming through.»
Management Tools
Consulting · Switzerland
Management, Management Tools
Know in 15 minutes whether it fits
We show you the Sales Portal live — based on your industry, with your typical requests. Try Starter directly, experience Professional or Business in a personal demo.
Let's talk
Want to know which edition fits you? Michael shows you the Sales Portal live — based on your industry and your typical requests.