CustomerCore is Swiss business software for SMEs, developed by Coresection GmbH in Zurich. It combines CRM and contact management with quotes, invoices, expenses, products, a dashboard with key figures and accounting that is automated with the help of artificial intelligence. Connections to Swiss banks import transactions and check payments. Document storage and a module for contracts with advanced electronic signatures have been added recently, while payroll and project management are marked on the site as new or coming soon. It is used through a web app and a mobile app, in German and English, and trustees can be given access.
Coresection GmbH is headquartered in Switzerland, and the site names no foreign owner. According to the vendor, data is stored and hosted exclusively in Switzerland and does not leave the country; the hosting provider is not named on the site. The vendor publishes a privacy statement and a data processing agreement. Switzerland is not an EU member state but is an EFTA country with an EU adequacy decision. A self-hosted installation is not offered.