ecore is a CRM and work platform for Swiss brokers, financial planners and insurance advisers. It brings customers, leads and sales opportunities, policies and applications, tenders, commissions, tasks and appointments together in one system. It also offers document management with configurable document types, expiry dates, templates and digital signatures, dashboards with key figures, and an open API for importing leads and addresses from other systems. An app is available for advisers and customers, along with integrations for calendar, email and telephony systems. ecore is delivered as SaaS.
ecore GmbH is based in Altendorf, Switzerland; the website names no foreign parent company. According to the vendor, the platform runs on Swiss infrastructure operated by Hostpoint, and the data stays in Switzerland. Switzerland is outside the EU but is an EFTA country with an EU adequacy decision. No self-hosting option is mentioned, and the legally binding texts are available in German only. For a European organisation in the financial sector, this means the vendor and the hosting sit in the same jurisdiction.