Working in the workboard

everything at a glance

  • All activities can be planned in the workboard.

  • Delegate tasks to colleagues or employees.

  • You can easily create a follow-up task from a completed task.

All information in the company overview

  • brolio helps you to easily and intuitively manage your customer addresses.

  • It can manage corporate addresses and individuals clearly.

  • With the simple search function you can find every entry in the database in a structured way.

  • All data can be easily exported to Excel.

  • For each contact you will find: tasks, orders, documents and notes.

 

Your sales opportunities in relation to your goal

  • You have an optimal overview of your orders.

  • You can map your sales process.

  • You can see at a glance how many offers you have currently placed.

  • With inOne KMU from Swisscom, you can conveniently call from brolio with a click.

Simple selection in the product overview

  • Customer and product categories can be managed.

  • Simple product overview of all customers.

no credit card needed

Tutorials

Hier finden Sie nützliche Hilfe rund um brolio. Sie haben ein Problem oder etwas funktioniert nicht? Hier finden Sie schnell & einfach eine Antwort.

brolio prices and modules

Hard to believe: With brolio you can start for free

Brolio

Free Basic Module

​Unlimited team members (users)

Unlimited contacts (companies, contacts)

30 MB of disk space for files and pictures

Standard functions like

  • Workboard

  • Activities

  • Deal pipeline

  • Customer story card

Chatbot for support

no credit card needed

Option:

Swiss package

Integrate brolio with Swisscom telephony (hosted PBX)

CHF 2.00 / user / month

Option:

More disc space

Additional 10 GB for files and pictures

CHF 15.00 / month

CHF 20.00 / month

Option:

Call Back Support

Our support team will call you back

CHF 15.00 / month

Option:

Mailchimp integration

Create address lists for Mailchimp

CHF 5.00 / month

Option:

Contact form for website

Create tasks from the contact form on your website

CHF 3.00 /  month

Option:

Office 365 Integration

Sync contacts from brolio to Outlook

CHF 1.50 / user / month

 
 

brolio is a service of Comvenis AG
Wiesenstr. 5, 8952 Schlieren

Stefan Geiger
Mattes Films

The deal overview of brolio is great. I just have an overview of my current business opportunities. Brolio even asks me about completing a task after a follow-up task and makes it easier for me.

Pascal Hollenstein

Start Smart Schlieren

Since I use brolio, the care of my customer data is very easy. A simple and intuitive software for coordinating my everyday life.

Stephan Burri
myhomejob Burri & Co.

I am brolio fan. With brolio I have my daily tasks under control and can manage and plan all my activities with brolio. In addition, make a call from brolio with one click.

brolio Fans - What others think

What do others think about brolio?