Customer relationship management Digitally transformed customer relationships

CRM is neither a department nor an IT solution. CRM is a promise. A promise to your customers with whom you will communicate personally, fast, and efficiently. CRM is also a promise to your business as it benefits sustainably from CRM-related efficiency improvements.


Better relationships Software solution that promote loyalty

BSI will help you make your customer interactions more personal, more focused, and more efficient. The software solution combines data from all systems; it derives key figures and NBAs from them and triggers rules. Its interactive 360° view will help you create cross-selling and upselling opportunities while simultaneously improving your relationships with your customers.

360° data overview One system for all data

When properly implemented, BSI will be your unique selling proposition in your marketplace, promising long-term success. BSI will unify all customer data on one platform, with access for all your customer-facing departments and employees. And your customers will enjoy first-rate customer experiences at every touchpoint.

Systematic interactions With just one click

BSI’s structured workflows will help you make your customer interactions systematic yet personalized. Any process in BSI can be handled as a guided process, resulting in significant consistency, clarity, and analyzability improvements. At the same time, you will see a reduction in training costs.

The all-in-one solution Perfect for every function

BSI’s seamless user interface will support your customer-facing employees across all departments and at all touchpoints. It allows them to communicate unified brand identity to the outside. Whether you are using BSI in sales, marketing, or customer service, you can start any process anytime and anywhere. All information is available to you and is optimized for your customer interactions.

Customer-centric BSI – Your customer data hub

BSI is the core of customer-centric communication and serves as a central hub for all relevant information. Not only will your employees know, for example, when to respond to an action, but also how to take care of a customer’s request proactively and in real time.

A typical BSI customer ...

manages more than



... records


customer interactions a year

... has


internal users

Why use CRM software?

Relationships must be cultivated.

Think about your personal life and your relationships with family and friends. We tend to cultivate relationships that are important to us carefully. They are people we know well and whose predicaments we understand. The same concept applies to business relationships: If you consider the relationships with your customers as important, you will have to cultivate them with a passion.

With data enrichment, customer relationship management will help you get to know your customers better and better over time and build relationships with them through personalized interactions. Over time, the occasional acquaintance might become a loyal friend.


Markus Fuhrer, CIO PostFinance

BSI is the hub for the day-to-day work of more than 2,000 users at PostFinance.

What do you do with a CRM solution?

The BSI CRM automatically collects data and continues to enrich the data with ongoing customer interactions. The data might come from your systems or integrated ecosystems. This data will allow you to get to know your customers better and build a closer relationship with them.

Whether you are B2B, B2C, B2B2C, a department, or a company, the Customer Relationship Management software from BSI adapts to your business, processes, and your IT environment – not the other way round. BSI will be your assistant with customer loyalty activities and provide you with an overview of your customer relationships, at any time, in every department, and at every touchpoint.

With BSI, you get all the functionality you need for the best possible management of your customer relationships:

  • As a data hub, BSI integrates your data from all systems and provides a 360° view of customer data and behavior.
  • It coordinates processes across touchpoints, allowing you to accompany your customers on their customer journeys seamlessly.
  • BSI supports company-wide, end-to-end CRM processes, pooling the strengths of your employees from all areas of the company.
  • Using rules and automatisms, BSI takes care of your routine tasks.
  • It offers a state-of-the-art user interface with “little helpers” that make everyday life easier for your users.

Related Capabilities


BSI knows your business

Whether sales, marketing, service or customer insights: you can put our two million code lines and promising solutions together with equal ease – through uncompromising technology, a highly flexible data model and a captivating user experience.


Set up trigger-based, highly personalized customer journeys within 15 minutes with BSI. They help you provide an unforgettable experience and maximize your business success.


BSI offers a central, virtual advisor workstation with access to all relevant customer information. This improves the chances of a successful business conclusion.


BSI’s guided processes enable more efficient handling of customer issues. This saves you time and money in the long term, and makes your customers happy.


BSI provides you with powerful analytics, clearly arranged reporting dashboards and the possibility of data-based challenges to your decisions. BSI is your direct access to business intelligence.

Have we sparked your interest?

Let us show you how BSI can help you.

Zeno Hug, Creator of Customer Delight

+41 58 255 99 59

BSI Customer Suite

Provide a truly compelling customer experience with seven products – all in one solution.