Software for the self-employed, coaches and consultants
If you work alone or in a small team, you want to spend little time on admin. What matters is affordable accounting with QR-bill, online appointment booking with reminders and simple customer management.
Our recommendation
- Accounting: bexio · Cheapest matching solution: Magic Heidi
- Appointment booking: OneDoc
- CRM: HubSpot CRM
Accounting
Write QR-bills and match payments automatically.
What matters: QR-bill, Connection to Swiss banks
Our recommendation: bexio (meets all criteria and has the highest score)
| Solution | QR-bill | Connection to Swiss banks | Score | Prices |
|---|---|---|---|---|
| bexio | ✓ Yes | ✓ Yes | 100Excellent | from CHF 35 / month |
| KLARA | ✓ Yes | ✓ Yes | 100Excellent | from CHF 55 / month |
| Magic Heidi | ✓ Yes | ✓ Yes | 86Very good | from CHF 0 / month |
| Run my Accounts | ✓ Yes | ✓ Yes | 86Very good | from CHF 0 / month |
| Swiss21 | ✓ Yes | ✓ Yes | 86Very good | from CHF 0 / month |
Appointment booking
Customers book themselves, reminders prevent missed appointments.
What matters: Automatic reminders, Calendar sync (Google, Outlook)
Our recommendation: OneDoc (meets all criteria and has the highest score)
| Solution | Automatic reminders | Calendar sync (Google, Outlook) | Score | Prices |
|---|---|---|---|---|
| OneDoc | ✓ Yes | ✓ Yes | 80Very good | from CHF 133.35 / month |
| Calendly | ✓ Yes | ✓ Yes | 80Very good | from USD 0 / month |
| SimplyBook.me | ✓ Yes | Ask the provider | 60Good | from USD 0 / month |
CRM
Emails and contacts in one place.
What matters: Email integration
Our recommendation: HubSpot CRM (meets all criteria and has the highest score)
| Solution | Email integration | Score | Prices |
|---|---|---|---|
| HubSpot CRM | ✓ Yes | 80Very good | from CHF 0 / month |
| Zoho CRM | ✓ Yes | 80Very good | from CHF 0 / month |
| Pipedrive | ✓ Yes | 80Very good | from USD 14 / month |
| monday sales CRM | ✓ Yes | 60Good | from USD 12 / month |
| Salesforce Sales Cloud | ✓ Yes | 60Good | from EUR 25 / month |
How the recommendations are made: we count how many of the listed criteria a solution meets according to our checked data, then the score for the software type counts, then the lower price. Commissions have no influence. We have not tested the programs in our own business. How we rate