Manage your contacts, QR invoices, projects and emails from a single platform. 100% hosted in Switzerland, with an AI assistant that understands your business.
Features
A single tool that replaces 5 subscriptions. CRM, invoicing, projects, email and DMS — everything is integrated.
Centralize your contacts, companies and sales opportunities. Visualize your pipeline in real time with an intuitive Kanban board. Track every interaction and never lose a lead again.
CRM
Create your invoices with a Swiss QR-bill in one click. Automatic VAT, quote-to-invoice conversion, credit note management. 100% compliant with Swiss standards.
Facturation
Run your projects from A to Z with an integrated timesheet system. Real-time timer, weekly grid, manager approval workflow.
Projets
Connect your Gmail and Outlook mailboxes via OAuth. Professional 3-column interface, drag & drop calendar with recurrences, real-time synchronization.
Communication
Manage all your documents in a customizable folder tree. Tags, full-text search, links to contacts and deals, secure sharing.
Documents
Your intelligent assistant, 100% Swiss. Detects intentions, proposes contextual actions, runs automatic workflows. No data leaves Switzerland.
IA
Why Helvee
Your data stays in Switzerland, on Infomaniak servers in Geneva. Guaranteed digital sovereignty, no transfer to American or Chinese clouds.
Strict compliance with the new Swiss Federal Act on Data Protection. AES-256 encryption, two-factor authentication, complete audit logs.
Our AI assistant uses only models hosted in Switzerland. No reliance on OpenAI, Anthropic or other non-Swiss providers.
A single tool to replace 5 subscriptions: CRM, invoicing, project management, email and DMS. No more juggling between scattered platforms.
Each company gets a fully isolated space with its own logical database. Ideal for accounting firms or agencies.
One-click sign-in with your Google or Microsoft accounts. Automatic synchronization of your emails and calendars, without storing your passwords.
Pricing
First month free on all plans. No commitment.
Ideal for freelancers and micro-businesses
or CHF 39/month billed annually (-20 %)
Ideal for growing SMEs
or CHF 71/month billed annually (-20 %)
For demanding teams
or CHF 119/month billed annually (-20 %)
FAQ
Yes, the first month is free on all plans, with no commitment and no credit card. You can explore all the features of your chosen plan. If you decide not to continue, your account is simply deactivated — no automatic billing.
Absolutely. Helvee uses exclusively Infomaniak servers based in Geneva. No data transits or is stored outside Switzerland. We are compliant with the Swiss FADP and GDPR.
When you connect a Gmail or Outlook mailbox via OAuth, Helvee synchronizes your emails and stores them encrypted on our Swiss servers. You can read, send and organize your emails directly in the interface. Access tokens are encrypted with AES-256-GCM.
The Copilot assistant analyzes your requests in natural language (e.g. “List my deals in progress”) and proposes concrete actions (create a task, add a contact, schedule an event). All AI models are hosted in Switzerland — we never use OpenAI or American cloud services.
Yes, the Pro and Max plans include bulk CSV import for your contacts, companies and deals. You can map your columns and import several hundred rows at once. The Starter plan requires manual entry or a temporary upgrade.
Helvee automatically generates PDF invoices with a QR-bill compliant with Swiss standards. You enter your IBAN bank details once, and each invoice includes the QR code with a unique reference. Automatic VAT calculation according to the current Swiss rates.
Yes, Helvee is multi-tenant. Each company (tenant) has its own isolated space with its own users, data and configuration. Ideal for trustees, agencies or holdings. Contact us for a custom setup.
You can upgrade or downgrade at any time from the settings. When upgrading, the difference is calculated on a pro-rata basis. When downgrading, the new rate applies from the next billing cycle. Your data is preserved.
Join the Swiss companies that have chosen Helvee to centralize CRM, invoicing and projects. First month free, no commitment.
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