Bexio CRM Review | 54 Data compared
OVERALL
SPECS
VS AVERAGE
PROS/CONS
ALTERNATIVES

Bexio CRM Review | 54 Data compared

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  • Starting price: 30 $/user/mo
  • Free plan: no
  • AI assistant: yes
  • Built-in quotes and invoicing: yes
  • Workflow automation: yes

Bexio CRM review. Compare 54 pricing, CRM features, automation, integrations, and security controls to see how this platform ranks in the CRM Software category and whether it fits your team.

8.3

Overall score

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Score components:

60.0%

8.3

Technical Score

40.0%

8.0

User score

Excellent
8.3

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

8.5

Product & Pricing

25.0%

9.0

Core CRM

20.0%

7.5

Sales & Automation

15.0%

8.5

Integrations & Access

15.0%

7.9

Security & Deployment

Excellent
8.0

User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

Excellent
  • 8.4
    Small business

    What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

    Score components:

    40.0%

    9.7

    Starting price

    25.0%

    4.0

    Free plan

    20.0%

    10.0

    Free trial

    15.0%

    10.0

    Built-in quotes and invoicing

  • 7.0
    Sales automation

    What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

    Score components:

    35.0%

    10.0

    Workflow automation

    25.0%

    4.0

    Lead scoring

    25.0%

    4.0

    Sales forecasting

    15.0%

    10.0

    Email sync and tracking

  • 8.8
    Client and pipeline management

    What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

    Score components:

    35.0%

    10.0

    Built-in quotes and invoicing

    25.0%

    10.0

    Project management

    20.0%

    10.0

    Mobile apps

    20.0%

    4.0

    Calling and dialer

  • 6.7
    Enterprise security and compliance

    What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

    Score components:

    35.0%

    4.0

    Single sign-on (SSO)

    25.0%

    10.0

    Audit logs

    20.0%

    4.0

    Self-hosting

    20.0%

    10.0

    API access

  • bexio-crm
  • bexio-crm
bexio-crm
bexio-crm

Best prices

    N/A~ £0

Best rankings

The first number in the "Best rankings" table above indicates the product's rank among all products in our database, while the second number (in brackets) represents its rank among available products only. | The "average product" rating mentioned below reflects the median values calculated across all attributes for products within this category.

Technical Specifications of CRM platform Bexio CRM

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

8.5

Product & Pricing

25.0%

9.0

Core CRM

20.0%

7.5

Sales & Automation

15.0%

8.5

Integrations & Access

15.0%

7.9

Security & Deployment

8.3
Bexio CRM has a technical score of 8.33 points, which is higher than 86.8% of CRM platforms.
User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

8.0
Bexio CRM has a user score of 8 points, which is higher than 0% of CRM platforms.
Popularity
What it is: An indicator based on the number of reviews received by CRM platforms.
When it matters: When you prefer a CRM platform that has been chosen and reviewed by many other users.
1.0
Bexio CRM has a popularity of 1 points, which is higher than 0% of products in this category.
Ratio quality/price

What it is: An indicator that combines the overall scores of CRM platforms with their prices.

When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

Score components:

60.0%

8.3

Overall score

40.0%

10

Price

8.8
Bexio CRM has a quality-to-price ratio of 8.8 points, which is higher than 87.4% of products in this category.
Starting price
What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.
When it matters: It matters when recurring cost is a primary buying constraint.

Importance: HIGH

Good value: Lower recurring entry-plan price

30 $/user/mo
Bexio CRM starts at a higher recurring entry-plan price.
Billing period
What it is: The recurring time interval attached to the advertised entry-plan price.
When it matters: It matters when comparing monthly and annual commitments with different headline prices.

Importance: LOW

Monthly, Annual
Free plan
What it is: Whether the CRM software offers a permanent free plan.
When it matters: It matters when you want basic CRM access without a recurring fee.

Importance: MEDIUM

no
Bexio CRM does not offer a permanent free plan.
Free trial
What it is: Whether the CRM software offers a time-limited free trial.
When it matters: It matters when you want to test the CRM workflow before choosing a paid plan.

Importance: MEDIUM

yes
Bexio CRM offers a time-limited free trial.
30 days.
Minimum seats
What it is: The smallest number of paid seats required for the entry plan.
When it matters: It matters when a small team wants to avoid paying for unused seats.

Importance: MEDIUM

Good value: Lower required minimum number of paid seats

1 seats
Bexio CRM has a lower minimum seat requirement.
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Account and company management
What it is: Whether the CRM supports account and company management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Bexio CRM supports account and company management.
Contact management
What it is: Whether the CRM supports contact management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Bexio CRM supports contact management.
Lead management
What it is: Whether the CRM supports lead management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Bexio CRM supports lead management.
Lead capture and status tracking.
Deal and pipeline management
What it is: Whether the CRM supports deal and pipeline management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Bexio CRM supports deal and pipeline management.
Visual sales pipeline for deal management.
Custom fields
What it is: Whether the CRM lets users create custom fields.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Bexio CRM lets users create custom fields.
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AI assistant
What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.
When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.

Importance: MEDIUM

yes
Bexio CRM includes native AI assistant capabilities.
Bexio AI automatically scans, reads, and categorizes receipts.
Workflow automation
What it is: Whether the CRM supports configurable workflow automation.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Bexio CRM supports configurable workflow automation.
Automated invoice reminders, payment matching, and recurring tasks.
Lead scoring
What it is: Whether the CRM supports lead scoring.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

no
Bexio CRM does not support lead scoring.
Email sync and tracking
What it is: Whether the CRM syncs email and tracks opens and clicks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Bexio CRM syncs email and tracks opens and clicks.
Sales forecasting
What it is: Whether the CRM provides sales forecasting.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

no
Bexio CRM does not provide sales forecasting.
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Marketplace integrations
What it is: Whether the CRM provides a native integration marketplace.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Bexio CRM provides a native integration marketplace.
Bexio Marketplace with over 100 business application connectors.
API access
What it is: Whether the CRM provides documented API access.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Bexio CRM provides documented API access.
Webhooks
What it is: Whether the CRM supports outbound webhooks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Bexio CRM supports outbound webhooks.
Mobile apps
What it is: Whether the CRM provides official mobile apps.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Bexio CRM provides official mobile apps.
Native iOS and Android mobile apps for contacts and receipt scanning.
Data import and export
What it is: Whether the CRM supports both data import and export.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Bexio CRM supports both data import and export.
Show more
Single sign-on (SSO)
What it is: Whether the CRM supports single sign-on.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

no
Bexio CRM does not support single sign-on.
Multi-factor authentication (2FA) enforced; enterprise SSO not standard.
Security certifications
What it is: The security certifications or compliance frameworks documented for the CRM provider.
When it matters: It matters when your organization needs evidence of formal security or compliance controls.

Importance: LOW

ISO 27001, GDPR compliant, Swiss FADP
Certified ISO 27001 and compliant with Swiss FADP and EU GDPR.
Role-based permissions
What it is: Whether the CRM supports configurable roles and permissions.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Bexio CRM supports configurable roles and permissions.
Granular user permission roles for sales, accounting, and admin.
Audit logs
What it is: Whether the CRM provides audit logs of user or record activity.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Bexio CRM provides audit logs of user or record activity.
Comprehensive system audit log for financial compliance.
Supported operating systems
What it is: The operating systems supported by the CRM’s desktop or mobile clients.
When it matters: It matters when your team needs native clients on specific operating systems.

Importance: LOW

Web, iOS, Android
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Bexio CRM vs the average CRM platform

  • Native AI assistant
    Bexio CRM includes native AI assistant capabilities, while the average CRM platform does not.
    Bexio AI automatically scans, reads, and categorizes receipts.
    What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.
    When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.

    Importance: MEDIUM

    Bexio CRM includes native AI assistant capabilities, while the average CRM platform does not.
  • Startup discount program
    Bexio CRM includes an official startup program, while the average CRM platform does not.
    Special discounted packages for newly founded Swiss companies.
    What it is: Whether the vendor provides an official startup program offering software credits or heavily discounted subscription pricing.
    When it matters: Crucial for early-stage founders looking to reduce initial software burn while adopting an enterprise-grade CRM.

    Importance: LOW

    Bexio CRM includes an official startup program, while the average CRM platform does not.
  • What it is: Whether the CRM hosts customer data in European data centers or supports user-controlled self-hosting to satisfy GDPR requirements.

    Importance: LOW

  • Native marketing automation
    Bexio CRM offers native marketing automation, while the average CRM platform does not offer native marketing automation.
    Native newsletter integration with Mailchimp.
    What it is: Whether the CRM offers native marketing automation.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Bexio CRM offers native marketing automation, while the average CRM platform does not offer native marketing automation.
  • In-quote online payments
    Bexio CRM allows buyers to pay directly from quotes, unlike the average CRM platform.
    Online payments via Swiss QR-bill, credit card, and TWINT via Payrexx/Stripe.
    What it is: Embedded payment collection allowing buyers to pay immediately via credit card, PayPal, or SEPA upon quote signing.
    When it matters: Essential for closing deals instantly, reducing Days Sales Outstanding (DSO), and eliminating friction between quote and payment.

    Importance: LOW

    Bexio CRM allows buyers to pay directly from quotes, unlike the average CRM platform.
  • Built-in project management
    Bexio CRM includes built-in project management tools, while the average CRM platform does not.
    Project management with budgets, milestones, and status tracking.
    What it is: Whether the CRM includes native project management tools to track post-sale client deliverables and milestones.
    When it matters: It matters when consultants, agencies, or service teams need to manage ongoing customer projects without switching to a separate project management tool.

    Importance: LOW

    Bexio CRM includes built-in project management tools, while the average CRM platform does not.
  • Client portal included
    Bexio CRM includes a dedicated client portal, while the average CRM platform does not.
    Customer online portal to view and approve quotes and invoices.
    What it is: Whether the CRM provides a dedicated external login portal where clients can view quotes, invoices, projects, or support tickets.
    When it matters: Important for professional services, agencies, and firms requiring secure, transparent client collaboration.

    Importance: LOW

    Bexio CRM includes a dedicated client portal, while the average CRM platform does not.
  • Time tracking included
    Bexio CRM includes native time tracking, while the average CRM platform requires external tools.
    Integrated billable time and expense tracking per project.
    What it is: Whether the CRM includes native timer or billable hour tracking directly logged to contacts, deals, tasks, or projects.
    When it matters: Crucial for consultants, agencies, and freelancers who bill clients based on hours spent on deliverables.

    Importance: LOW

    Bexio CRM includes native time tracking, while the average CRM platform requires external tools.
  • Startup discount program
    Bexio CRM includes an official startup program, while the average CRM platform does not.
  • Built-in project management
    Bexio CRM includes built-in project management tools, while the average CRM platform does not.
  • Client portal included
    Bexio CRM includes a dedicated client portal, while the average CRM platform does not.
  • Time tracking included
    Bexio CRM includes native time tracking, while the average CRM platform requires external tools.
  • Native AI assistant
    Bexio CRM includes native AI assistant capabilities, while the average CRM platform does not.
  • Native marketing automation
    Bexio CRM offers native marketing automation, while the average CRM platform does not offer native marketing automation.
  • In-quote online payments
    Bexio CRM allows buyers to pay directly from quotes, unlike the average CRM platform.
  • More supported languages
    Bexio CRM supports more interface languages than the average CRM platform.

Total
Overall
Product & Pricing
Core CRM
Sales & Automation
Integrations & Access
Security & Deployment
  • 1 $/user/mo Higher recurring entry-plan price
    Bexio CRM starts at a higher recurring entry-plan price than the average CRM platform.
  • 1 $/user/mo Higher recurring entry-plan price
    Bexio CRM starts at a higher recurring entry-plan price than the average CRM platform.
    What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.
    When it matters: It matters when recurring cost is a primary buying constraint.

    Importance: HIGH

    Good value: Lower recurring entry-plan price

    Bexio CRM starts at a higher recurring entry-plan price than the average CRM platform.30 $/user/mo vs 29 $/user/mo
Total
Product & Pricing

Graphic comparison of Bexio CRM and other CRM platforms

Attribute category
Attribute

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.
When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Pros

  • Lower recurring entry-plan price (30 $/user/mo)
  • Official startup program or discount
  • European data residency
  • Native marketing automation
  • Includes project management
  • In-quote online payments
  • Higher included contact limit (unlimited)
  • Dedicated client portal
  • Native time tracking
  • Wide multilingual language support (2)

Cons

  • No calling or dialer
  • No single sign-on
  • No sales sequences
  • No built-in e-signature

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