The digital solution.

Broker. Accountant. Attorney.

The modern cloud-based CRM and DMS solution that digitally expands your customer relationships and simplifies secure data and document exchange. BAYO specialises in insurance brokers, accountants and law firms.

General

Client management (CRM)

Web portal for customers

Documentmanagement (DMS)

Tasks and deadlines

System settings

User permission

Microsoft Office Integration

more

Working and Service time registration

Working time (flexitime)

Service recording

Invoicing

Productivity/profitability

more

Services

User support

Hosting

Migration / setup

training / webinars

Backup

more

Brokers

Policy management

Brokerage fee reconciliation

Premium dispatch manager

Projects

Various interfaces

tariff calculator

Claims / Case management

more

Accountants

Recurring tasks

Pendulum folder

Projects

AbaNinja connection (coming soon)

Products

more

Attorney

case management

AbaNinja connection (coming soon)

Products

more

We know your business!

We understand you and your work processes. We know what it means to work with sensitive personal or financial data and to manage mandates. Your clients are other SMEs, associations, or large corporations with complex needs, but you also serve private individuals.

9

employees

17

years of experience

> 170

happy clients

Get to know BAYO now!

Grüezi

Let our specialists guide you through BAYO. You decide which features you want to see and how much time you want to invest.

Tanja Heuberger

David Schnetzer

Book a free demo and get the best advice.

schedule a meeting Would you prefer to email or call?

Certified IT service provider

BAYO is a certified IT service provider of Alliance Digital Security Switzerland. The CyberSeal confirms that we implement appropriate technical and organizational measures to ensure that you, our customers, are adequately protected against cyber risks. The CyberSeal audit requirements are reviewed annually and adjusted to reflect new threats.

With BAYO, we finally have a uniform and structured filing system for all employees, which makes our daily work much easier.

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an accountant

It is truly impressive and, for me, indescribably valuable how and at what speed you continue to develop, incorporate new features, and develop solutions to requirements that we must (and want to) meet, all of which is combined in BAYO. This is a great help to us and makes our everyday work much easier. It also reinforces our decision to have changed to BAYO.

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a broker

With the BAYO portal, we don't need complicated email encryption and can communicate with our customers much more easily.

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an accountant

Next steps

Why BAYO?

Swiss provider, data location Switzerland!

Document management with a portal for your customers. Chat included!

Manage your clients and increase efficiency for routine tasks.

Service recording, working hours, and invoicing are also included.

Support is included and available by phone during office hours.

We are constantly developing “only” for Swiss accountants, brokers, and attorneys!

Businesses

insurance broker

Accountants

Attorneys

Consultants

recruitment agencies

What next?

Evaluate functions

Select license model

Schedule a demo