Systems integration and workflow automation in Switzerland

Your systems, connected. Your data, kept in confidence.

New tools keep piling up, and nobody on your team has the time, or the specialist know-how, to connect them properly. That is exactly the job we take off your hands.

Book a free 20-minute fit call

Free fit call · NDA when you engage us · Fixed-fee audit

THE STACK WE SPECIALIZE

CRM integration and workflow automation across your whole stack

We work with the software established firms actually run, and connect it so data is entered once and correct everywhere.

  • Microsoft 365
  • Google Workspace
  • Salesforce
  • Claude
  • HubSpot
  • DocuSign
  • Slack
  • Notion
  • ClickUp
  • Clio
  • Twilio
  • WhatsApp
  • GoHighLevel
  • Zapier

+ any tool with an API or a native connector

WHERE THE HOURS GO

Where Swiss firms lose hours between systems

The licence fees are the visible part. The real cost sits between the tools: the re-keying, the chasing, and the question of which version is right.

01

Client onboarding that runs on email and PDFs

KYC documents, engagement letters and mandate forms travel by email, then get re-typed into the CRM, the portfolio or practice system and the billing tool. Every re-key is an error waiting to happen, and a copy of sensitive data you didn't need.

02

Microsoft 365 everywhere, connected to nothing

The firm lives in Outlook, Teams and SharePoint, but the CRM and the finance tool don't talk to them. Partners assemble status reports by hand on Friday afternoon.

03

Tools bought for a different market

A platform chosen for its US feature list that ignores Swiss realities: multilingual clients, CHF and EUR, cantonal differences. Wiring it in deeper costs more than replacing it.

04

Automations nobody owns

A Make or Zapier scenario built by a former employee still moves client data every night. Nobody knows exactly what it touches, which is the wrong answer to give an auditor.

WHO WE WORK WITH

Who we work with in Switzerland

Established firms with real volume running through their tools, where a mistake in a data flow is a reputational problem, not just an operational one.

Wealth and asset managers, family offices

Client onboarding, reporting and CRM hygiene where every data flow has to be explainable to compliance.

Fiduciaries and trust companies

Mandate intake, document collection and deadline follow-ups connected to the tools your team already uses.

Law and advisory firms

Intake, conflict-check preparation, engagement letters and billing steps connected, without anyone re-typing a client file.

Life sciences, medtech and healthcare

Booking, scheduling and back-office flows, like the Swiss healthcare facility below.

Serving

Zurich · Geneva · Basel · Bern · Lausanne · Zug · Lucerne · Lugano · St. Gallen

We don't have a Swiss office, and we don't pretend to. Every engagement is delivered remotely, calls are in English or French, and every deliverable is in writing.

RECENT WORK · ANONYMISED UNDER NDA

A Swiss healthcare facility, eight weeks from audit to handover

Healthcare facility · 25 to 50 people · Switzerland

Audit, then integration · 8 weeks

Before

Patient bookings arrived by phone, email and walk-in, and staff updated calendars by hand. Lab results were delayed and re-entered into several systems. Moving a patient between departments was slow.

After

An online booking form syncs directly to the calendar, with automated SMS reminders. Lab results attach to the patient record as soon as they arrive. Transfers between departments happen automatically. Reception workload down by about 60 hours a month, freed for patient care.

Built with: Mediware · Salesforce Health Cloud · Microsoft 365 · Twilio · Make

See all case studies →
HOW IT WORKS

From first call to a system that runs itself

STEP 01

Free fit call (20 minutes)

We learn how your firm runs and where the stack is failing it. No confidential detail needed. If an audit isn't worth doing, we say so here.

01
FIT CALL
STEP 02

Scope and fee in writing

What we'll review, what you'll receive, the timeline and the exact fee. Nothing starts until you approve it.

02
SCOPE
STEP 03

Engagement, NDA, then access

Once you engage us, the NDA is signed (and a data processing agreement, if you want one) before you grant access to any system.

03
NDA
STEP 04

Audit and verdict

Every tool judged: keep, configure, consolidate or replace. The spend you can drop, and a roadmap ordered by payback.

04
VERDICT
STEP 05

Build, test, switch over

Integration and automation built alongside your live systems, tested end to end, and switched over when you choose.

05
BUILD
STEP 06

Enable and support

Training, written guides, recorded walkthroughs and a 30-day support window. An optional monthly retainer after that.

06
SUPPORT
THE ENGAGEMENT

Three steps, each priced up front

No discovery maze, no quote roulette. The audit is a fixed fee, and everything after it is quoted in writing before you commit.

START HERE
Stack audit
€1,500

Every tool you pay for, judged on fit.

NDA signed before any access
A written verdict on every tool
The hours and licence spend you'd recover, itemised
A build plan ordered by payback
Implementation
Quoted after the audit

We build what the audit recommends, end to end.

NDA signed before we touch any system
Data processing agreement on request
Tools connected, busywork automated
Tested end to end and documented
Ongoing partnership
Agreed after the build

Optional: your team trained, your integrations supported and improved.

Team training on the new setup
Support after launch
Integration monitoring and improvements

Each step is optional. Nothing begins without a written proposal you've approved. All fees are invoiced in euros.

COMMON QUESTIONS

What firms ask us first

Do you sign an NDA before we share anything?

Yes. The NDA is signed as soon as you engage us, before you give us access to any system or data. The free fit call beforehand doesn't need confidential information: we talk about how the firm runs, not about specific clients.

What does a systems integration specialist do?

A systems integration specialist connects the software a business already uses (CRM, Microsoft 365 or Google Workspace, e-signature, accounting and project tools) so data moves between them automatically instead of being re-typed, then automates the repetitive work between them. For Swiss firms, we start with a fixed-fee audit of every tool, then build, test and document the integrations and workflow automation around how your team actually works.

Will you sign a data processing agreement under the revised FADP?

Yes, on request. If our work means processing personal data on your behalf, we sign a data processing agreement covering scope, purpose, duration and security, in line with the revised Federal Act on Data Protection.

Do you keep a copy of our data?

No. We work inside your own accounts under the permissions you grant, and we don't copy client data out to our own systems.

Do you have an office in Switzerland?

No. Flow Mesh works remotely with clients in Switzerland, Luxembourg, Singapore, North America and the Philippines. Calls are in English or French, and every deliverable is written, so nothing depends on being in the same room.

How much does systems integration cost in Switzerland?

The stack audit is a fixed fee of €1,500, invoiced in euros and scoped in writing before it starts. Implementation is quoted in writing after the audit, and any ongoing support is agreed after the build. The first call is free.

Which tools do you work with?

The ones established Swiss firms tend to run: Microsoft 365, Google Workspace, HubSpot, Salesforce, DocuSign, Notion, ClickUp and Slack, with Make and Zapier to connect them. If a tool has an API or a connector, we can integrate it.

Find out what your stack is really costing you

One free call, no confidential detail needed. If an audit is worth doing, you'll get a fixed-fee proposal in writing. If it isn't, we'll say so.

Book a free 20-minute fit call

Free · No obligation · No confidential detail needed