Best Sales Force Automation Companies in Switzerland
The 51 best Sales Force Automation companies in Switzerland in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Board.
- ResearchAndMarkets.com
- Persistence Market Research
Ranked: Best Sales Force Automation companies in Switzerland
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Board Cloud-based financial planning and analysis and budgeting solutions for enterprises | $24M | 122 mo ago | Acquired | Luke Mildenhall-Ward Founder & CEO | 1994 | WordPress Block EditorWordPressSentry+39 | 1 launch · 1 award |
| 2 | Unique Developer of agentic AI platform for financial services automation 50Funding top 38%Talent top 45%Global top 46%Market bottom 49% All 6 signals ▾Fundingtop 38% Talenttop 45% Globaltop 46% Marketbottom 49% Techbottom 36% Newsbottom 27% Funding: Raised $16.4M across 4 rounds · 4 rounds over 5 yrs (0.8/yr) Talent: 2 named leaders on record rank vs industry peers · Fliar Intelligence Index 50/100 | $16M | 17 mo ago | Series A | Manuel Grenacher Co-Founder & CEO | 2021 | — | 1 expansion |
| 3 | dgenious Cloud based platform offering sales analytics solutions | $1M | 73 mo ago | Seed | Emmanuel Girod Founder | 2013 | — | — |
| 4 | Okomo Cloud-based screen sharing solutions provider | $107K | 64 mo ago | Funding Raised | Philipp Rutz Founder & CEO | 2018 | — | — |
| 5 | Foresightee AI based sales forecasting software for enterprises | $61K | 69 mo ago | Seed | Mahmoud Sohrabi Founder | 2018 | — | — |
| 6 | K&W Software Customer relationship management software for financial institutions | — | 35 mo ago | Funding Raised | Ulrich Jacobi CEO & Managing Director | 1998 | — | — |
| 7 | Pitcher Content management system for sales teams | — | 50 mo ago | Seed | Mert Yentur CEO / Founder | 2008 | WordPressMySQLPHP+33 | — |
| 8 | Adminio Platform offering CRM software for enterprises | — | — | Unfunded | Dimitrios Martzelos CEO | 2019 | — | — |
Top 7 Sales Force Automation companies in Switzerland
#1
Series A · Zurich, Zurich · founded 2021 · 69 employees$16.4Mraised▾
Developer of agentic AI platform for financial services automation. The platform provides customizable agents designed to streamline workflows, automate tasks, and enhance data processing. It offers tools for investment insights, due diligence, and client onboarding. The platform integrates with internal systems and external data sources, offering enterprise-grade security and AI governance frameworks.
- Feb 2025Series A$30M
- Mar 2023Seed$4M
- Apr 2022Seed$6.4M
- Dec 2021Seed$6M
#2
Acquired · Chiasso, Ticino · founded 1994 · 99 employees$23.8Mraised▾
Cloud-based financial planning and analysis and budgeting solutions for enterprises. It features solutions for budgeting, planning and forecasting, profitability analysis, performance management, financial consolidation, lease accounting, statutory reporting, disclosure management, management reporting, simulation, and more.
#3
Seed · Sierre, Valais · founded 2013 · 13 employees$1.1Mraised▾
Cloud based platform offering sales analytics solutions. The platform leverages marketing and sales data and helps businesses in generating insights into sales points, campaigns, launches, stock, consumers, franchisees, and others to optimize processes. It works by planning data, creating reports, adapt and sharing reports.
- Jun 2020Seed$1.1M
#4
Funding Raised · Wollerau, Schwyz · founded 2018 · 14 employees$107.1Kraised▾
Cloud-based screen sharing solutions provider. The platform helps salespeople and marketers to engage with customers through screen sharing options, available on websites. It helps online visitors to find, collaborate with an agent of the business which enhances customer engagement and customer interactions.
- Mar 2021Conventional Debt$107.1K
#5
Seed · Geneva, Geneva · founded 2018 · 5 employees$61.4Kraised▾
AI based sales forecasting software for enterprises. It enables retailers to predict sales by using historical sales and order data, available in the current systems and puts it together with external factors. It can integrate with a point of sale and ERP system.
- Nov 2020Grant (prize money)$172K
- 2020Seed$61.4K
#6
Funding Raised · Zurich, Zurich · founded 1998—raised▾
Customer relationship management software for financial institutions. It offers solutions for client management, credit management, asset management, invoices, collections, reminders, and more. It also offers solutions for insurance and tools for client communication.
- Aug 2023Unattributed—
#7
Seed · Zurich, Zurich · founded 2008 · 135 employees—raised▾
Offers a suite of content management and sales enablement solutions for sales teams. Products include Pitcher Impact a mobile app for sales reps to access sales and marketing collateral, take survey and collect customer data, Pitcher Zero to auto sync Salesforce data with the mobile application, Pitcher Admin is a web based application for sales managers to create content and share it with reps, and Pitcher Insight, Pitcher Sales to auto sync up of orders taken by the rep with salesforce. Notable clients include Audi, Coca Cola, Pfizer, Exxon Mobil, Sanofi, Diageo, and Skoda.
- May 2022Seed—
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Sales Force Automation coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.