PrestoCRM

The CRM for businesses in Austria, Germany and Switzerland

From the first conversation to the signed quote.

Customers, pipeline and quotes in one place. With the correct letter salutation (Briefanrede), VAT ID and VAT, set up for your industry. Your first quote is ready today.

No credit card · cancel monthly · data stored in Germany

app.prestocrm.at
The deal pipeline in PrestoCRM: stages from Qualified to Verbal commitment with deals from agency clients

Quotes

A quote done properly.

Other CRMs sell quotes as an add-on. In PrestoCRM they are the core, on every plan, and they are formally correct down to the small print.

Quote AN-2026-0001 from Studio Nordlicht GmbH to Alpenblick Hotels GmbH: a website relaunch with three sections, two optional items, 20% VAT and an early-payment discount
  1. 1

    Numbered without gaps

    The server assigns the number when you finalise: no gaps, no duplicates.

  2. 2

    Address block to DIN 5008

    Company, salutation, titles and address in the right order.

  3. 3

    Letter salutation with titles

    “Sehr geehrte Frau Mag. Huber”, even with DI Mag. … MSc. Automatic, in every letter.

  4. 4

    Sections with subtotals

    Concept, design, build: the way you price your projects.

  5. 5

    Optional items

    Maintenance or SEO as extras: visible, but not in the total.

  6. 6

    The right VAT

    20, 13 and 10% in Austria, 19 and 7% in Germany, Swiss rates, reverse charge and the small-business exemption, each with its legal note.

  7. 7

    Early-payment discount and terms

    Skonto and payment terms from your defaults, adjustable per customer.

  8. 8

    Archived as sent

    Company register, court and bank in the footer. The PDF is stored unchangeably when you finalise, as Austrian and German bookkeeping rules (BAO, GoBD) require.

Your sales

Less Excel, more yeses.

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My day in PrestoCRM: tasks, getting-started steps and deals with no next step
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The quote editor in PrestoCRM with the A4 preview of the finished quote
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The deal pipeline in PrestoCRM with totals and weighted revenue

Features

Built for the way business is done here.

Not an American CRM with a German translation, but one that knows VAT IDs, the company register and your tax adviser from day one.

Move over in an afternoon

Bring your contacts, companies and open deals over from Pipedrive, HubSpot or Excel. PrestoCRM spots duplicates and merges them. Rather not do it yourself? We will move you.

  • Pipedrive1,240 contacts · 86 deals
  • HubSpotCompanies, contacts, deals
  • Excelcustomers.xlsx

Import complete

  • Created1,228
  • Duplicates merged12
  • Open deals86

Undo with one click

Accepted? Straight to accounting.

One click turns an accepted quote into an invoice in Lexware Office or sevdesk. Your tax adviser gets an export for DATEV and BMD.

AcceptedInvoice in Lexware Office
Lexware OfficesevdeskDATEVBMD

Emails land on the customer

Put your personal PrestoCRM address in BCC and the email appears in the timeline of the contact, company and deal. No plug-in, works with any email app.

To[email protected]

Bcc[email protected]

Quote: website relaunch

VAT ID checked before it counts

For EU reverse charge, PrestoCRM checks your customer's VAT ID (UID) directly with the EU and keeps the proof. Company register and customer numbers too.

VAT ID

DE 284 716 539valid

EU check (VIES), 10 Oct 2026, 09:14

With you on the road

PrestoCRM runs in the browser and installs on your phone like an app. Log the next step right after the meeting, before you forget it.

PrestoCRM on an iPhone: the deal pipeline with stages as tabs

Your customer data stays in Europe

An Austrian company, servers in the EU and a contract you can understand. And if you ever want to leave, you take everything with you.

  • Hosted in Germany, at Hetzner
  • Sign the DPA online in two minutes
  • Two-factor sign-in
  • Export all your data as a ZIP, any time
  • Public list of all sub-processors
  • No AI credits that suddenly run out

Templates

Your first quote almost writes itself.

Tell PrestoCRM what you sell when you sign up. You get a pipeline, sample customers and a quote template for your industry, with sections and realistic prices. Later, any quote can become your own template.

For agencies

Website project

  • Workshop and audience analysis1 flat fee
  • Screen design for home page and three subpages1 flat fee
  • CMS implementation40 hrs
  • Maintenance and updates, monthlyoptional

For IT service providers

IT workstations

  • 14-inch business notebook with docking station5 pcs
  • Microsoft 365 Business Standard, 12 months5 licences
  • Setup and data migration5 pcs
  • Maintenance contract, monthlyoptional

For consultancies

Consulting project

  • Kick-off workshop1 day
  • As-is analysis and interviews3 days
  • Concept and action plan2 days
  • Coaching for managersoptional

Pricing

Quotes on every plan. No small print.

Per user per month, plus VAT. All Business features free for 30 days, no credit card needed.

Start

For sole traders and small teams

€15€18per user / month

billed yearlybilled monthly, cancel any month

Try free for 30 days
  • Up to 3 users
  • 20 quotes a month, VAT-correct with an archived PDF
  • 1 pipeline, 10 custom fields
  • Contacts, companies, activities and products
  • CSV import and export
  • “Created with PrestoCRM” note on the quote
  • Email support in German and English

Business

Recommended

For teams that write quotes

€29€35per user / month

billed yearlybilled monthly, cancel any month

Try free for 30 days
  • Unlimited users and quotes
  • Quotes with Skonto, sections and optional lines
  • Several pipelines, unlimited custom fields
  • Roles and permissions, saved team views
  • Bulk actions and full data export
  • PrestoCRM note on the quote can be switched off
  • Email support in German and English

Pro

For teams that need an audit trail

€49€59per user / month

billed yearlybilled monthly, cancel any month

Try free for 30 days
  • Everything in Business
  • Change log for every field
  • Priority support

Founding offer: The first 100 businesses pay 25% less for 24 months.

Read-only access for any number of colleagues is free. E-invoicing (ZUGFeRD, XRechnung) follows as an add-on from Q4 2027.

Questions

What businesses ask us.

Something else? Write to us and a human will answer, in English or German.

How long can I try PrestoCRM for free?

30 days with every feature of the Business plan, no credit card needed. At the end you decide whether to continue and on which plan.

What happens after the trial if I don't subscribe?

Nothing is deleted. Your workspace becomes read-only: you can still see all your data and export it at any time. As soon as you choose a plan, you pick up where you left off.

Can I move over from Pipedrive, HubSpot or Excel?

Yes. Import your contacts, companies and open deals, and PrestoCRM spots duplicates. If you would rather hand the move off, our migration package does it for you.

Where is my data stored?

In Germany: with Hetzner Online GmbH, a German provider, in its Falkenstein data centre. You sign the data processing agreement (DPA, AVV in German) online, and every sub-processor is listed publicly.

Does PrestoCRM also do invoicing?

PrestoCRM covers everything up to the accepted quote. One click turns it into an invoice in Lexware Office or sevdesk, and your tax adviser gets an export for DATEV and BMD. Our own e-invoices (ZUGFeRD, XRechnung) follow as an add-on from Q4 2027, in good time before e-invoicing becomes mandatory in Germany.

Does PrestoCRM work for Germany and Switzerland too?

Yes. VAT rates, currency, number ranges and legal notes follow the country of your company, EU reverse charge included. The app is in German, or in English if you prefer.

Who on my team needs a paid seat?

Only people who edit customers, deals or quotes. Read-only access, for example for management or accounting, is free on every plan.

Can I cancel at any time and take my data with me?

Monthly plans can be cancelled monthly, yearly plans at the end of the year. You can export all your data as a ZIP at any time, free of charge.

Try it with your own customers.

Import your Excel list, write your first quote from a template. In 30 days you will know whether PrestoCRM fits your business.

Try it free for 30 daysNo credit card · cancel monthly