Trusted by over 500 companies in Germany, Austria, Switzerland, and South Tyrol
Does this sound familiar?
Customer data and quotes scattered across Excel spreadsheets, email inboxes, and the minds of individual employees.
Knowledge that exists only in their employees’ minds goes home at 5 p.m. They hope it will come back the next day.
Management asks, "How are things going in sales?"—and no one can give a reliable answer.
Overview of core functions
Contact management
- Central contact database with custom fields
- All emails visible directly for each contact (no need to switch mailboxes)
- Link to tasks, projects, documents, and appointments
Overview of your leads and projects
- Kanban Boards with customizable phases
- Audit trail: “Who, when, what” at a glance
- Mobile access with full functionality
100% customizable to your processes
- Role-Based Visibility: You control who sees which communications
- Customizable forms, required fields, and process steps depending on the process
- Integrations and connections via interfaces or APIs
Communication & documentation—seamless and directly in the CRM
- Appointments & video meetings—Automatically synced with the contact
- Chat, phone calls, and emails—right in Consolidate
- Consolidate Office: Quotes, proposals, presentations, spreadsheets—all without M365 or Google
Why a "Made in Austria" CRM makes a difference for your data
Consolidate processes your CRM data exclusively on servers in the EU or, optionally, on your own infrastructure—unlike all U.S. providers (such as Salesforce or HubSpot), where unauthorized access by U.S. organizations cannot be prevented due to the CLOUD Act.
- Choose between EU cloud or on-premises
- GDPR-compliant by design, not retroactively implemented
- European AI (Mistral AI)
- Developed in Austria for SMEs in the DACH region
- On the market for 30 years
- Full data sovereignty: You decide where your data is stored
Who is Consolidate CRM designed for?
- Sales teams that want to continue working without switching tools
- SMEs without their own IT department
- Companies with strict data protection requirements (e.g., law firms, asset management firms)
- Over 5,000 users with a wide range of needs already trust Consolidate
Everything's connected – your CRM doesn't work alone
With most providers, CRM is just another tool that you have to set up and manage separately and painstakingly integrate with the rest of your systems. With Consolidate, it’s part of a unified platform from the start—with the same contacts, the same files, and the same user management as all other modules.
CRM ↔ Email:
Every message to or from a customer automatically appears in their contact history—without any manual linking required.
CRM ↔ Calendar:
Appointments with customers are scheduled directly from the CRM and immediately appear in the team calendar.
CRM ↔ Projects & Tasks:
A closed deal becomes a project with tasks with just one click—without having to re-enter any data.
Everything stays up to date automatically and in one place.
(No exporting, no copy-pasting, no sync errors between tools).
Discover how your CRM integrates with team email, project management, and tasks.
COST COMPARISON
How much a comparable software stack usually costs
Calculated for a team of 10 people. Consolidate replaces all six categories with a single, GDPR-compliant platform hosted on an EU server.
| Feature | Price/User/Month |
|---|---|
| CRM e.g., Pipedrive | 34,00 € |
| Knowledge Base e.g., Notion | 19,50 € |
| Documents, Email & Calendar e.g., Microsoft 365 | 20,36 € |
| Video Conferencing & Team Chat e.g., Microsoft Teams | inkl.* |
| Projects & Tasks e.g., monday.com | 12,00 € |
| AI Assistant e.g., ChatGPT Business | 21,00 € |
| Asset Management e.g., specialized asset management software | starting at 8,00 €** |
| Total – 6 individual tools | 114,86 € |
| Consolidate Premium - all inclusive | 24,00 € |
| Savings per user per month compared to a stack of individual tools—for 10 users, that amounts to approximately 11,000 € per year. | –79% Savings in the first year |
* Already included in Microsoft 365 Business Standard (with Copilot). ** Object management is typically billed as a flat rate rather than per user (allocated here across 10 users). All prices: providers’ publicly listed annual rates, as of 2026, net per user/month. Information provided without guarantee.
All the information. One place. Complete clarity.
With Consolidate, companies can find what they need—quickly, centrally, and transparently.
FAQ
Consolidate CRM is the central contact and company database within the Consolidate platform. Instead of a standalone contact list, it automatically links contacts to shared emails, tasks, appointments, and documents, so your team can see the full context of a customer at a glance—without having to switch between multiple tools.
Pipelines map out your sales process in clearly defined phases. You can easily define these phases as statuses in the admin area and assign them to the corresponding tasks. This allows you to create a project, and the Kanban view gives you a perfect overview of your sales pipeline. Deals are created as tasks and can be moved between phases using drag-and-drop, so you can always see where a deal is in the process.
Yes. You can freely name the different phases of a task, reorder them, and add additional phases so that the workflow aligns with your specific sales process.
Contacts and companies are managed in a central, fully customizable database. You can create custom fields, assign contacts to a company, and view the associated communications, tasks, and documents directly from the contact's profile.
Consolidate offers options for importing existing contact data as well as an open API that allows the CRM to be integrated with other systems. Please feel free to contact us regarding any custom integration requirements.
All team members work with the same data: communication, tasks, appointments, and documents related to a contact are all visible in one central location rather than scattered across individual inboxes. Role-based permissions control who can view or edit which content.
Yes, you can import existing contact and company information, allowing you to transfer your existing database without having to manually rebuild it.
Yes, the CRM is included in all Consolidate plans—including the free edition. Future CRM features will automatically be available to all customers.
Yes. Your data is protected through role-based access control and regular backups. Data processing takes place exclusively on servers in the EU or on your own on-premises infrastructure—in full compliance with the GDPR.
