Name

Tasix

Legal name

Tasix GmbH

Website

https://tasix.ch

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Insurance Brokerage CRM Software

NAICS

Custom Computer Programming Services (541511), Computer Systems Design Services (541512)

SIC

Services-Computer Programming Services (7371)

akta.pro primary industry

Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD)

Keywords

• Insurance broker CRM
• Custom software development
• Workflow automation software
• Document management system
• Cross-platform C++ development

Headquarters

HQ city

Dielsdorf

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Software Development Services: Full-cycle software development as general contractor, including requirements specification, project planning, UI design, coding, testing, installation, internationalization, documentation, beta testing, and end-customer support.
2. Gofer CRM Product: License or subscription model for Gofer CRM software specifically designed for insurance brokers, with associated Tasix Server infrastructure.
3. Consulting Services: Technology consulting including C++ expertise, database systems, cross-platform development, and USB/TCP/IP/RS232 communication implementation.
4. Project Staff Augmentation: Placing experienced software developers into client development teams to provide support and expertise.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Tasix develops and sells Gofer, a proprietary CRM system purpose-built for insurance brokers that consolidates customer data, insurance policy tracking, appointments, tasks, documents, and programmable workflows. In parallel, the company delivers full-cycle custom software development as a general contractor, technology consulting, and project staff augmentation, primarily for Swiss clients. Additional developed products include easyMEMO (multi-language color recipe database) and DIWODAT (PHP-based indoor air quality project management).

Product overview

Tasix is a software engineering company that offers both proprietary products and custom software development services. Their core product portfolio includes Gofer, a CRM system designed for insurance brokers, which serves as their primary integrated solution combining customer management, insurance policy tracking, calendar/appointment management, task management, document handling, and workflow automation. Supporting products include easyMEMO (color database for Printcolor) and DIWODAT (web-based project management for room air hygiene). Tasix Server is an add-on server module providing database, fax, and backup functionality for Gofer. The company also provides software development services including custom development, consulting, and project participation, with expertise in C++, STL, Boost, XML (Xerces-C++), and cross-platform development for Windows, Linux, and Mac OS X.

Differentiator

Problem solved

Functional benefit

Brands

• Gofer: CRM tool specifically developed for insurance brokers, containing customer management, insurance tracking, calendars, tasks, and document management features.
• easyMEMO
• DIWODAT

Products and services

• Gofer Gofer is a CRM system specifically designed for insurance brokers, providing centralized management of customer data, insurance policies, appointments, tasks, documents, and programmable workflow automation. It includes a calendar, document generation with templates, mass mailing capabilities, and integrates fax, email, and phone functionality for insurance brokers and consultants.
• easyMEMO easyMEMO is a multi-language color recipe database application developed by Tasix for Printcolor, distributable to Printcolor's customers via internet or CD. It contains color recipes defined by Printcolor and runs in five different languages, serving Printcolor's printing and color-industry customers.
• DIWODAT

Quantifiable outcome

• Gofer has been productively deployed since 2004, demonstrating long-term viability and reliability.

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature6 records

Partnerships

Five partnerships are on record, tiered core and minor.

• ABC ÄrzteberatungsstellecoreStrategic or Co-development Partner · 1 January 2004Collaborative development partnership for Gofer CRM system. ABC Ärzteberatungsstelle provided domain expertise for insurance broker requirements, while Tasix handled software development. The Gofer CRM has been productively deployed since early 2004.
• PrintcolorminorStrategic or Co-development PartnerTasix developed easyMEMO, a complete color database solution for Printcolor. The solution provides Printcolor's customers with a color recipe database accessible via internet or CD, running in five languages.
• Bau- und UmweltchemieminorStrategic or Co-development PartnerTasix developed DIWODAT, a web-based PHP solution for capturing, managing and evaluating projects and measurement values related to indoor air quality testing for Bau- und Umweltchemie.
• InnotronicminorStrategic or Co-development PartnerPartnered with Innotronic for the DIWODAT project, combining Tasix's software development expertise with Innotronic's capabilities.
• X-RiteminorStrategic or Co-development PartnerTasix supported X-Rite in realizing various projects including Ink Formulation, ColorQuality products, and diverse SDKs.

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• Applied Systems: Largest provider of agency management systems and CRM for insurance agencies in North America and increasingly Europe. Comparable as a vertically-specialized insurance broker/agency software vendor, though operating at vastly greater scale and with a SaaS delivery model.
• Zoho: Broad CRM and business applications suite that insurance brokers may adopt in place of vertical-specific tools. Comparable as a horizontally-applicable CRM competitor with workflow and document management features overlapping Gofer.
• Vertafore: Major insurance industry software platform offering agency management, CRM, and rating solutions. Overlaps directly with Tasix's Gofer CRM in serving insurance brokers with workflow and policy management.
• Salesforce: General-purpose CRM platform with insurance industry-specific clouds and AppExchange solutions for brokers. A broad incumbent alternative that brokers may select over Gofer despite the latter's vertical specialization.
• EZLynx (Roper Technologies): Insurance agent platform combining rater, CRM, and agency management capabilities. Overlaps with Gofer on broker CRM and workflow functionality, delivered as a modern SaaS solution backed by Roper Technologies.
• HubSpot: General-purpose CRM and marketing automation platform often adopted by insurance brokerages as an alternative to specialized tools like Gofer. Represents a competitive substitution risk for Tasix in the broker segment.

Direct peers

• NowCerts: Insurance agency management system combining CRM, policy management, and carrier integration in a cloud-native platform. Direct competitor in the same agent/broker enablement category as Gofer.
• Hearsay Systems: Digital engagement and CRM platform built specifically for insurance agents and advisors. Directly comparable value proposition — helping brokers manage customer data, communications, and workflows across channels.
• AgencyBloc: CRM and agency management system purpose-built for insurance agencies, focused on small to mid-market brokers. Closely comparable in product positioning to Gofer's vertical-specific insurance broker CRM niche.

Emerging players

• InsuredMine: Cloud-based CRM and agency management platform designed for insurance agencies with workflow automation and customer engagement features. Comparable emerging alternative to Gofer for small and mid-sized brokerages.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tasix