Consultra

What Consultra does

Consultra AG is a privately held Swiss software and IT services company headquartered at Seebahnstrasse 85, 8003 Zürich, founded in 1974 and operating with 251–500 employees. The company develops and sells coreM, a modular all-in-one business software platform marketed to Swiss small and medium-sized enterprises (KMU). The platform bundles five marketed modules — corePROJECTER (project and order management, time recording, automated delivery-note and invoice email generation), coreCUSTOMER (CRM and customer/contact/order visibility), coreABSENCER (absence, holiday, and vacation planning), coreCASHBOOK (expense and revenue tracking), and coreEMPLOYEE (personnel data and permission administration) — together with centralized document management and IT monitoring capabilities. coreM is positioned for location-independent work across office, home office, and mobile use cases, with all data stored in Switzerland in a GDPR-compliant (datenschutzkonform) environment.

The core technology is a single integrated platform rather than a set of standalone products: workflows and documents are designed to flow across modules, eliminating data silos between finance, HR, project, and order functions. Consultra also extends coreM with bespoke customer-specific feature development built directly into the platform. Beyond the software itself, the company provides managed IT infrastructure services — continuous system monitoring, defined response times, regular backups, security maintenance, and full-scope ITC planning, building, and operation of customer IT environments.

The revenue model combines three streams: (1) modular software licensing / subscriptions for coreM, billed monthly with quote-based pricing tied to module selection and requirements; (2) managed IT services covering monitoring, infrastructure, and security; and (3) custom development for individual extensions to coreM. The company goes to market through a sales-led, consultancy-driven direct engagement with Swiss KMU, supported by a corporate website (consultra.ch), a dedicated product site (corem.ch), customer testimonials (notably INTERSERV AG, which has deployed the full coreM suite across its translation businesses for years), and direct phone and email contact ([email protected], +41 44 445 77 88), with 24/7 customer service. Customer support and payment cadence are both explicitly month-based, and pricing is not publicly disclosed.

Name

Consultra

Legal name

Consultra AG

Website

https://consultra.ch

Company type

Private

Founded year

1974

Operating status

Operating

Headcount range

251–500 employees

Short description

Consultra AG is a privately held Swiss software and IT services company (Zürich, founded 1974, 251–500 employees) that develops and sells coreM, a modular all-in-one business software platform targeting Swiss small and medium-sized enterprises across finance, HR, projects, orders, and planning.

Ownership category

akta.pro rank

Product category

Business Software

NAICS

Software Publishers (51321), Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Management Consulting Services (8742)

akta.pro primary industry

Configuration Management Database (CMDB) Platforms (HDAEALAE)

akta.pro secondary industry

Product Lifecycle, NPI & Industrialization (Design-to-Operate) (BPAHAHAK)

Keywords

• Business software
• Project management software
• Customer relationship management
• HR management software
• IT managed services

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. coreM Software Licenses/Subscriptions: Modular business software platform sold to KMU with individual module licensing. Modules include project management (corePROJECTER), CRM (coreCUSTOMER), absence management (coreABSENCER), cashbook (coreCASHBOOK), and employee management (coreEMPLOYEE).
2. IT Services and Support: Ongoing IT support, monitoring, security services, and ITC infrastructure planning, building, and operation services.
3. Custom Development: Individual extension of coreM platform to meet specific customer requirements and development of new features directly into the platform.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Consultra AG develops and sells coreM, an All-in-One modular business software platform for Swiss SMEs that unifies finance, HR, projects, orders, and planning. The company licenses individual coreM modules (corePROJECTER, coreCUSTOMER, coreABSENCER, coreCASHBOOK, coreEMPLOYEE) and delivers related IT support, security, infrastructure, and custom development services.

Product overview

Consultra AG offers coreM, an All-in-One Business Software platform designed for SMEs (KMU). The platform consists of a modular architecture with core modules including corePROJECTER (project and order management), coreCUSTOMER (CRM and customer management), coreABSENCER (absence management), coreCASHBOOK (cash book), and coreEMPLOYEE (employee management). These modules are designed to work seamlessly together, covering finance, HR, projects, orders, and planning from a single central platform. The company also provides IT support, security services, IT infrastructure services, and document management capabilities.

Differentiator

Problem solved

Functional benefit

Brands

• coreM: All-in-One Business Software platform that unites business areas including finance, HR, projects, orders, and planning in a central platform.
• corePROJECTER
• coreCUSTOMER
• coreABSENCER
• coreCASHBOOK
• coreEMPLOYEE

Products and services

• coreM Business Software Platform All-in-One modular business software platform that unifies key business areas (finance, HR, projects, orders, planning) for Swiss small and medium enterprises, with centralized document management, Swiss-based GDPR-compliant storage, and location-independent workflows across office, home office, and mobile.
• IT Support, Security, and Monitoring Services Continuous IT monitoring, proactive stability and security maintenance, high availability, defined response times, and regular backups delivered to Swiss SMEs using coreM.

Quantifiable outcome

• Fundamental improvement in daily work routines reported by translation firm customer

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• SAP Business One: SAP Business One is the SMB-focused ERP suite from SAP, covering finance, sales, inventory, and project management for small and mid-sized companies. It competes with coreM in the Swiss mid-market and offers a much broader feature set via SAP's global ecosystem.
• Microsoft Dynamics 365 Business Central: Microsoft's cloud ERP for SMBs offers finance, project, supply chain, and CRM modules deeply integrated with Microsoft 365. It targets the same mid-market / SMB segment as coreM but at a much larger global scale with Microsoft's ecosystem advantages.
• Sage Group: Sage is a global incumbent in SMB accounting, payroll, and ERP software with products like Sage Business Cloud and Sage 50. It competes directly with coreM in the broader SMB back-office category, but serves a worldwide customer base rather than specializing in Switzerland.

Direct peers

• Run my Accounts AG: Run my Accounts is a Swiss provider of online accounting, payroll, and business management software for SMBs and fiduciaries. It directly competes with coreM's cashbook and finance modules in the Swiss market.
• Bexio AG: Bexio is a Swiss cloud-based business software suite for SMBs covering accounting, CRM, project management, and invoicing. It is the closest direct competitor to coreM in the Swiss KMU market, with a similar all-in-one modular value proposition and Swiss data residency.
• KLARA Business AG: KLARA is a Swiss cloud business platform for SMBs offering accounting, HR, and administrative modules with Swiss data residency. It is a direct head-to-head competitor to coreM in the Swiss KMU segment with a similar modular SaaS + local-data strategy.
• Abacus Research AG: Abacus is a long-established Swiss ERP/business software provider for SMEs and larger mid-market firms. Like Consultra, it is headquartered in Switzerland, serves German-speaking SMB customers, and offers modular business software including finance, HR, and project management.

Regional players

• lexoffice (Haufe Group): lexoffice is a German cloud accounting and business management solution for SMBs, offered by Haufe Group. It is comparable in serving the German-speaking SMB back-office market but does not directly compete in Switzerland.
• sevDesk GmbH: sevDesk is a German cloud-based accounting and ERP platform for SMBs and freelancers. It is comparable in target customer and product scope (modular finance/CRM) but operates primarily in Germany rather than Switzerland.

Emerging players

• Odoo SA: Odoo provides an open-source suite of business apps (CRM, accounting, project, HR, inventory) sold to SMBs worldwide. It is comparable to coreM's modular all-in-one approach and represents the open-source/cloud-native competitive threat in the same horizontal SMB market.

Market position

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/consultraag
• Facebookfacebook.com/Consultra-1707106909512739
• LinkedInlinkedin.com/company/consultra-ag

Compliance1 record

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 Consultra