Catalogue, costing, revisions and invoices in one workspace.
Open view ↗Explore the features you need, with optional CELVENO AI.
For small businesses.
Approx. 50–200 AI actions/month
For SMEs and teams.
Approx. 200–500 AI actions/month
For larger businesses.
Approx. 1,000–2,500 AI actions/month
Indicative AI allowances depend on the feature used. Additional allowances are available separately.
Features at a glance. The available scope depends on your chosen plan.
For trades and installation teams, field services, service businesses and SMEs handling items, materials and customer work. CELVENO is not limited to one industry.
Create and edit quotes, combine items and services, and reuse saved templates or item groups. Mark optional items separately and review internal costs and margins. Keep prices and changes clear.
Available features depend on the plan. Export the customer document as a PDF and prepare it for sending. Separate attachments are not automatically included in the quote PDF.
Maintain customer records centrally and manage items, labour hours, services and prices in the company catalogue. Reusable groups help reduce duplicate entry. Existing items can also be used in the optional inventory module.
Manual entry remains available. Document and list imports require the relevant plan and feature activation; check supported formats and extracted content before applying it.
Continue from quotes to invoices within the existing workflow. Roles and permissions determine who can read or edit work. Activity history and plan-dependent backups support traceability. CELVENO runs in a browser on desktop and mobile devices.
CELVENO is not a full accounting system. No native app-store app or complete offline operation is promised.
CELVENO AI depends on your plan and uses limited company allowances. Users review suggestions and extracted information; there is no automatic professional approval. The inventory module requires separate company activation and appropriate permissions.
Create, edit and duplicate quotes manually, and keep track of their status.
Maintain customer records in one place and start new work from the customer profile.
Manage products, labour hours, units and price lists in your company catalogue.
Reuse recurring services as presets or groups. List optional items separately.
Review purchase prices, selling prices, costs and margins. Internal figures stay out of the customer document.
Track changes and clearly distinguish each version of a quote.
Turn quotes into invoices. Use Swiss QR with compatible bank details, or an international IBAN.
Export customer documents as PDFs and send them by email.
Connect business mailboxes, handle and assign customer enquiries together. Turn an enquiry into a quote and reply directly.
Learn more →Assign company admin, quote admin, staff and read-only access as needed.
See open work, key figures and notices at a glance. Follow changes in the activity history.
Automatic backups on your plan’s schedule, including its AI variant.
Submit support requests, ideas and suggestions directly in CELVENO.
Invite colleagues, request collaboration and hand responsibility over clearly. Viewing and editing permissions remain separate.
Explore collaboration →Connect your business mailbox to CELVENO and handle customer enquiries where you create your quotes. A shared inbox helps your team keep track: who owns each enquiry, what is being worked on and which messages still need a reply?
Connect Google/Gmail, Microsoft 365/Outlook and other compatible providers using IMAP/SMTP. Setup depends on the provider.
Handle customer emails and connected website forms in one place.
Use a company mailbox for your team and add personal business mailboxes as needed. Access follows each user's permissions.
Take ownership of enquiries or assign them to colleagues. See who is handling each enquiry. An editing lock helps prevent duplicate work.
Create a quote from a customer enquiry and keep the two linked.
Write replies and manage drafts in CELVENO. Add the quote PDF and selected attachments for sending.
View the connection status and last retrieval, check the connection and send a test email.
Disconnect or remove mailboxes when needed. Credentials are stored encrypted on the server.
Less switching between your mailbox and quoting tool. Clear responsibilities and a traceable process for handling customer enquiries.
Connect business mailboxes, assign enquiries and turn them into quotes: CELVENO brings customer communication and quoting closer together.
Read the news article →A quote often needs input from several people. Clear responsibilities and targeted invitations let colleagues work on the same quote while keeping ownership clear.
Employees can view their company’s quotes within their module permissions. Editing requires the appropriate permission. Being able to see a quote does not automatically grant editing access.
The person responsible and company admins can invite colleagues to collaborate. Once they accept, they can help edit the quote. Responsibility remains with the same person.
Employees can request to collaborate or take over responsibility. Authorised people can accept or decline requests, which are available under Notifications → Collaboration requests.
Responsibility can be transferred to another employee or company admin. Existing invitations remain in place during a standard transfer.
Quotes can also have no assigned owner. Removing the assignment removes co-editing permissions. Company admins can assign responsibility again.
One combined card shows the person responsible and a prominent invitation button. Further settings and requests can be expanded, keeping the main actions easy to reach.
An indicator shows who recently opened the quote. Saving an outdated version is detected as a conflict. Concurrent changes are not merged automatically; this is not live synchronisation and does not include live cursors.
When removing an employee, quotes, orders and shared work can be handed over to a successor. The original creator information is preserved.
The interface supports mobile devices and desktop. The CELVENO app supports German, English, French, Italian and Spanish. Mobile navigation now clearly highlights Orders and More.
Clear responsibilities make handovers easier. Targeted editing permissions help your team work on a quote together while keeping track of who is responsible.
AI prepares the work. You review and decide. Manual quotes also work without AI.
Turn customer enquiries into a draft quote. Review items and prices before applying them.
Analyse PDFs, Excel lists and product images. Review extracted content for quotes or your catalogue.
Transcribe spoken information and use it as the starting point for a quote.
Find similar quotes, catalogue items and suitable presets to build on.
Analyse customer replies, suggest changes and review quotes before sending.
Improve descriptions, write covering emails and prepare replies.
Prices and changes are applied only after your review. AI & privacy →
From catalogue to stockroom. Use QR codes to find the right item.
Requires separate company activation. Access follows company and user permissions.
Choose a shared storage location when adding items. New inventory items start at zero stock; existing items and quantities are retained. Movements record the time and user. Low-stock notices appear in CELVENO.
Add catalogue items to inventory and export QR labels as a PDF.
Open the QR code or scan it in CELVENO. Access follows your company and user permissions.
Record the quantity and movement deliberately. The time and user make the transaction traceable.
Schematic illustration, not an operational scanner. Optional module requiring company activation; please enquire about production availability.
Inventory transactions require an internet connection. Labels are printed from the PDF; direct printer integration is not included. There are no automatic email or push stock alerts. Automatic material deductions when finalising a quote are not promised. Please enquire about availability and activation.
Real product views and clear examples when you want a closer look.
Start with a blank quote or use your existing documents. You control the items, prices and approval.
Enter items manually, use your catalogue or prepare documents with CELVENO AI.
Open view ↗Edit items, add services and check your costing. You decide which suggestions to accept.
Open view ↗Export the reviewed quote as a PDF. Internal purchase costs and margins stay out of the customer document.
Services, quantities, selling prices and the total belong in the customer view. Purchase costs and margins support your team’s costing.
Example project · Fictional data
| Service | Qty | CHF |
|---|---|---|
| Installation · CHF 90/h | 2 h | 180.00 |
| Materials | 1 | 80.00 |
Optional: additional travel CHF 40.00 net — not included in the total.
A customer needs a different quantity? Review the adjustment and continue with a traceable quote revision.
“Please quote for 12 instead of 10 units.”
