Features

What IIA takes care of in your business.

Six areas. One data set. Modular and expandable.

IIA is a modular CRM & ERP platform for companies in the DACH region. Customer management, quotes, e-mail, calendar, tasks, finance, bookkeeping preparation, time tracking and telecommunications come together in one system. Captured once, available everywhere. You start with one area and switch on more when you are ready.

The areas

Six areas. One system.

For each area you can see which module covers it and whether it is already generally available.

Telecom costs under control

Which phone number costs what? Which contract expires when? Where are costs rising? IIA Radar knows, per employee, department and cost center, month after month. It flags contract ends in time. No spreadsheets, no provider lock-in.

CRM & sales

Manage customers, contacts, quotes, orders, e-mail, appointments and tasks centrally.

Marketing & automation

Plan campaigns, automate workflows and keep nurturing prospects. This area is currently in its beta phase.

  • Marketing in IIA Pulse Beta phase

Finance & accounting

Organize invoices, receipts, expenses and bank reconciliation and prepare bookkeeping for your tax advisor.

People & time

Manage staff, working hours, project hours, holidays and absences. Plus IIA Road, a digital logbook per vehicle.

Commissions & sales targets

Record sales once, staff commissions are calculated automatically. Targets, projects, monthly performance, closed deals and team ranking at a glance, including a daily target status by e-mail.

IIA ToGo: your office fits in your pocket.

Many business owners and their employees spend most of their working day out and about: at the customer's site, on the job, between appointments. That is exactly what IIA ToGo, the mobile view of IIA, is for.

Straight from your phone you add new customers, enter appointments, write notes and tasks, clock in and out, and photograph invoices that land in the Vault immediately.

That way, the important contacts and details from a customer conversation are never lost again. They are available in the office right away.

Mobile view of IIA ToGo on an iPhone: add customer, add appointment, write note, add task, IIA Time and inbox as tiles.
How it works together

Captured once. Available everywhere.

The value emerges when the areas work with each other.

  1. IIA ToGo
  2. New customer
  3. CRM
  4. Quote
  5. Appointment / order
  6. Time tracking
  7. Invoice
  8. Accounting
  9. Dashboard
  • No duplicate data entry.
  • No information silos.
  • Fewer system switches.
Thinking along, not just filing

What IIA takes care of on its own

The idea of software that "thinks along" made real: these tasks run in the background, without anyone having to remember them.

  • Read invoices and receipts automatically, including from photos and PDF attachments.
  • Generate account suggestions based on your chart of accounts and supply your tax advisor with a BMD-compatible export.
  • Flag deadlines, due dates and contract expiries in time, before they become expensive.
  • Keep track of open items, incoming payments and reminder stages and reconcile the bank statement.
  • Reports without manual compilation: revenue, open quotes, cost per cost center, telecom costs per phone number.
  • Detect duplicate invoices before they get paid twice.
Security & trust

Can I trust IIA?

GDPR & EU data processing

Hosting and processing in the EU, data processing agreement under GDPR.

Roles & permissions

Role-based access per module and department, multi-tenant architecture.

Backups

Regular backups with a tested restore path.

Encryption

Encrypted transport (TLS) and protected document access.

Support & onboarding

Personal introduction, data migration and a direct contact person.

Developed in Austria, for the DACH region

Leave law, BMD export and the telecom providers of Austria, Germany and Switzerland considered from the start.

FAQ

Frequently asked questions about IIA

What exactly is IIA?

IIA is a central business platform for SMEs: customers, communication, quotes, finance, accounting, staff, time and telecommunications come together in one system. The modules IIA Pulse (CRM & organization), IIA Vault (finance & accounting), IIA Time (staff & time) and IIA Radar (telecommunications) can be used individually or together.

Do I have to introduce all modules at once?

No. You start with the area that costs the most time today and expand step by step. Data is available in the shared dashboard from the first module on.

How does my existing data get into IIA?

Contacts, invoices and receipts are migrated together during onboarding. IIA Radar reads telecom invoices from all major providers in the DACH region directly as PDFs.

What does IIA do differently for telecommunications?

IIA Radar reads mobile and internet invoices automatically, assigns costs to numbers and lines and shows trends and contract terms in the cockpit. The analysis is independent and based solely on data provided by the customer.

Does accounting work with my tax advisor?

IIA Vault prepares receipts with account suggestions based on your chart of accounts and generates a BMD-compatible export for your tax advisor.

Where is my data stored?

Hosting and processing take place in the EU. Access is role-based and tenants are strictly separated.

Is IIA a partner of specific telecom providers?

No. IIA is an independent software solution and not tied to any provider. IIA does not rate providers and makes no binding decisions. In preparation: tariff suggestions that match your actual usage. The decision stays with you.

Is IIA also suitable for sole traders?

Yes. One person businesses and small companies in particular lose a lot of time on administration without having dedicated resources for it. You start with one module, pay only for that area and expand as your company grows. On request, we handle the setup together with you.

Do I need an IT service provider for the setup?

No. The introduction is guided by us. We migrate existing contacts, invoices and receipts together with you during onboarding and configure the modules for your workflows.

How many programs does IIA replace?

That depends on your current landscape. In practice, companies use IIA to cover areas for which they previously ran between four and eight separate solutions.

What does IIA cost for a small company?

Usage is based on packages that follow the areas you need. You pay only for the modules you actually use. We discuss the specific combination in the initial call.

Can I expand IIA later?

Yes. Modules can be added at any time. You do not switch systems and lose no data, because all areas work on the same data set.

You know the features now. See them in your business.

In a short call we show you the areas that matter to you, based on your own workflows.

Book an initial call See for yourself. Free for 14 days.