Customer Management

Your Clients. Organised.
No CRM Required.

Keep track of every customer, send invoices directly via email, store contracts and notes—without the complexity of enterprise software. Built for freelancers who want simplicity, not features they'll never use.

Magic Heidi Customer Management

Freelancers Don't Need
Enterprise CRMs

Sales pipelines, lead scoring, marketing automation—none of that helps you send an invoice faster. You need to know who your clients are, email them directly, and find that contract from six months ago. That's it.

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Scattered filesContracts in email, notes in spreadsheets, invoices somewhere else
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Lost contextWho was that client again? What did we agree on?
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Wasted timeCopy-pasting emails, hunting for attachments, manual tracking
One-Click Sending

Invoices to Inbox.
Instantly.

Create an invoice and send it directly to your customer. They receive a professional email with your logo, invoice details, and a PDF with Swiss QR-bill attached. When they pay, swipe to mark it done.

Magic Heidi Direct Invoice Sending
Lightweight CRM

Notes That Stay Where They Belong

Had a call about a potential project? Client prefers invoices at month-end? Add a private note. It stays attached to the customer profile—visible only to you, available whenever you need the context.

Magic Heidi Customer Notes
Comparison

Magic Heidi vs. Full CRMs

You're a freelancer, not a sales team. Here's what you actually need.

FeatureMagic HeidiSalesforceHubSpotPipedrive
PriceCHF 30/moCHF 75+/moCHF 45+/moCHF 25+/mo
Setup Time2 minutesDays/WeeksHoursHours
Target User Freelancers Enterprises Sales Teams Sales Teams
Swiss Invoicing Built-in No No No
QR-Bill Support Yes No No No
Learning Curve None Steep Moderate Moderate

Built in Switzerland.
For Swiss Freelancers.

Your customer data is stored exclusively on Swiss servers in Zürich. Magic Heidi is owned by a Swiss freelancer and built specifically for the Swiss market—with support in German, French, Italian, and English.

🇨🇭 Made in Switzerland
🔒 Data in Zürich
💬 Support in 4 Languages
4.9★ Rating
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Swiss QR-Bills

Every invoice includes proper Swiss payment slips

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Swiss Data Storage

Your data stays in Zürich

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Swiss VAT Support

Multiple VAT rates, proper compliance

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All Platforms

iPhone, Android, Mac, Windows, Web

Testimonials

What Freelancers Say

Real reviews from Swiss self-employed professionals.

5 / 5

J'utilise Magic Heidi pour la gestion de mes clients, adresses, facturation, devis, mais aussi pour toutes mes dépenses. La réactivité pour avoir de l'aide auprès du support est rapide, claire et très professionnelle.

Nathalie

Service de nettoyage

5 / 5

Excellent application! I had direct contact with the developer and they added modifications in a short time based on my suggestions. Magic Heidi has become my business invoicing app.

pho.gar

Mac User

5 / 5

The app is very intuitive to use, the design is clean and beautiful. Not something you usually see, specially for an invoicing app.

Jacky

Co-Founder, PlaynVoice

FAQ

Frequently Asked Questions

Can I import my existing customer list?

Yes! Email us your customer list (Excel, CSV, or any format) and we'll import it for you. No manual data entry required.

What files can I attach to customers?

Any file type—PDFs, images, Word documents, contracts, whatever you need. They're stored securely and accessible from any device.

Can I send invoices to multiple email addresses?

Yes. You can add multiple recipients to any invoice email, which is useful when your client's accounting department needs a copy.

Is this a full CRM?

No, and that's intentional. Magic Heidi gives you the customer management features freelancers actually need—contacts, files, notes, direct sending—without the complexity of enterprise CRM software.

Can I track which clients owe me money?

Absolutely. You can see all invoices per customer, filter by payment status, and send payment reminders directly from the app.

Does it work offline?

The native apps (Mac, Windows, iPhone, Android) work offline. Your data syncs automatically when you're back online.

Start Managing Clients Today

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