Advanzo – Your benefits
Advanzo automates the core processes in deal management. You save time, reduce errors and always keep an overview of your deals.
Close more deals, less admin.
A CRM that thinks ahead.
Your CRM waits for you to update it. Advanzo tells you every morning which deal to call today and has the reply already written. You just approve.
For startups, SMEs, founders, agencies & consultants, solopreneurs & freelancers and teams in sales, marketing and customer success who want their pipeline under control and faster closes.
No credit card. Ready in 2 minutes.
Meeting analysis3 tasks from the call
PipelineContactsEmailsTasks
LC
Lindt Consulting
CHF 24'000 · Anna W.
Proposal
82AB
Alpina Bau AG
CHF 58'000 · Marco B.
Negotiation
91ND
Nova Digital GmbH
CHF 9'500 · Anna W.
Discovery
47HI
Helvetia Immo
CHF 15'000 · Lea K.
Lead
23BS
Bergwerk Studio
CHF 12'000 · Marco B.
Won
96AI Autopilot
Follow up with Lindt Consulting
Proposal open for 6 days. Draft is ready.
ApproveLater
AI Assistant
Reply draft ready
In your tone. You review and send.
Deal Score
82/100
Companies and teams working with Advanzo
Already have a CRM? Then you know the problem.
HubSpot, Pipedrive, Salesforce and Zoho store your deals. Advanzo works them: it spots which deal has gone quiet, suggests the call and writes the follow-up. Switching takes under a week. Contacts, companies and deals come across by CSV or guided import, and your data stays in Switzerland.
How it works
How Advanzo works in 3 steps
From a free account to your first AI recommendation. No setup project, no credit card, no contract.
1
Sign up for free
Create your account in seconds with email or Google. No credit card, no contract. You are up and running in 2 minutes.
Takes 2 minutes
2
Import contacts and deals
Import your contacts and deals or connect Microsoft 365 or Gmail. Your pipeline is live right away. No consultants, no onboarding project.
Import or email connection
3
Close more deals
Advanzo shows you which deals need attention now, what the next step is and drafts the reply for you. You focus on selling.
More closes, less admin
Email first
Your inbox is the CRM. Not a side panel next to it.
Advanzo syncs Gmail, Microsoft 365 or any IMAP account both ways. Every mail lands on the right contact and deal, and the AI reads the whole thread before it answers.
Shared team inbox
sales@ is worked together. Every message is linked to its contact and deal, and everyone sees who replied.
Send straight from the CRM
Replies, forwards, attachments and threads work as in your mail client. Templates with placeholders, signatures, scheduled sending and open tracking included.
The AI reads the thread
Reply drafts, deal scores and Autopilot proposals come from the real conversation, not from a notes field.
See all features
Team inbox
sales@
AW
Anna Weber · Lindt Consulting
Re: Quote Q4
Deal · CHF 24'000
Draft ready
MB
Marco Bianchi · Alpina Bau AG
Meeting next week?
Deal · CHF 58'000
Task proposed
ND
Nova Digital GmbH
Request via web form
New lead
Contact + deal created
You review and send. Nothing goes out without you.
Solutions
One CRM for your team and your industry
Pick your entry point: by company size, team or industry. Each page shows how Advanzo works in your day-to-day.
By business segment
Startups
Fast start, grows with you
Learn more ›
SMEs
The CRM for Swiss SMEs
Learn more ›
Agencies & consultants
Every mandate in one CRM
Learn more ›
Solopreneurs & freelancers
Contacts and deals, no admin
Learn more ›
By team
Sales
Shared pipeline, clear owners
Learn more ›
Marketing
Leads where sales closes
Learn more ›
Founders & leadership
Revenue pipeline at a glance
Learn more ›
Customer success
Renewals and upsells in view
Learn more ›
By industry
SaaS & tech
Consulting & services
Real estate
Fiduciaries & finance
Manufacturing & industry
Trade & wholesale
Construction & trades
Healthcare & medtech
E-commerce
Education & training
Fintech
Non-profits & foundations
Hotels & hospitality
Travel & tourism
By strategic initiative
The one deal
One single deal can change everything. Don’t let it slip away.
The customer who saves your quarter wrote to you last week. They are still waiting. Advanzo notices when a deal goes quiet – and tells you each morning who you should call back today.
Start for free
No credit card. Ready in 2 minutes.
Pipeline
This week
HD
Helvetia Design GmbH
Score 84
BS
Bäckerei Steiner AG
Quiet for 14 days
NV
Nova Ventures
Score 61
LS
Loop Studios
Score 40
Advanzo suggests
Call Bäckerei Steiner today. Their last reply was positive – and 14 days of silence since.
Schedule call
Draft email
Hi 👋🏻
I'm Dejan, founder of Uliasti, the team behind Advanzo.
Sales should feel human. Direct. Personal.
It should feel good to reach out to someone you want to work with, build trust, and close deals that create real value.
That's how it used to be.
But something has changed.
Go-to-market got overloaded with tools that promised efficiency and delivered complexity instead. Endless fields. Manual updates. Systems that demand more effort than the value they return. You spend more time managing software than building relationships, and more time managing deals than closing them.
And yet the core hasn't changed. People work with people they trust. Conversations matter. Timing matters. Clarity matters. Technology should support that, not stand in the way.
That's why we built Advanzo.
Advanzo takes over the routine work and uses AI to write, summarise and analyse, so your GTM effort goes into relationships and deals instead of admin. It works the way you work: simple, fast, intelligent. Whether you're a founder, a sales team or a company, it adapts to your processes and runs in the cloud, private cloud or on your own infrastructure.
That's why Advanzo isn't another CRM you have to feed. It's the first one that feeds you: it reads your pipeline every night, notices where a deal has gone quiet, and puts the next step on your desk in the morning, draft included. You decide, it writes. Nothing goes out unless you approve it.
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Dejan Georgiev, dejan@advanzo.ch
Founder & CEO
Modules and features
Sales Management
Reporting features
Communication
Administration
Automation
Reporting functions
Customers value Advanzo for its user-friendly and intuitive interface. Getting started is easy, with no lengthy training required.
Advanzo stands for maximum usability. You'll find your way around the clearly structured and intuitive interface straight away and can work productively with no onboarding time.
Advanzo stores your data in Switzerland and meets the highest security standards. Your contact data belongs to you and is never shared or sold to other businesses.
Everything you need to close deals successfully
Easier and faster closing
Advanzo is a comprehensive, user-friendly deal management and CRM platform.
You're fully supported across the entire deal-management process – from the first point of contact to closing.
All your deals, pipelines and opportunities at a glance
Keep complete oversight of your entire pipeline at all times – from new opportunities to closed deals. So you make well-informed decisions faster and never miss a chance.
Integrate your favourite platforms
Advanzo is flexibly adaptable and integrates seamlessly with the tools you already use. That keeps your platform future-proof, scalable and continuously extended with new features.
Can Advanzo do that?
Can software be simple, clear and fast and still offer everything you really need?
With Advanzo, the answer is: yes, absolutely.
With Advanzo, the answer is: yes, absolutely.
How does the freemium version work?
You get to know Advanzo for free, with no risk and no credit card, and can manage up to 25 deals. You already get access to the core CRM features. The free plan does not expire. When you are ready to scale, you switch with one click to the «Plus» plan for unlimited deals or to «Pro Unlimited» for unlimited users at a flat price. You add the AI assistant as an add-on or use your own Anthropic or OpenAI key.
Can I test Advanzo without restrictions?
Yes. Sign up and get started right away, with no credit card. You can test Advanzo in real-world use, manage deals and try the AI features for ten days. As soon as you want to manage more than 25 deals, you switch to the «Plus» plan at any time. Your data and settings stay in place.
How exactly does the AI in Advanzo help me?
Advanzo uses modern AI technology, integrated with leading platforms such as Anthropic «Claude» and OpenAI, to actively support you in your daily work. You can automatically generate emails,
create conversation summaries, get suggestions for next steps and surface important information from your pipeline. This saves you time and helps you make better decisions.
Can I integrate Advanzo with my existing tools?
Yes. Advanzo connects directly to your email account (Gmail, Microsoft 365 or IMAP) and syncs your Google or Microsoft calendar. Everything else you reach through webhooks from workflows and the REST API, for example Slack, Microsoft Teams, Zapier, Make or n8n. For the AI features you can bring your own Anthropic or OpenAI key.
Is my data secure in Advanzo?
Yes. Your data is processed and stored according to the highest security standards. Advanzo uses modern encryption technologies and a secure infrastructure. AI features via Anthropic and OpenAI are integrated in a way that keeps your data protected and processed only within the scope of your use.
Who is Advanzo for?
Advanzo is ideal for companies of any size – from startups to established organisations. It's especially suited to sales teams, consultants and service providers who want to manage their deals in a structured way and grow faster through AI-powered automations.
Can I get started with Advanzo without an IT department and without a lengthy implementation phase?
Yes. Advanzo is designed so that you can get started even without your own IT department. The platform is cloud-based and requires no elaborate installation or complex infrastructure. Getting started is deliberately kept simple:
• You receive access to the platform
• Your most important data sources are imported (e.g. CRM, ERP or spreadsheets)
• Initial dashboards or automations are set up
This way you can get started quickly, without a lengthy implementation phase. If you'd like, the Advanzo team supports you with the setup so you see value as quickly as possible.
I still have more questions.
We’d be happy to answer your questions. Just contact us by email at hey@advanzo.ch.
GTM & marketing agencies are using Advanzo
★★★★★“Advanzo gets something most CRMs miss: sales should feel human, and the tool should support you, not slow you down. It’s genuinely simple, our pipeline has never been clearer. A rare mix of powerful and effortless.”
Michael Panelli
CEO & Founder @ Growin
★★★★★“Advanzo has helped us close deals faster, feeling almost like on autopilot! The reminders, AI summaries, and follow-up drafts make it much easier to stay consistent and move deals forward without letting opportunities slip.”
Maria Shaw
Co-founder @ Pursuitz
Start for free with Advanzo and experience right away how simple deal management can be.
No cost, no risk, no credit card.
Up to 25 deals closed
No hidden costs
Free email support
Companies and teams working with Advanzo
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