Advanzo writes email in your tone, scores every open deal from 0 to 100, drafts documents and turns meeting transcripts into next steps – right where your deals live.
Reply drafts and new emails in four tones: Professional, Friendly, Concise or Formal – you review and send yourself.
The AI Deal Score rates every open deal from 0 to 100 – from four equally weighted factors: engagement, momentum, timing and size.
Your data stays hosted in Switzerland, compliant with the Swiss DSG and the GDPR. AI is opt-in – you decide.
No tab switching, no copy-paste: the AI assistant knows the deal, the contact and the history – and works in the context of your pipeline.
These AI features are part of the AI add-on:
Activate, let it work, review – that is all.
Enable the AI add-on per workspace with one click – or store your own API key (BYOK).
Have the AI draft emails, score deals, prepare documents and analyse meeting transcripts.
You keep the last word: you review every draft before it leaves your CRM.
“Which tones does the email assistant offer?”
Four: Professional, Friendly, Concise and Formal. You pick the tone, the AI drafts – nothing is sent until you have reviewed it.
“How does the AI Deal Score work?”
Every open deal gets 0 to 100 points from four equally weighted factors: engagement, momentum, timing and size. Green from 70, yellow from 40, red below.
“How much does the AI assistant cost?”
The AI add-on costs CHF 9 per user/month and includes every AI feature, Autopilot included. Alternatively, use your own API key (BYOK).
“Where is my data processed?”
Your CRM data is hosted in Switzerland and meets the requirements of the Swiss DSG and the GDPR. AI features are opt-in and activated per workspace.
Six tools, one add-on – grounded in the context of your deals, contacts and emails. You review every output before it counts.
New emails and replies as drafts – nothing is sent without your approval.
0–100 points per open deal, in the deal header and on the Kanban board.
Quotes and documents with deal context, your products and your brand.
Summary, open points and next steps from meeting transcripts.
An editable AI profile of your business that grounds every suggestion.
The AI copilot with an approval queue for replies, tasks and stage changes.
More about Autopilot →0–100 points per open deal – calculated from four equally weighted factors.
Interactions and replies in the deal.
Recent movement in the deal.
How the deal progresses over time.
The deal's value in context.
Score for open deals only · snapshot on demand · no training on your data. And: the AI never sends emails automatically – blocked by policy.
Four tones to choose from – sent only after your approval.
No. The AI only creates drafts – automatic sending is blocked by policy. You review and send every email yourself.
The latest models from Anthropic (Claude) and OpenAI. In “Automatic (recommended)” mode you get model upgrades without any migration – or you use your own API key (BYOK).
No, it is a snapshot on demand: you recalculate it whenever you need it. Between two runs the value can vary by a few points.
No. There is no training on your win/loss data – suggestions rely on the current deal context and your Business Intelligence profile.
★★★★★
★★★★★
.png)