AI add-on at CHF 9 or your own API key? Same features, different billing – the honest comparison for your team.

One trigger, one action: which if-then rules run in Advanzo today, six recipes worth setting up first – and where simple automation ends.

Positioning, ideal customers, buying signals: how Advanzo's editable AI profile is built and why it shapes every Autopilot suggestion.

Attach transcripts to the deal, analyse them with AI and translate them into dated tasks – talk becomes a plan.

Product data in your CRM, clean templates and AI drafts with deal context: how your next proposal goes out the same day – reviewed by you, not the AI.

From 0 to 100: what sits behind the AI Deal Score – engagement, momentum, timing, size – and what the number can and cannot tell you.

Measure every new contact against your ideal customer profile daily: AI lead qualification with suggested deals in practice.

Autonomous AI sounds efficient – until the wrong email goes out. Why good sales AI asks for approval and how human in the loop works in practice.

Quiet deals are expensive deals. How to catch the warning signs in time – with daily AI scans and at-risk flags in Autopilot.

Reply drafts, tasks, at-risk flags: how Autopilot works in Advanzo – and why no action ever happens without your approval.

Autopilot prepares reply drafts for incoming customer emails – you review, adjust and send them yourself.

Copilot, not black box: what an AI sales copilot is, what it actually does, where its limits lie – and how to recognise an implementation you can trust.

Document customer communication and keep the knowledge when someone leaves. Clear rules on what to record, plus a Swiss SME example.

Digitalisation in Swiss SMEs: start small, make a big impact. Where to start, which areas count first and how to get real results without an IT project.

How Swiss SMEs automate recurring sales tasks - pragmatically, without coding skills and without drowning in a jungle of tools.

How to sensibly connect invoices, VAT and your CRM in Switzerland so won deals turn smoothly into clean invoices.

How to bring calendar, email and CRM together in one place, juggle fewer tools and win back more time for real customer work.

How a CRM takes the load off your after-sales team, removes routine work and frees up more time for real customer care.

A CRM is meant to save time, but often eats it. Here's how to find out how much - and how to win it back.

How automated reminders make sure no follow-up slips through the cracks in sales - with concrete examples for Swiss SMEs.

Fewer spreadsheets, more clarity: which metrics an SME really needs and how automated reporting takes the strain out of Monday morning.

How Swiss SMEs escape software overload: fewer tools, clearer processes and more time for what truly matters.

How well-built email templates save you time every day without making your messages feel interchangeable or impersonal.