Advanzo is a CRM for contractors built in Switzerland: enquiries, quotes and jobs run in one pipeline. You see which quote needs a follow-up and approve the AI draft with one click.
Every quote sits in the pipeline with amount, status and deadline. You see at a glance what is open and what is won.
Owner, architect, planner and site manager sit on the same project. Every note and email is visible to the whole team.
Notes, emails and appointments are available on your phone. Before a client visit you know what was last discussed.
From enquiry to order: every quote has a status, an amount and a next step. Every Monday you know where to follow up.
Construction and trade businesses in these fields run on Advanzo:
No project, no training. Your team works with it from day one.
Import customers and contacts from Excel. Connect email so enquiries and replies stay on the contact.
Create quotes as deals and set follow-up dates. The AI drafts replies, you approve them.
You see which jobs are coming and when. The deal score shows where to follow up.
“Which CRM is best for contractors?”
Advanzo is a CRM for contractors built in Switzerland that runs enquiries, quotes and jobs as deals in one pipeline. Every customer shows emails, notes and the next step. The AI drafts replies to enquiries and you approve them.
“How much does a CRM for contractors cost?”
Advanzo starts free, with no credit card. After that you pay a capped, predictable price, even as the business grows. The AI add-on costs CHF 9 per user per month.
“Is a CRM for contractors in Switzerland compliant with the Swiss DPA?”
Yes, Advanzo hosts customer data in Switzerland and complies with the Swiss DPA and the GDPR. On request the CRM runs in the cloud, in a private cloud or on your own infrastructure. Support is based in Switzerland.
“How quickly can a CRM for contractors be set up?”
With Advanzo a CRM for contractors is set up in an evening, with no project and no consultant. Customers come in via CSV or Excel, and your Microsoft 365 or Gmail inbox connects in minutes. Adjust the pipeline and go.
★★★★★
★★★★★
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