Advanzo is a CRM for consultants built in Switzerland: enquiries, proposals and engagements run in one pipeline. You see which proposal needs a follow-up and approve the AI draft with one click.
From first call to signature: every proposal has a stage, a value and a date for the next step.
Emails, notes and call summaries sit with the contact. Whoever takes over a client knows instantly what was discussed.
Tasks remind you to chase and to book the next meeting. The AI drafts the reply, you approve and send.
Enquiry, first call, proposal, signed: see instantly which deals are ready and which proposal needs a nudge.
Consultancies and service firms in these areas run on Advanzo:
No setup project. Your team is productive on day one.
Import contacts from Excel or CSV, connect your inbox (Microsoft 365, Gmail, IMAP) and name the pipeline stages after your proposal process.
Log enquiries as deals, store calls as notes or transcripts and plan follow-ups as tasks. The AI drafts the replies, you approve.
Pipeline overview and deal score show which proposals need attention. Invite new team members and the price stays predictable.
“Which CRM is best for consultants?”
Advanzo is a CRM for consultants built in Switzerland that runs enquiries, proposals and engagements as deals in one pipeline. Every contact shows the email history, notes and open tasks. The AI drafts follow-ups and you approve them.
“How much does a CRM for consultants cost?”
Advanzo starts free, with no credit card, also for solo consultants. After that you pay a capped, predictable price instead of per seat forever. The AI add-on costs CHF 9 per user per month.
“Is a CRM for consultants in Switzerland compliant with the Swiss DPA?”
Yes, Advanzo hosts client 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. Confidential engagement data stays in the country.
“How quickly can a CRM for consultants be set up?”
With Advanzo a CRM for consultants is set up in an afternoon, with no IT project. Contacts come in via CSV or Excel or straight from HubSpot and Pipedrive. Connect your inbox, adjust the pipeline and go.
★★★★★
★★★★★
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