Advanzo is a CRM for training providers built in Switzerland: enquiries, consultations and enrolments run in one pipeline. You see which enquiry needs a follow-up and approve the AI draft.
Corporate training or single enrolment: every enquiry has a status, a course and a date. Nothing stays buried in an inbox.
Info sent, quote sent, decision pending: every deal has a task with a date. The AI drafts replies, you approve them.
Emails, notes and courses live on the contact. Whoever takes over a prospect sees what was already discussed.
Enquiry, consultation, quote, enrolment: you see how many participants and corporate clients are close to signing up.
Education providers in these fields run on Advanzo:
No project, no training. Your team works with it from day one.
Import prospects and corporate clients from Excel. Connect email so enquiries stay on the contact.
Run enquiries as deals and plan consultations as tasks. Notes live on the contact.
Keep corporate clients and partners in view with open deals. The deal score shows where a follow-up pays off.
“Which CRM is best for training providers?”
Advanzo is a CRM for training providers built in Switzerland that runs enquiries, consultations and enrolments as deals in one pipeline. Every prospect shows emails, notes and the next step. The AI drafts replies to enquiries and you approve them.
“How much does a CRM for training providers cost?”
Advanzo starts free, with no credit card. 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 training providers in Switzerland compliant with the Swiss DPA?”
Yes, Advanzo hosts prospect 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 training providers be set up?”
With Advanzo a CRM for training providers is set up in a day, with no project and no consultant. Prospects come in via CSV or Excel or straight from HubSpot and Pipedrive. Connect Microsoft 365 or Gmail, adjust the pipeline and go.




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