CRM for training providers

CRM for training providers: from enquiry to enrolment

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.

Enquiries as deals

Corporate training or single enrolment: every enquiry has a status, a course and a date. Nothing stays buried in an inbox.

Follow-ups under control

Info sent, quote sent, decision pending: every deal has a task with a date. The AI drafts replies, you approve them.

History per contact

Emails, notes and courses live on the contact. Whoever takes over a prospect sees what was already discussed.

The enrolment pipeline in a CRM for training providers

Enquiry, consultation, quote, enrolment: you see how many participants and corporate clients are close to signing up.

For providers that sell courses

Education providers in these fields run on Advanzo:

Coaching & trainingLanguage schoolsTraining institutesSeminars & workshopsPrivate schoolsCorporate training

Up and running in three steps

No project, no training. Your team works with it from day one.

1

Import

Import prospects and corporate clients from Excel. Connect email so enquiries stay on the contact.

2

Advise

Run enquiries as deals and plan consultations as tasks. Notes live on the contact.

3

Grow

Keep corporate clients and partners in view with open deals. The deal score shows where a follow-up pays off.

Frequently asked questions

“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.

GTM & marketing agencies are using Advanzo
★★★★★
“Advanzo gets something most CRMs miss: sales should feel human, and the tool should support you, not slow you down. It’s genuinely simple, our pipeline has never been clearer. A rare mix of powerful and effortless.”
Michael Panelli
Michael Panelli
CEO & Founder @ Growin
★★★★★
“Advanzo has helped us close deals faster, feeling almost like on autopilot! The reminders, AI summaries, and follow-up drafts make it much easier to stay consistent and move deals forward without letting opportunities slip.”
Maria Shaw
Maria Shaw
Co-founder @ Pursuitz

Start for free with Advanzo and experience right away how simple deal management can be.

No cost, no risk, no credit card.
Sign up for free
Up to 25 deals closed
No hidden costs
Free email support
Companies and teams working with Advanzo