Advanzo is a CRM for wholesalers built in Switzerland: enquiries, quotes and reorders run in one pipeline. Your team sees which customer is next and approves the AI reply draft.
Every customer has a page with contacts, contact history, notes and open deals. Nothing lives only in one rep's head any more.
Create recurring orders as deals so they are not forgotten. The deal score shows where a customer is going quiet.
Tasks and reminders keep your most important customers on a rhythm. AI drafts replies to enquiries, you approve.
The pipeline shows open quotes, reorders and new customers with stage, value and next step, per rep and for the whole team.
Trade and wholesale businesses in these areas rely on Advanzo:
New reps are productive on day one. No manual, no training week.
Import customers and contacts from CSV or Excel, or migrate from HubSpot or Pipedrive. Connect Microsoft 365, Gmail or IMAP so emails land with the customer.
Every enquiry, quote and reorder is a deal. Notes and contact history sit with the customer, tasks keep the follow-up moving.
New reps see the full contact history of every customer right away. Reporting shows which accounts are growing and which are going quiet.
“Which CRM is best for wholesalers?”
Advanzo is a CRM for wholesalers built in Switzerland that runs enquiries, quotes and reorders as deals in one pipeline. Every customer shows emails, notes and the next task. The AI drafts replies and your team approves them.
“How much does a CRM for wholesalers 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 wholesalers 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 wholesalers be set up?”
With Advanzo a CRM for wholesalers is set up in a day, with no project and no consultant. Your customer base and open quotes come in via CSV or Excel or straight from HubSpot and Pipedrive. Connect your inbox, adjust the pipeline and go.
★★★★★
★★★★★
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