CRM for real estate agents

CRM for real estate agents: from lead to closing

Advanzo is a CRM for real estate agents built in Switzerland: enquiries, viewings and closings run in one pipeline. You see which prospect needs a follow-up and approve the AI draft.

Every party in view

Buyers, tenants, owners and partners are contacts with company, history and notes. You see at once who is looking for which property.

Properties as deals

Every property is a deal: from acquisition through viewing to signature. Stage, value and next step are always visible.

Follow up fast

Enquiries arrive in the CRM via Microsoft 365 or Gmail. The AI drafts the reply, you approve, and no prospect waits for days.

The pipeline in a CRM for real estate agents

Acquisition, marketing, viewing, reservation, closed: see every property in its stage and know where a follow-up is due.

Built for people who broker property

Real-estate professionals in these areas run on Advanzo:

BrokersDevelopersLettingsProperty managementBuildersCommercial property

A property pipeline in three steps

No IT project. Your team is productive on day one.

1

Set up

Import contacts and properties from CSV or Excel, connect your inbox and name the pipeline stages after your marketing process.

2

Broker

Log enquiries as contacts, plan viewings as tasks, let the AI draft replies and approve them.

3

Grow

Pipeline overview and deal score show which properties are stuck. Invite new team members and the price stays predictable.

Frequently asked questions

“Which CRM is best for real estate agents?”

Advanzo is a CRM for real estate agents built in Switzerland that runs prospects, viewings and closings as deals in one pipeline. Every contact shows emails, notes and the next task. The AI drafts replies to enquiries and you approve them.

“How much does a CRM for real estate agents cost?”

Advanzo starts free, with no credit card. After that you pay a capped, predictable price, even as the team grows. The AI add-on costs CHF 9 per user per month.

“Is a CRM for real estate agents 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 real estate agents be set up?”

With Advanzo a CRM for real estate agents is set up in a day, with no project and no consultant. Contacts 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.
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Up to 25 deals closed
No hidden costs
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Companies and teams working with Advanzo