CRM for SaaS companies

CRM for SaaS companies: from trial to customer

Advanzo is a CRM for SaaS companies built in Switzerland: trials, demos and follow-ups run in one pipeline. You see which deal is next and approve the AI reply draft with one click.

Trial pipeline overview

Every trial is a deal with a stage, a value and a next step, from sign-up through demo to close.

Deal score, not guesswork

The deal score from 0 to 100 shows which open trials are hot and which demo needs a follow-up.

Follow-ups from your inbox

Connect Microsoft 365 or Gmail, see the full history on each contact and approve AI reply drafts with one click.

The trial pipeline in a CRM for SaaS companies

Sign-up, demo booked, proposal, closed: you see every deal in its stage, with value and due date. Drag, drop, done.

Built for teams that sell software

SaaS and tech companies in these areas run on Advanzo:

B2B SaaSDeveloper toolsFintechHealth techMarketplacesIT services

A clean pipeline in three steps

No project, no consultant. Your team is productive on day one.

1

Import

Import contacts and deals from CSV or Excel, or migrate straight from HubSpot or Pipedrive. Connect your inbox and you are set.

2

Sell

Run trials and demos as deals. Plan follow-ups as tasks, let the AI draft replies and approve them.

3

Scale

Deal score and pipeline overview show where revenue is stuck. Invite new team members and the price stays predictable.

Frequently asked questions

“Which CRM is best for SaaS companies?”

Advanzo is a CRM for SaaS companies built in Switzerland that runs trials, demos and closings as deals in one pipeline. The deal score from 0 to 100 shows which open trials are hot. The AI drafts replies and you approve them.

“How much does a CRM for SaaS companies 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 SaaS companies 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. That also suits customers with strict data requirements.

“How quickly can a CRM for SaaS companies be set up?”

With Advanzo your team is productive on day one, with no project and no consultant. Trial leads come in via CSV or Excel, existing data straight from HubSpot or Pipedrive. Connect Microsoft 365 or Gmail and you are set.

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