Advanzo is a CRM for fiduciaries built in Switzerland: enquiries, quotes and mandates run in one pipeline. You see which quote needs a follow-up and approve the AI draft with one click.
Contacts, notes, documents and emails sit with the client, not across five inboxes and three folders.
Every quote is a deal in the pipeline. Tasks and reminders make sure you follow up at the right time.
Sensitive client data stays on Swiss servers, compliant with the DSG and GDPR. On request also in a private cloud or on your own infrastructure.
The pipeline shows every open quote and new mandate with stage, value and next step. The deal score flags where you should stay on it.
Fiduciary and financial services firms in these areas rely on Advanzo:
No project, no training days. Your team works in the CRM from day one.
Import clients and contacts from CSV or Excel, or migrate from HubSpot or Pipedrive. Connect Microsoft 365 or Gmail so emails land with the client.
Create every quote as a deal, keep notes and documents with the client and plan tasks for follow-ups and deadlines. AI drafts replies, you approve them.
Reporting shows which services are running, which quotes are stuck and where referrals come from.
“Which CRM is best for fiduciaries?”
Advanzo is a CRM for fiduciaries built in Switzerland that runs enquiries, quotes and mandates as deals in one pipeline. Every client shows emails from Microsoft 365 or Gmail, notes and open tasks. The AI drafts replies and you approve them.
“How much does a CRM for fiduciaries 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 fiduciaries in Switzerland compliant with the Swiss DPA?”
Yes, Advanzo hosts client 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. Confidential client data stays in the country.
“How quickly can a CRM for fiduciaries be set up?”
With Advanzo a CRM for fiduciaries is set up in an afternoon, with no project and no outside help. Clients come in via CSV or Excel or straight from HubSpot and Pipedrive. Connect your inbox, adjust the pipeline and go.
★★★★★
★★★★★
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