Import contacts, companies and deals from Excel/CSV, HubSpot or Pipedrive. A typical switch is done in under a week.
Bring contacts and companies from spreadsheets straight into Advanzo – map columns, import, done.
Switch from HubSpot or Pipedrive and take contacts, companies and deals with you.
A typical switch is done in under a week – without interrupting your day-to-day business.
Contacts, companies and deals arrive in a structured way – mapped to your pipeline stages so you continue seamlessly.
The most common starting points for a switch:
From your old tool to a running pipeline in three steps.
Export your data from your current tool – as CSV or directly from HubSpot or Pipedrive.
Import contacts, companies and deals into Advanzo and map the fields. We help with the import.
Set up your pipeline stages and keep working seamlessly – usually in under a week.
“How long does the switch to Advanzo take?”
A typical switch is done in under a week. Small teams with clean data are often ready to go the same day.
“Which data can I import?”
Contacts, companies and deals – from Excel and CSV files or directly from HubSpot and Pipedrive.
“Will I lose data during the import?”
No. You map the fields during the import and review the result before moving on. Your old tool stays in place until everything fits.
“Do I get help with the move?”
Yes, we help with the import – with German-speaking support. Just get in touch if you need a hand with the move.
Advanzo picks up your data where it lives today – in spreadsheets or in your current CRM.
Export your spreadsheets as CSV and import them into Advanzo. During the import you map columns to the right fields.
Switch from HubSpot and bring your contacts, companies and deals with you – no re-typing.
Your data moves over from Pipedrive too: contacts, companies and deals arrive in Advanzo in a structured way.
The three core objects of your CRM move with you – so you continue right where you left off.
Your contact people with email, phone and their link to the company.
Organisations with their master data – cleanly linked to contacts and deals.
Open and running deals, mapped to your pipeline stages in Advanzo.
A typical switch to Advanzo is done in under a week. First you export your data from the old tool and run a test import with a small subset. Then you map the fields, set up your pipeline stages and import the full data set.
After that you connect your mailbox (Gmail, Outlook or IMAP) so new messages automatically land on the right contacts and deals. Keep your old tool running in parallel until everything fits – and if you need a hand: we help with the import, with German-speaking support.
Still weighing your options? These comparisons show the differences in detail:
Can I bring my deals over with pipeline stages?
Yes. During the import you map your previous stages to the stages of your Advanzo pipeline, so the state of every deal is preserved.
What happens to my emails?
Advanzo syncs Gmail, Outlook and IMAP mailboxes. Once connected, new emails automatically flow to the matching contacts and deals.
Do I need technical skills for the import?
No. The CSV import walks you through the field mapping step by step. And if you get stuck, we help with the import.
Can I test Advanzo alongside my old CRM?
Yes. Start for free, import a subset of your data and test at your own pace. Your old tool stays untouched.
What does the switch cost?
The import is part of Advanzo. You only pay for your plan: getting started is free, and Plus starts at CHF 21 per user per month billed annually.
Is my data safe after the move?
Yes. Advanzo hosts your data in Switzerland and meets the requirements of the Swiss DPA and GDPR.
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