Manage multiple clients, keep every engagement on track, and serve your portfolio efficiently, all in one place.
Keep every engagement, pipeline and contact organised in one place.
Leverage the Advanzo partner approach and offer CRM as a service to your clients.
Set up new clients in minutes and deliver value right away.
Keep pipeline, tasks, and communication for every client clearly in view.
These service providers serve their clients with Advanzo:
One system for every engagement, from onboarding to scaling.
Set up a dedicated pipeline for each client and start in minutes.
Keep every engagement, task, and conversation organised in one place.
Take on new clients without losing the overview, and offer CRM as a service.
“Can I manage multiple clients separately?”
Yes. You set up a dedicated pipeline for each client and keep every engagement cleanly separated.
“Is there a partner programme?”
Yes. With the Advanzo partner approach, you offer CRM as a service to your clients.
“Where is the data stored?”
The data is hosted in Switzerland and meets the requirements of the Swiss DPA and GDPR.
“How quickly can I set up a new client?”
A new client environment is ready to go in just a few minutes.
One dashboard for your entire client portfolio, from first enquiry to closed deal.
.png)