CRM for freelancers

CRM for freelancers: win clients, skip the admin

Advanzo is a CRM for freelancers built in Switzerland: contacts, deals and follow-ups in one place, ready in minutes. You know every morning who to call today.

No deal slips through

Every enquiry lands in your pipeline with stage, value and next step. Nothing sits scattered across emails, notes and chats.

Follow-ups without thinking

Tasks and reminders sit right on the contact. Every morning you see who to write to today.

Free plan, no card

The free plan covers day-to-day work as a solopreneur. When your business grows, you pay a predictable flat price with no surprises.

Your pipeline at a glance

All open quotes by stage, with value and due date. You see straight away which deal needs attention and where next month's revenue stands.

The CRM for freelancers who would rather sell

Solopreneurs and freelancers in these fields rely on Advanzo:

Design & creativeConsultingCoachingMarketing & contentSoftware developmentPhoto & video

Ready in 10 minutes

No setup project, no training. Import your contacts and keep working.

1

Set up

Import contacts from CSV or Excel, connect your mailbox, done. Adjust your pipeline stages in seconds.

2

Sell

Log enquiries as deals, chase quotes, keep notes on the contact. AI reply drafts save you the typing; you approve before anything goes out.

3

Grow

More clients, same overview. The deal score shows which open deals have the best chance right now.

Frequently asked questions

“Which CRM is best for freelancers?”

Advanzo is a CRM for freelancers built in Switzerland that keeps contacts, deals and follow-ups in one place. It is ready in minutes and needs no training. AI reply drafts save you time, and nothing is sent unless you approve it.

“Do I need a CRM as a freelancer?”

Yes, as soon as you have more contacts than you can keep in your head. Advanzo shows you every morning which follow-up is due and which deal needs attention. No more prospects lost in emails and sticky notes.

“Is a CRM for freelancers in Switzerland compliant with the Swiss DPA?”

Yes, Advanzo hosts all data in Switzerland and complies with the Swiss DPA and GDPR. That includes the free plan. Your mailbox connects directly via Microsoft 365, Gmail or IMAP.

“What does a CRM for freelancers cost?”

Advanzo starts free, no credit card. When you need more, you pay a predictable, capped price; the AI add-on is CHF 9 per user per month.

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