Boost your efficiency with Advanzo CRM

Advanzo is a comprehensive and user-friendly CRM solution that supports you optimally throughout the entire deal management process.

With built-in AI features and seamless integrations with leading AI platforms like Anthropic «Claude» and OpenAI, you automate routine tasks, receive intelligent recommendations and can focus fully on what really matters: closing your deals successfully.

Visual efficiency
Visual CRM functions

CRM features

Icon leads
Management of leads, contacts and opportunities
Icon data import
Data import and export
Icon document management
Document management
Icon pipeline
Pipeline and deal management
Icon voice calls
Voice calls & call handling
Icon reminder
Activities & reminders
Icon calendar sync
Calendar synchronisation
Icon deadlines
Deadline management
Icon templates
Custom templates
Icon languages
Multilingual support
Visual communication

Communication

Icon telefon integration
Integrated phone (worldwide)
Icon email templates
Email templates
Icon email dispatch
Bulk email sending

Automation

Icon individual work
Custom workflows
Icon individual import
Custom data imports
Visual automatisation
Visual management

Administration

Icon roles
Roles and permissions
Icon email support
Email support
Icon individual filter
Customisable fields & filters
Icon mentions
Mentions and tags
Icon brand management
Multi-brand management

Reporting features

Icon cross-selling
Cross-selling add-on services
Visual reporting functions
Visual Reporting functions

Reporting features

Icon management insights
Management insights
Icon activity reports
Activity reports
Icon dashboards
Tailored dashboards

Can Advanzo do that?

Can software be simple, clear and fast and still offer everything you really need?
With Advanzo, the answer is: yes, absolutely.
How does the freemium version work?

You get to know Advanzo for free, with no risk and no credit card, and can manage up to 25 deals. You already get access to core CRM features as well as selected AI features that support you in organising and developing your deals.

When you're ready to scale, you can unlock the «Standard» plan at any time with a single click and use additional features, advanced automations as well as powerful AI integrations with Anthropic and OpenAI.

Can I test Advanzo without restrictions?

Yes! Sign up and get started right away, with no restrictions or credit card. You can test Advanzo in real-world use, manage deals and benefit from built-in AI features that support you in prioritising, communicating and developing your opportunities.

As soon as you want to manage more than 50 deals, you can switch to the «Standard» plan at any time and unlock additional automations as well as advanced AI integrations with Anthropic and OpenAI to scale your processes even more efficiently.

How exactly does the AI in Advanzo help me?

Advanzo uses modern AI technology, integrated with leading platforms such as Anthropic «Claude» and OpenAI, to actively support you in your daily work. You can automatically generate emails,

create conversation summaries, get suggestions for next steps and surface important information from your pipeline. This saves you time and helps you make better decisions.

Can I integrate Advanzo with my existing tools?

Yes. Advanzo integrates seamlessly into your existing system landscape, including email, calendar, ERP, marketing tools and other platforms. Through our AI integrations with Anthropic and OpenAI, you can additionally generate content, analyse data and intelligently automate workflows.

Is my data secure in Advanzo?

Yes. Your data is processed and stored according to the highest security standards. Advanzo uses modern encryption technologies and a secure infrastructure. AI features via Anthropic and OpenAI are integrated in a way that keeps your data protected and processed only within the scope of your use.

Who is Advanzo for?

Advanzo is ideal for companies of any size – from startups to established organisations. It's especially suited to sales teams, consultants and service providers who want to manage their deals in a structured way and grow faster through AI-powered automations.

Can I get started with Advanzo without an IT department and without a lengthy implementation phase?

Yes. Advanzo is designed so that you can get started even without your own IT department. The platform is cloud-based and requires no elaborate installation or complex infrastructure. Getting started is deliberately kept simple:
• You receive access to the platform
• Your most important data sources are imported (e.g. CRM, ERP or spreadsheets)
• Initial dashboards or automations are set up

This way you can get started quickly, without a lengthy implementation phase. If you'd like, the Advanzo team supports you with the setup so you see value as quickly as possible.

I still have more questions.

We'd be happy to answer your questions. Just contact us by email at hey@advanzo.ch.

Integrations with your favourite platforms

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