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.
Autopilot watches your deals and incoming email and puts concrete next steps in front of you as suggestions – each with AI reasoning and a confidence score. You approve, edit or dismiss every suggestion with one click.
Draft reply
For incoming email on open deals, Autopilot proposes fitting reply drafts – ready for your review and edits.
Create task
Follow-ups, calls and meetings are proposed as tasks and created on the deal once you approve.
Move stage
When a deal is further along than your pipeline shows, Autopilot suggests the stage move.
At-risk flag
Daily scans spot stalled or overdue deals before they slip away.
Suggested deal
New contacts are checked against your ideal customer profile – if it fits, Autopilot proposes a deal.
Business Intelligence
An editable AI profile of your business – positioning, ideal customers, buying signals – makes every suggestion sharper.
Every feature in two lines: what it does and what you get. Everything here is live. The CRM is included in the Free plan, the AI features come with the add-on or your own key.
Full records with custom fields, tags and associations. Every email, every call, every note in one timeline.
Multiple pipelines with custom stages, kanban with drag and drop, deal value, close date and forecast. Lost reasons are required, and time in stage sits on every card.
Product catalogue with prices. Products on deals and documents, deal value from the line items.
Quotes, proposals and contracts in an editor, with placeholders from the deal, product tables and a signature block. Send by email, view online, accept or sign, download as PDF.
Seven templates: contact, B2B lead, demo request, newsletter signup, event registration, quote request, support. Embed or share as a link. Every submission creates the contact, company and deal.
Tasks, calls, meetings and deadlines with reminders, guests, meeting links and .ics download. Calendar view and a per-user agenda.
Gmail, Microsoft 365 or any IMAP account. Mail is synced into the CRM and sent from it. Replies, forwards, attachments and threads work as in your mail client.
sales@ is worked together. Incoming mail is matched to contact, company and deal automatically.
Email templates with placeholders, personal signatures, scheduled sending and open tracking.
Google Calendar and Microsoft 365 calendar, both ways.
Log calls with outcome, duration and notes. Reports by day, by rep and by outcome.
Notes on any record, comments with @-mentions. Notifications in the app and by email.
Reads incoming email and open deals and proposes next moves into an approval inbox: new lead with contact, company, deal and reply draft, stage moves, tasks, stalled-deal flags. Each proposal with a confidence score and a fit rating against your ideal customer.
A draft from the full thread, in the language of the conversation and in four tones, with your own instructions.
0 to 100 per deal from size, time in stage, activity and engagement, plus a risk flag.
A summary of every interaction with a contact or deal.
Reads a company's website and proposes description, industry, size, founders, target audience, products and a SWOT, each with a confidence rating. Automatic if you want.
Paste a transcript: summary, outcomes and follow-up tasks to apply. Quotes and contracts drafted from deal, contacts, products and brand.
All AI features run on Anthropic Claude through the Advanzo key or on your own Anthropic or OpenAI key. The AI proposes, you review. Nothing is sent or changed without your click.
Custom roles with permissions per resource, teams and visibility groups for records.
Several workspaces per account with switching and ownership transfer. Brands with logo, colours, fonts and sender settings. Documents and forms inherit the brand.
Custom fields on contacts, companies, deals, products and activities. Filters on every list, saved and shared views, bulk actions.
When a record is created or a field changes: create an activity, send an email or fire a webhook to Slack, Teams or Zapier. Ships with templates.
Multiple dashboards per user built from cards: deals by stage, won versus lost, forecast, activities by rep, calls by outcome.
CSV import with field mapping and duplicate detection, export of any filtered list. REST API with personal access tokens for every resource.
It wasn’t the price that cost you the contract. It was the three weeks of silence afterwards. Advanzo nudges you before “I’ll get back to you next week” turns into “too late”.
Never miss a follow-up again
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 the core CRM features. The free plan does not expire. When you are ready to scale, you switch with one click to the «Plus» plan for unlimited deals or to «Pro Unlimited» for unlimited users at a flat price. You add the AI assistant as an add-on or use your own Anthropic or OpenAI key.
Yes. Sign up and get started right away, with no credit card. You can test Advanzo in real-world use, manage deals and try the AI features for ten days. As soon as you want to manage more than 25 deals, you switch to the «Plus» plan at any time. Your data and settings stay in place.
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.
Yes. Advanzo connects directly to your email account (Gmail, Microsoft 365 or IMAP) and syncs your Google or Microsoft calendar. Everything else you reach through webhooks from workflows and the REST API, for example Slack, Microsoft Teams, Zapier, Make or n8n. For the AI features you can bring your own Anthropic or OpenAI key.
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.
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.
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.
We’d be happy to answer your questions. Just contact us by email at hey@advanzo.ch.
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