How it works

How Advanzo works: AI proposes, you approve.

Advanzo reads your emails and open deals, tells you each morning where to call, and has the draft ready. Nothing is sent or changed without your click. Watch a week in 60 seconds.

Mon · 07:42
Morning briefing

Three deals need you today.

Every morning Advanzo tells you which deal to call today. The draft is already waiting.

Mon · 08:15
Autopilot

AI proposes. You approve.

You see the reasoning and the confidence score. Nothing is sent without your click.

Mon · 09:30
Pipeline

Every deal in view. The quiet ones too.

Score, time in stage and risk flag sit on every card. You move stages with drag and drop.

Tue · 10:05
Inbox

An email becomes a deal.

Autopilot proposes the contact, company, deal and reply draft. One click and everything is created.

Fri · 16:20
Closed

Closed. Next.

Alpina Bau AG signs online. The history sits in the deal and the next suggestion is already waiting.

More deals, less admin.

A CRM that thinks ahead: AI proposes, you approve, and your inbox becomes the CRM.

Concept preview · Fictional data
Start for free

Up and running in three steps

From an empty account to your first approved suggestion.

1

Connect your mailbox

Gmail, Microsoft 365 or any IMAP account. Your mail lands in the CRM, each message on the right contact and deal.

2

Import contacts and deals

By CSV with field mapping and duplicate detection. Your pipeline is in place on day one.

3

Approve suggestions

Autopilot proposes replies, new leads and next steps. You approve, edit or dismiss.

What Advanzo takes off your plate

Email at the centre

Two-way sync and a shared team inbox. Every AI feature reads the actual thread.

AI with a human gate

Autopilot proposes, the assistant drafts in your tone. Nothing goes out before your click.

Deals with a score

Every deal gets a score from 0 to 100 and a risk flag. You see what is slipping before the quarter ends.

Works with what you already use

Advanzo connects to:

Gmail and Google CalendarMicrosoft 365IMAPWebhooks and APICSV importYour own AI key

Frequently asked questions

“Does Advanzo send emails on its own?”

No. Autopilot puts suggestions and drafts into an approval inbox. Nothing is sent or changed on a deal until you approve it.

“How fast am I up and running?”

Your account is ready in two minutes. Then you connect your mailbox and import contacts and deals by CSV.

“Where is my data stored?”

Your data is hosted in the EU and meets the requirements of the Swiss DPA and GDPR.

“What does the AI cost?”

The AI Assistant is an add-on at CHF 9 per user per month with a 10-day trial. With your own Anthropic or OpenAI key you do not need the add-on.

Why you do this

Remember how your first yes felt?

You didn’t start a company to maintain lists, hunt for notes and forget follow-ups. You started it for the moment someone says yes.

Advanzo takes care of everything in between – so you get that moment more often.

Start for free
No credit card. Ready in 2 minutes.
Yes.
“We’re doing it with you.”
BP
Bergmann & Partner · today, 2:02 pm
Deal won · CHF 48’000
Advanzo reminded you on Tuesday to follow up one more time.
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
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Companies and teams working with Advanzo