The Advanzo partner programme is for agencies and consultants who offer CRM as a service. You set up the lean Swiss CRM for your clients, migrate the data, train the team and hand over the account. You earn from your own setup and retainer work, plus recurring commission. Joining is free.
With the flat CHF 350.00/month cap, commission is a bonus. Your business is setup fees and retainers. Advanzo makes them fast and repeatable.
One-click handover
A separate instance per client from day one, free until go-live, then transfer ownership and billing to the client in one click.
Partner of record persists
After handover you stay the partner of record. Your recurring commission keeps flowing, even when the client pays directly.
Die ehrliche Rechnung: woran du verdienst
Sagen wir es klar: Beim flachen Deckel von CHF 350.00 pro Monat trägt die Provision allein nie ein Partnergeschäft. Das ist Absicht. Dein Ertrag kommt aus deinen eigenen Leistungen, also aus Setup-Fee und Retainer. Advanzo ist günstig genug, dass dein Kunde sofort zusagt, und einfach genug, dass ein Setup Tage statt Monate dauert. Die Provision kommt als Bonus obendrauf.
Das ist das Gegenteil des Modells von HubSpot oder Salesforce, wo Partner an teurer, komplexer Software verdienen. Solche Programme passen zu grossen Enterprise-Implementierungen. Advanzo passt zu Partnern, die einfache, profitable CRM-Setups für Schweizer KMU liefern wollen.
Beispiel
Setup-Fee (einmalig)CHF 2'500
Retainer (pro Monat)CHF 400
Advanzo-Provision (20 %, pro Monat)CHF 50
Erstes Jahr totalCHF 7'900
Deine Dienstleistung 92 %
Provision 8 %
Beispiel bei einem Kunden mit rund CHF 250 pro Monat. Davon sind nur CHF 600 Provision. Die restlichen CHF 7'300 sind deine eigene Dienstleistung.
So funktioniert die Übergabe
Fünf Schritte, alle heute im Produkt verfügbar. Vom ersten Setup bis zur Übergabe an den Kunden bleibst du als Partner hinterlegt.
Partner-WorkspaceLive Ein Login für alle deine Kunden-Instanzen. Du wechselst zwischen ihnen, ohne dich neu anzumelden.
Eigener Mandant pro KundeLive Jeder Kunde erhält ab dem ersten Tag seine eigene, sauber getrennte Advanzo-Umgebung.
Kostenlos bis zum Go-liveLive Der Kunde bleibt unter 25 Deals gratis. Die Abrechnung startet erst beim Go-live, nicht schon beim Setup.
Übergabe in einem KlickLive Eigentum und Abrechnung gehen mit einem Klick an den Kunden über, sobald er bereit ist.
Partner-of-Record bleibtLive Nach der Übergabe bleibst du am Konto hinterlegt. Deine wiederkehrende Provision läuft weiter.
Die zwei Partner-Stufen
Zwei Stufen zum Start. Du entscheidest, wie tief du in die Umsetzung gehst.
Referral-Partner
Implementation-Partner
Für wen
Du kennst KMU, die ein CRM brauchen, willst es aber nicht selbst einrichten.
Du richtest das CRM für deine Kunden ein und baust daraus einen Service.
Was du tust
Du stellst den Kontakt her. Advanzo übernimmt Setup und Abschluss.
Setup, Datenmigration, Schulung und Übergabe als dein wiederholbarer Ablauf.
Provision
20 % wiederkehrend, während 12 Monaten.
20 % wiederkehrend, auf Lebenszeit des Kunden.
Wer richtet ein
Advanzo.
Du, mit Partner-Workspace und Setup-Playbook.
Wer rechnet mit dem Kunden ab
Advanzo. Dein Setup und Retainer separat.
Advanzo nach Go-live. Dein Setup und Retainer separat.
Verpflichtung
Keine. Kein Mindestvolumen.
Kein hartes Minimum zum Start. Ein benannter Ansprechpartner.
Eine dritte Stufe (Managed Partner, laufender Betrieb auf Retainer) folgt später, sobald genügend Partner Managed-Mandate betreiben.
Was du als Partner bekommst
Listung als Partner auf advanzo.ch
Persönlicher Onboarding-Call
White-label-fähiges Setup-Playbook
Priority-Support mit benanntem Ansprechpartner
Co-Marketing: gemeinsame Case Study und LinkedIn-Post
Early Access und Mitsprache bei der Roadmap
Nur empfehlen, nicht umsetzen?
Wenn du Advanzo empfehlen, aber nicht selbst einrichten willst, planen wir dafür ein separates Affiliate-Programm für Creator, LinkedIn-Stimmen, Treuhänder und Berater. Melde dein Interesse an, und wir informieren dich, sobald es startet.
Die Provision wird monatlich im Nachhinein ausgezahlt, sobald die Zahlung des vermittelten Kunden eingegangen ist. Die Auszahlungsschwelle liegt bei CHF 100. Kleinere Beträge werden auf den nächsten Monat vorgetragen.
«Wo liegen die Daten meiner Kunden?»
In der Schweiz. Advanzo hostet in der Schweiz und ist DSG-, revDSG- und DSGVO-konform. Die Daten werden nie an Dritte verkauft oder weitergegeben. Für datensensible Kunden ist das ein starkes Argument.
«Kann ich Advanzo white-labeln?»
Dein Setup-Playbook und deine Dienstleistung kannst du white-labeln. Das Produkt selbst bleibt Advanzo-gebrandet. Das schafft beim Kunden Vertrauen in Hosting und Sicherheit, während du die Kundenbeziehung besitzt.
Aktualisiert: Juli 2026
The honest maths: where your money comes from
Let us be plain about it. With the flat cap of CHF 350.00 per month, commission alone will never be a business for a partner. That is deliberate. Your margin comes from your own services, the setup fee and the retainer. Advanzo is cheap enough that your client says yes right away, and simple enough that a setup takes days, not months. Commission is the bonus on top.
This is the opposite of the HubSpot or Salesforce model, where partners earn by implementing expensive, complex software. Those programmes suit large enterprise implementations. Advanzo suits partners who want simple, profitable CRM setups for Swiss SMEs.
Example
Setup fee (one-off)CHF 2,500
Retainer (per month)CHF 400
Advanzo commission (20 %, per month)CHF 50
First year totalCHF 7,900
Your service 92 %
Commission 8 %
Example for a client on roughly CHF 250 per month. Only CHF 600 of that is commission. The other CHF 7,300 is your own service.
How the handover works
Five steps, all live in the product today. From the first setup to handing the account to the client, you stay the partner of record throughout.
Partner WorkspaceLive One login for all your client instances. You switch between them without signing in again.
A separate instance per clientLive Every client gets their own cleanly isolated Advanzo environment from day one.
Free during the buildLive The client stays free under 25 deals. Billing starts at go-live, not at setup.
One-click handoverLive Ownership and billing transfer to the client in a single click, whenever they are ready.
Partner of record persistsLive After handover you stay attached to the account. Your recurring commission keeps flowing.
The two partner tiers
Two tiers at launch. You decide how deep into the implementation you want to go.
Referral Partner
Implementation Partner
Who it is for
You know SMEs that need a CRM but you do not want to set it up yourself.
You set the CRM up for your clients and build a service on it.
What you do
You make the introduction. Advanzo handles setup and closing.
Setup, data migration, training and handover as your repeatable process.
Commission
20 % recurring, for 12 months.
20 % recurring, for the lifetime of the client.
Who sets it up
Advanzo.
You, with the Partner Workspace and setup playbook.
Who bills the client
Advanzo. Your setup and retainer separate.
Advanzo after go-live. Your setup and retainer separate.
Commitment
None. No minimum volume.
No hard minimum at launch. One named contact.
A third tier (Managed Partner, running the account on an ongoing retainer) will follow later, once enough partners are running managed engagements.
What you get as a partner
A listing as a partner on advanzo.ch
A personal onboarding call
A white-labellable setup playbook
Priority support with a named contact
Co-marketing: a joint case study and LinkedIn post
Early access and input into the roadmap
Just want to refer, not implement?
If you would rather recommend Advanzo than set it up yourself, we are planning a separate affiliate programme for creators, LinkedIn voices, fiduciaries and consultants. Register your interest and we will let you know when it opens.
Commission is paid monthly in arrears, once the referred customer’s payment has cleared. The payout threshold is CHF 100. Smaller amounts carry over to the next month.
“Where is my clients’ data hosted?”
In Switzerland. Advanzo hosts in Switzerland and is FADP- and GDPR-compliant. Data is never sold or shared with third parties. For data-sensitive clients that is a strong argument.
“Can I white-label Advanzo?”
You can white-label your setup playbook and your own service. The product itself stays Advanzo-branded. That builds the client’s confidence in hosting and security, while you own the client relationship.
Updated: July 2026
A separate instance per client
Every client gets their own isolated Advanzo environment from day one. Cleanly separated, hosted in Switzerland and FADP- and GDPR-compliant.
Who is the programme for?
These service providers build a repeatable CRM service for their clients on Advanzo:
Three steps from first conversation to your first client live.
1
Get in touch
Email hey@advanzo.ch with a few lines about your agency and your clients.
2
Onboarding call & playbook
We set up your Partner Workspace and give you the setup playbook, which you can white-label.
3
Set up your first client
Set up your first client in days, hand over the account and lock in your recurring commission.
Frequently asked questions
“How much is the commission?”
Referral partners earn 20% recurring for 12 months. Implementation partners earn 20% recurring for the lifetime of the client. As the partner of record you keep the commission even after handover to the client.
“Who bills the client?”
After go-live, Advanzo bills the client directly. You invoice your setup and retainer fees separately. A reseller model with direct billing by you is not offered at launch.
“What if a client leaves the agency?”
The client keeps their Advanzo account and their data. It is theirs. Your partner-of-record commission stays attached to the account as long as the client remains a paying Advanzo customer.
“Is there a fee to join?”
No, joining is free. There's no fee and no hard minimum at launch. You get in touch, set up your first client and get going.
We keep the bar deliberately low
No hard minimum at launch. We ask for just three things: a named contact, a fair and accurate representation of Advanzo, and willingness to be quoted in one case study.
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
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
Co-founder @ Pursuitz
Start for free with Advanzo and experience right away how simple deal management can be.
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