CRM + marketing for Claude and ChatGPT

Run your CRM and marketing from Claude or ChatGPT.

Find leads, fill your pipeline, write and schedule campaigns, all in one conversation. Advanza keeps every draft on-brand, and nothing is sent or published until a person approves it.

Free plan, no card required. Connect your AI in two minutes.

Works with Claude ChatGPT GitHub Copilot Cursor
Illustration of a request to an AI assistant with Advanza connected.
OpenAI Select Partner
Available in ChatGPT
Meta App Review: Facebook & Instagram
LinkedIn Community Management API

Can’t ChatGPT already do this?

ChatGPT can write the email. With Advanza, it also sends it to the right people.

On its own, your assistant gives advice and you copy-paste. Connected to Advanza, it works in your real contacts, deals, channels and brand. These are requests teams send every day.

Import the 300 attendees from this spreadsheet, tag them “Webinar Oct”, and skip anyone already in the CRM.

Runs in the background and reports progress. Run it again and it skips what already landed.

CRM
Which deals over $20k have gone quiet for two weeks? Set a reminder for each owner with a suggested next step.

Reads pipeline, activities and close dates, then creates the reminders.

CRM
Turn our launch announcement into posts for LinkedIn, Instagram, X and TikTok and spread them over next week.

Each post follows that network’s rules for length, hashtags and media.

Marketing
Build a landing page for the Q4 webinar with a sign-up form, and add everyone who registers to the “Webinar” list.

Page, form and list are linked, so every sign-up arrives in the CRM.

MarketingCRM
Check this ad copy against our brand rules before I send it to the agency.

Flags banned words, unapproved claims and missing disclosures.

Brand
How did last month’s emails do against social, and where did the new leads come from?

Answers with your own numbers, from one database, with links to every source.

MarketingCRM

Why the combination wins

Your AI is only as useful as the system it can work in.

Connecting AI to a CRM is becoming standard. The difference is what it can reach once connected. Advanza puts CRM, marketing and brand in one workspace, and gives your assistant safe access to all of it.

100+ tools

It does the work

Creates contacts, moves deals, drafts emails, builds pages, schedules posts and generates images. You review instead of doing.

One record

One request covers it all

Leads, deals, campaigns and results live in one place. “Follow up with everyone who registered” is one sentence, with no Zapier chains or CSV exports.

Your brand

On-brand by default

Every draft uses your published brand: voice, audiences, offers and banned words. Brand Guard blocks drafts that break the rules you mark as hard.

You approve

A person stays in charge

Sending and publishing always wait for a person’s click. Edits stay inside your workspace, every action is logged, and you can disconnect the AI at any time.

One lead, one record, start to finish

This is where separate tools break. In Advanza the post, the form, the contact, the deal and the follow-up are linked, so you and your assistant always see the whole story.

  1. LinkedIn postPublished from your campaignMarketing
  2. Landing pageA visitor fills in the formMarketing
  3. New contactCreated with source and lead scoreCRM
  4. DealOpens in the right pipeline stageCRM
  5. Follow-upSent from your own mailboxMarketing + CRM
  6. ResultRevenue traced back to the postMeasure

The platform behind the conversation

Everything your AI does, your team can see and change.

Advanza is a full app, not just a connector. Whatever your assistant drafts appears here, ready to edit, approve and measure.

Marketing that creates and publishes

Describe it once. Advanza builds every format.

 social/postsPublish
Social post composer for a LinkedIn company page with two photos and a live post preview
See exactly what goes outPick the networks, check the live preview and add a first comment. Personal profiles and company pages on LinkedIn are kept apart.Ask: “Write a LinkedIn post about our new customer story, with photos”
 createCreate
Create page with an AI brief field and a list of drafted social posts
Start with a sentenceDescribe the campaign and Advanza drafts the posts, emails and landing page, all linked to one campaign.
 emailsEmail
Email preview of a webinar invitation with a photo
Email from your own mailboxSend campaigns from your Microsoft 365 or Gmail address, with daily sending limits handled for you.

A CRM that knows what marketing did

Every click, form and reply lands on the same record.

 deals/pipelineGrow
Deal pipeline board showing open pipeline value, weighted forecast and deals at risk
A pipeline that flags risk for youOpen value, weighted forecast, stalled deals and at-risk deals at a glance. Drag deals between stages, or let your assistant move them after a call.Ask: “Which deals are at risk this month, and why?”
 growGrow
Grow overview listing overdue deals, prospects to review and lead discovery results
Your next steps, in orderOverdue deals, new prospects from Lead Discovery and the contacts to call next.
 dealsGrow
Deals table with stage, amount, close date and priority
Deals, contacts and companiesCustom fields, segments in plain English, activities and reminders, as tables or cards.

How Advanza compares

One workspace instead of three tools and the glue between them.

The big platforms now offer MCP too. What differs is how much one connection can reach. With Advanza, your AI works across CRM, email, social and landing pages in a single workspace, and anything it sends or publishes waits for a person’s approval.

CapabilityAdvanzaHubSpotSalesforceHootsuiteMailchimp
Official MCP server your AI can work through✓ 100+ tools✓✓ Enterprise Edition+✓Transactional email only
CRM with contacts, companies, deals and pipeline✓✓✓—Contacts, no deal pipeline
Email campaigns✓✓Separate product—✓
Social publishing✓ 6 networks✓ Marketing Hub Pro+, no PinterestThrough partners✓Facebook, Instagram, X
Landing pages and forms✓✓Separate product—✓
All of the above in one product✓ Business, $229/moMarketing Hub Pro or higherSeveral clouds plus a social partnerAdd a CRM and an email toolAdd a CRM and a social tool

Checked 14 October 2026 against public product information: HubSpot MCP docs, HubSpot social networks, Salesforce hosted MCP servers, Salesforce Social Studio retirement, Hootsuite MCP, Mailchimp MCP. Features and prices change; check each vendor’s current offer. Advanza’s marketing features start on Pro at $89/mo; deals and pipeline are part of Business.

Try it free No card required

Questions

What people ask before they switch.

How do I move from HubSpot, Mailchimp or Buffer?

Export your contacts, companies and deals as spreadsheets and import them, or give the files to your assistant and ask it to do the import. Re-running an import skips records that already landed. Then connect your social accounts and mailbox in a few clicks.

Do I need to be technical to connect my AI?

No. In ChatGPT you add Advanza from the apps directory. In Claude you add it as a connector and sign in. You choose the workspace, and that’s it.

What can the AI do without asking me?

Things that stay inside your workspace and can be changed back, like creating contacts or drafting posts. Sending, publishing and going live always wait for a person. Deleting records and generating images ask first too. You can require approval for every change if you prefer.

We’re an agency with several clients. Does that work?

Yes. Each client gets its own workspace with its own brand, and one login switches between them. Each AI connection is tied to one workspace, so clients never mix. Business is built for several brands.

What does the free plan include?

Your first AI-created campaign, newsletters to your contacts, one social account and basic reporting. No card required. Pro adds full marketing; Business adds deals, pipeline and more seats.

Where is my data?

Your workspace data is stored in the UK. Each AI connection only sees the workspace you chose, every action it takes is logged, and you can revoke access at any time.

Integrations

Connected where your customers are, and to the tools you already use.

Built into Advanza Direct

Publish to

Facebook PagesInstagramLinkedIn profiles + company pagesXTikTokPinterest

Email and mailboxes

Microsoft 365Gmail

AI

OpenAIClaude via MCPChatGPT appGitHub Copilot via MCPCursor via MCP

Media and data

Google PhotosGoogle Business ProfileGoogle Places lead discoverySpreadsheet importiOS and Android app

Through your AI assistant Via MCP

Claude and ChatGPT already connect to hundreds of apps. With Advanza in the same conversation, your assistant moves information between them for you.

Examples

Google DriveGoogle SheetsGmailGoogle CalendarOutlookSlackNotionShopifyStripeCanvaFigmaJiraAccounting systemsZapier
ExampleTake the attendee list from the sheet in my Drive, add everyone to Advanza as webinar leads, and draft a thank-you email in our brand voice.Google Drive → Advanza CRM → Advanza email, in one request

Get started

Connected in two minutes.

Create a free workspace, add Advanza to your assistant, then ask for your first campaign.

Step 1Create your workspace

Sign up free and add your website. Advanza drafts your brand profile from it.

Step 2Connect your AI

Find Advanza in ChatGPT’s apps, or add it as a connector in Claude with this address:

https://mcp.advanza.ai
Step 3Ask

“Import my contacts from this sheet and plan next month’s posts.” Then approve what goes out.

Free$0

Try it on your own brand. No card required.

Pro$89/month

AI content, email, social, pages, forms and lead discovery.

Business$229/month

Everything, plus deals, pipeline and several brands.

OpenAI Select Partner, available in ChatGPTFacebook and Instagram access through Meta App ReviewLinkedIn Community Management API for company pagesWorkspace data stored in the UK

In the works

We're waiting on something big.

Advanza is getting ready to help ambitious teams turn their best ideas into momentum. We're putting the final touches in place.