![](/wp-content/themes/yootheme/cache/f7/InvestGlass-Reporting-2024-f718a4f0.png)
![](/wp-content/themes/yootheme/cache/f7/InvestGlass-Reporting-2024-f718a4f0.png)
Swiss Hosted.
All-in-one sales automation tool.
InvestGlass helps you sell more efficiently by unifying your outreach, engagement, and automation into a simple, flexible Swiss Sovereign CRM.
Delivering the best so you can close deals faster, InvestGlass is the premier Swiss sovereign platform, tailored for professionals seeking a Non-U.S. Cloud Act Solution.
With our CSV import tool, you can swiftly import your leads and contacts within minutes. Gen AI helps you create sales processes, tags, and workflows.
With InvestGlass, your team can effortlessly prioritise and engage with high-quality leads. It seamlessly integrates with your custodian feed, email and calendar right from the get-go.
InvestGlass is the CRM for companies that care about geopolitical independence while benefiting from modern tools like digital onboarding, artificial intelligence, and powerful portfolio management tools.
Transform your Digital Onboarding Operations and substantially Improve Customer Satisfaction. No programming is needed, and all data is hosted in Switzerland.