Automate Simply,
Grow Sustainably

Discover #1 Swiss Cloud for Sales and Automations. All plans include tools for digital onboarding, email, CRM.

No Credit Card needed – Unlimited time on Free plan

Trusted by customers worldwide
Arab Bank Switzerland

How does it work?

Close more deals and speed up growth with the #1 Swiss CRM.

Capture new leads

Create digital forms to capture new leads, or import your data into #1 Swiss Cloud hosted in Switzerland.

Automate growth

The automation suite helps you to convert prospects to customers, drive revenue and reduce compliance costs.

Track progress & Digitalize

Sales forecasts update every time you move a deal down the funnel. Share your investments and content via the digital portal.

The Best Tools from the Leading
Sales & Fintech Platform

Each product in the platform is powerful alone, but the real magic happens when you use them together.

What’s new at InvestGlass?

Customised-investor-platform
INVESTOR PORTAL
Engage investors with the right deals at the right time. Connect your data feeds and portfolio to offer an holistic view.
Campaign automation
MARKETING AUTOMATION
Automate engagement across every channel, mobile, emails, sms and more. Drive ROI and spend less time thanks to AI powered hints.
No code digital onboarding
ONBOARDING

Combine digital and physical interactions to offer a hyper personalized onboarding experience that fully profiles clients through automated KYC, FATCA, CRS, survey and more.

Streamline your work for
maximum productivity

Everything you need for any workflow

Manage tasks and workflows to fuel team collaboration and productivity at scale.

End-to-end products to run the core of your business

Track and manage all aspects of your sales cycle, customer data, and more in one place.

Start Automating Your Life Using InvestGlass

With Swiss digital tools to make every part of your process more human.

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