A new and better way to acquire, engage, retain and growDiscover the Swiss CRM platform. The platform gives you the freedom to create, design, manage and develop your digital presence exactly the way you want. Get started
What is InvestGlass Swiss Cloud?
InvestGlass is a Swiss based CRM, PMS, Client, and Digital onboarding tools platform. Our CRM enables you to create, design, manage, and develop your digital presence.
Ever since we started operating out of Carouge-Geneva in 2014, we have committed our time, equity, and products to improving the sales process for multiple industries.
Digital forms collect your data and targeted surveys engage your audience.
Customize your CRM based according to your business processes.
InvestGlass connects your bank feeds to visualize your investments.
Make your team work less on emails and more on what really matters.
Manage leads and deals into customisable pipelines.
Grow revenue with ecommerce, banking and trading solutions.
Connect your applications and automate workflows with our open API.
Engage your clients with branded portal and applications.
We’ll Show You How It’s Done
Each week InvestGlass team organises trainings and webinars to make sure that you are making the most of your digital suite.