InvestGlass automate your business, safer in a Swiss cloud.
1. Fast setup
With our CSV import tool, you can swiftly import your Leads and Contacts within minutes. Additionally, our free migration tool allows a hassle-free transition from more than a dozen CRMs with just a single click.
2. All-in-one selling
With InvestGlass, your team can effortlessly prioritize and engage with high-quality leads. It seamlessly integrates with your custodian feed, email and calendar right from the get-go. Moreover, it comes with built-in features like calling, SMS, and a Sumsub integration for added convenience.
3. Automate outreach
Leverage Sequences, Approval Process, Automation and automated reminders to significantly boost response rates without exerting extra effort. This will enable you to see a return on your InvestGlass investment in a matter of weeks.