A new and better way to acquire, engage, retain and grow

Discover the Swiss CRM platform. The platform gives you the freedom to create, design, manage and develop your digital presence exactly the way you want.
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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.

Our solutions

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Digital onboarding

Digital forms collect your data  and targeted surveys engage your audience.

Flexible CRM

Customize your CRM based according to your business processes. 

Portfolio Management

InvestGlass connects your bank feeds to visualize your investments.

Automation

Make your team work less on emails and more on what really matters.

Sales pipeline

Manage leads and deals into customisable pipelines.

Transactions

Grow revenue with ecommerce, banking and trading solutions.

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API Connection

Connect your applications and automate workflows with our open API.

Client Portal

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. 

Showcases the functionalities of InvestGlass

Connect all in one place

Get started with ready-to-use customisable templates – or create your own processes. Meanwhile, private banks, asset managers, and private equity firms can use InvestGlass to connect all applications together and to form efficient processes.

Recent Added Features

Swiss made CRM

  • Travel Request,
  • Custom buttons and links,
  • Marketing automation, and
  • Client risk forms.
InvestGlass CRM Kanban View Market

See how InvestGlass can help you grow your business.