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
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.
Engage investors with the right deals at the right time. Connect your data feeds and portfolio to offer an holistic view.
Automate engagement across every channel, mobile, emails, sms and more. Drive ROI and spend less time thanks to AI powered hints.
Combine digital and physical interactions to offer a hyper personalized onboarding experience that fully profiles clients through automated KYC, FATCA, CRS, survey and more.
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.
All sorts of content. All to help you grow.
Discover apps and expertise to extend InvestGlass the Swiss Cloud.
Start Automating Your Life Using InvestGlass
With Swiss digital tools to make every part of your process more human.
Copyright © InvestGlass SA. All rights reserved.
Made in Switzerland 🇨🇭