Automate sales
with better productivity tools

 

The simple CRM yet complete Swiss Cloud solution engineered for growth.

No credit card required  –  No software to install
InvestGlass

See why over 1000 teams choose InvestGlass.com

Deploy with ease on cloud or on premise

Make remote work more productive

Fulfill and track requests easily and accurately

#1 Swiss Quality CRM hosted in Switzerland

Manage everything in one Swiss CRM

 

Capture new leads, engage prospects with relevant products and offers. Convert new business faster. Tracking and delivering never been easier.

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Set up your digital portal in minutes

 

Get started fast with pre-built of visual and customizable templates – or create your own. Engage with digital forms, document storage and portfolio tools.

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Save time with automations

 

Book, purchase and trade then trigger automation with repetitive work in seconds so you can avoid human error and focus on what matters.

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Successfully Automate your Sales

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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 with open API.

Client Portal

Engage your clients with branded portal and applications.

Human customer support

 

Our team is here to provide you with personalized and outstanding service. We also offer a range of self-learning tools in our support center:

 

Knowledge base –  Weekly webinarsWalkthrough

See why InvestGlass is different.

 
14-day free trial | No credit card needed