Swiss, all-in-one
sales automation tool.

InvestGlass helps you sell more efficiently by unifying your outreach, engagement, and automation into a simple, flexible Swiss Sovreign CRM.

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How does it work?

Delivering the best so you can close deals faster InvestGlass is the premier Swiss sovereign platform, tailored for professionals seeking a Non-U.S. Cloud Act Solution.

Fast setup with AI

With our CSV import tool, you can swiftly import your leads and contacts within minutes. Gen AI is used to help you create sales process, tags, and workflows.

All-in-one selling on premise or cloud

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.

Automate outreach with AI

Leverage Sequences, Approval Process, Automation and automated reminders to significantly boost response rates without exerting extra effort thanks to AI.

The Best Tools from the Leading
Swiss All-in-one Solution

Digital Onboarding

CRM

Portfolio Management

No-Code Automation

Marketing Automation

Highly Customisable

Approval Process

On-Prem or Swiss Cloud

Loved by Builders.

InvestGlass is the Crm for companies, caring about geopolitical independence, while benefiting from modern tool, such as digital on boarding, artificial intelligence, powerful portfolio management tools.

And so much more…

The Perfect Tool for Banks

Transform your Digital Onboarding Operations & Substantially Improve Customer Satisfaction. No programming is needed. All data is hosted in Switzerland.

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