{"id":30229,"date":"2021-06-23T16:40:55","date_gmt":"2021-06-23T14:40:55","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=30229"},"modified":"2025-10-03T17:44:55","modified_gmt":"2025-10-03T15:44:55","slug":"%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%b9%d9%84%d8%a7%d9%82%d8%a7%d8%aa-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1-%d9%84%d9%84%d8%b4%d8%b1%d9%83%d8%a7%d8%aa-%d8%a7%d9%84%d8%b5%d8%ba%d9%8a%d8%b1%d8%a9-2","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/ar\/crm-for-sme\/","title":{"rendered":"\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0644\u0644\u0634\u0631\u0643\u0627\u062a \u0627\u0644\u0635\u063a\u064a\u0631\u0629 \u0648\u0627\u0644\u0645\u062a\u0648\u0633\u0637\u0629"},"content":{"rendered":"<h1>The Swiss SME CRM Built for You<\/h1>\n<div>Empowering SMEs with Smart CRM Solutions for Seamless Growth and Efficiency<\/div>\n<ul>\n<li>\n<p>\n        <a href=\"\/get-started-free\">Start for Free<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"\/investglass-pricing\">See Plans<\/a>\n    <\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-02.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-03.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-25.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-04.png\" alt=\"\"><\/p>\n<h2>Simplify Your Workflow<br class=\"uk-visible@s\"> From Start to End<\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024.png\" alt=\"Digital onboarding\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-automation-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>\nDigital Onboarding and Signature<\/h3>\n<div>Our CRM streamlines <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/digital-onboarding\/\" target=\"_blank\"  rel=\"noopener\" title=\"digital onboarding\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5485\">digital onboarding<\/a>, making client acquisition effortless for SMEs. With a seamless digital signature feature, new clients can be onboarded quickly and securely, ensuring compliance with regulatory requirements. This eliminates the need for physical paperwork, reducing administrative burden and accelerating the onboarding process.<\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Pipeline-2024.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-ci-cd-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Intuitive sales pipeline<\/h3>\n<div>InvestGlass\u2019s Pipeline product is designed specifically for SMEs to optimize their sales process. It provides a clear, visual representation of sales stages, enabling businesses to track leads, manage opportunities, and forecast revenue with precision. The intuitive interface allows for easy customization to match unique sales workflows, ensuring that every deal is nurtured effectively. By integrating with other CRM features like digital onboarding and <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/marketing-tools\/\" target=\"_blank\"  rel=\"noopener\" title=\"marketing\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5486\">marketing<\/a> automation, the Pipeline product streamlines operations, enhances team collaboration, and drives consistent sales growth, making it an indispensable tool for small and medium enterprises.<\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Campaign-2024-3.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Marketing Automation<\/h3>\n<div>Enhance your marketing efforts with InvestGlass\u2019s marketing automation feature. Tailor campaigns to specific client segments with personalized messaging, track engagement, and measure success with detailed analytics. This automation saves time, increases efficiency, and boosts client engagement, driving higher conversion rates and fostering long-term relationships.<\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-ApprovalChain-2024-1.png\" alt=\"InvestGlass Approval process\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-security-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Automation Process and GPT<\/h3>\n<div>Leverage advanced automation and GPT capabilities to streamline your business processes. InvestGlass automates routine tasks, freeing up your team to focus on higher-value activities. Our GPT integration provides intelligent insights and responses, enhancing client interactions and operational efficiency, leading to improved productivity and client satisfaction.<\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Get started today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/CleanShot-2024-05-11-at-13.57.57@2x.png\" alt=\"InvestGlass investor portal\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Client &#038; Employee Portal<\/h3>\n<div>\nOur CRM includes intuitive client and employee portals, offering a centralized platform for communication and collaboration. Clients can easily access their information and interact with your team, while employees can efficiently manage tasks and client relationships. This enhances transparency, fosters stronger connections, and improves overall service delivery.<\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><!--more--><br \/>\n<!-- {\"type\":\"layout\",\"children\":[{\"type\":\"section\",\"props\":{\"animation\":\"slide-bottom-medium\",\"animation_delay\":\"100\",\"header_transparent\":true,\"header_transparent_noplaceholder\":false,\"header_transparent_text_color\":\"dark\",\"image_position\":\"center-center\",\"padding\":\"large\",\"padding_remove_bottom\":true,\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"The Swiss SME CRM Built for 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