Kick to your business process and marketing automation
InvestGlass automation streamlines repetitive business tasks like lead nurturing and customer data collection. Its Swiss Cloud boosts performance management and employee productivity in many organizations.
InvestGlass’s approval process automates decision-making by triggering approvals upon document submission, locking it during review, and notifying approvers. This system streamlines team tasks, enhances customer experience, and can be customized to fit your business’s unique requirements.
InvestGlass provides access to servers and R and Python for complex automation, enabling the creation of custom algorithms on its unique Swiss all-in-one cloud software, accessible through an API for team use.
Automate sequences, approval processes, and notifications with InvestGlass AI. It guides sales reps through necessary human interventions. Alerts are sent to sales reps, compliance officers, or customers when interaction is required.