InvestGlass Blog

Let’s get real!  Read more and discover new ways to automate your sales with InvestGlass Swiss CRM.

What is a CRM in real estate?

What is a CRM in real estate?

What is a CRM in real estate? InvestGlass CRM is a real estate CRM that helps you stay organized, move tenants and prospective. The best way to keep your business running smoothly is by staying on top of all your leads and clients. With InvestGlass, you can manage everything from one place with ease. It’s the perfect tool for any professional in the industry who wants to grow their business...

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The future of fee billing

The future of fee billing

Will you be a law firm or a financial advisor you will face increasing pressure to move forward away from a time based billing. Pricing model can change and it is always complex to adapt to different clients expectations. New clients will always try to set an hourly rate in their advantage. It is important to make sure that new clients will understand the hours worked for them. Alternative fee...

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Attract talented bankers? Update your investment tools!

Attract talented bankers? Update your investment tools!

Portfolio investment proposal tools are software features aiming at simplifying and automating writing proposals. A proposal is an overall portfolio allocation proposition that takes into consideration the investor's goals and suitability, including other factors such as, e.g., their attitude to risk and their ESG preferences. This is why customer interaction is key in order to understand the...

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The 5 best CRMs for banking success

The 5 best CRMs for banking success

To make sure that you will find the right CRM, first, you should know them all of course it would be a long article and we will focus on some key CRM here. What is CRM as it relates to the banking industry? Like in any industry, choosing a CRM for financial institutions is not something that easy. CRM stands for customer relationship management solution. In a CRM you will store customer data and...

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5 reasons why prospects don’t buy from you

5 reasons why prospects don’t buy from you

In this article will show you how to improve the purchasing decision. We will explain how a properly qualified process starts by qualifying the persona and address thoughtful questions. You can be a fund manager, selling a SAAS solution or banker into a retail bank this works too! Why Customers Are Not Buying because you don't have a good sales pipeline You’re trying to sell to everyone. You’re...

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What is digitization of documents?

What is digitization of documents?

How to leverage InvestGlass Workflow Cloud to easily and quickly replace your legacy forms! Is your organisation still relying on legacy form solutions with paper or Hubspot, Pipedrive?? With this COVID19 situation is now the time to modernize your digital forms and InvestGlass Forms & Automations is here to help. Join us as we highlight the industry-leading features of InvestGlass Forms and...

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