by Alexander | May 7, 2021 | Blog
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...
by Alexander | May 6, 2021 | Blog
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...
by Arnaud Sutter | May 5, 2021 | Blog
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...
by Alexander | May 4, 2021 | Blog
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...
by Alexander | May 2, 2021 | Blog
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...
by Alexander | Apr 30, 2021 | Blog
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...
Recent Comments