Transparency
COMPARE
Compare InvestGlass versus Others CRMs
InvestGlass team is very concerned about value and pricing transparency.
Where InvestGlass excels
- Fro teams medium to large size
- When you want an all-in-one system CRM, onboarding, CMS, PMS, client portal
- At qualifying large lists of financial intermediaries
- Financial professional templates
- Fast onboarding but possibility to go complex with records permissions and customisations
- Dedicated success team for all customers
- Straightforward and clear pricing with no hidden fees or hidden upselling costs
- Hosted in Swiss Cloud
- Possibility on your premise servers
Where InvestGlass is weaker
- Not designed for outside sales teams
- Not designed for inventory management or storage
- Prebuilt SMS or Email
InvestGlass “build” mindset
- Minimum to 0 Request for Proposal
- Reuse 20 templates then adapt them to your business specificities
- Ease of implementation with our success coach
- Time to market and build payement with phases
- Deploy and testing with minimum staff engaged
- Strong private banking references EMEA, LA, Asia
- Quarterly penetration tests
InvestGlass
Switzerland- All-inclusive pricing publicly available
- Best value
- Dedicated success team
- Calling via third party app
- Full automation
- Admin or dev neeed No
Pipedrive
Estonie- Low initial cost and many add-ons when scaling
- Affordable
- Custom success not available
- Calling via third party app
- Little automation
- Admin or dev neeed No
HubSpot
United States- Sales call required, complex pricing, hidden costs
- Very expensive
- Pay extra dedicated success
- Selective countries buit-in
- Full automation
- Admin or dev neeed Yes
Salesforce
United States- Sales call required, complex pricing, hidden costs
- Very expensive
- Pay extra for custom success
- Selective countries buit-in
- Full automation
- Admin or dev neeed Yes