CRM for Beginners
InvestGlass is a powerful platform that helps you maximize your sales efficiency. It allows you to manage investment and sales opportunities with ease, stay compliant with regulations, and protect customer data privacy.
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Simplify Your Workflow
From Start to End
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Flexible CRM
Host your customer’s data in Swiss servers or on your premise. InvestGlass provides you and your team with the tools to create a streamlined workflow.
![InvestGlass Automation](/wp-content/themes/yootheme/cache/e3/investglass-automation-e3fcbf68.jpeg)
Automated workflows
CRM software allows for automated workflows, email notifications and updates, and data sharing between advisors, clients, and other business systems.
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Digital onboarding
Streamline customer onboarding process with digital forms and automated document management. Automate compliance checks and reduce manual data entry. Collect customer information quickly and easily.
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Sales pipeline and deals
A pipeline is used to monitor your sales cycle and product cycle. It enforces contact report recording and helps you forecast future sales.
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Beyond the Swiss CRM – leverage a full PMS
Traditional CRM solutions don’t provide the features necessary to help financial professionals manage portfolios, retain customer data, or assess their performance against peers. InvestGlass offers a full PMS ready to be connected to your banks and brokers’ sources.
Sales software to help you grow
- Turnkey hosting in Switzerland or in your local server
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Built-in template for various industries
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Capture more leads
- Help you close deals faster
- Respect regulatory frameworks
- Automate sales tasks
- Support your customer communication
- Create customized sales reports
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