InvestGlass CRM is built for small businesses or large +500 people companies. The CRM is one of the very few that is “Broker centric”. It was built by
mortgage brokers for mortgage brokers. It is a hybrid-cloud solution, this means that some data are stored in the Swiss Cloud (for free) and other on your local server (optional). The sales click to call capabilities is offered with Genesys and Aircall. InvestGlass offers performance metrics, goal management, and action plans. On the CRM page, you can decide which customer data your will present to your team.