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CRM for Brokers

InvestGlass is a comprehensive CRM solution designed exclusively for brokers. It provides a range of essential features such as contact management, task scheduling, and commission tracking, to help brokers manage their businesses more efficiently.

Simplify Your Workflow
From Start to End

Our platform offers brokers a range of powerful tools, including automation, pipeline management, referral management, a hedge fund library, mortgage event notifications, and much more.

InvestGlass Workflow

Digital onboarding

InvestGlass’ digital forms simplify lead gathering and customer information management for brokers. Our user-friendly forms enable effortless tracking and follow-up with potential clients. With a Swiss cloud-based solution, you can create and list properties, and our open API lets you integrate third-party sources for credit and name checks. Adding our forms to your website enhances lead generation and streamlines customer management.

Sales pipeline and deals

InvestGlass’ new CRM sales pipeline streamlines your sales process, boosts your closing rate, and centralizes all your leads, clients, and contacts. Track progress, product interests, and stay organized with our intuitive interface, helping you close more deals.

Flexible CRM

InvestGlass CRM is a “Broker centric” solution built for brokers of all sizes, with hybrid-cloud storage, sales click-to-call, performance metrics, and customizable customer data display.

InvestGlass Automation

Automated workflows

InvestGlass client portal automates your sales process and streamlines customer engagement. Our secure digital space lets customers sign, date, and initial documents while providing 24/7 access to loan and wealth management information. It’s the ultimate tool for brokers looking to close deals faster and digitally transform their business.

InvestGlass Portfolio Management Software

Beyond the Swiss CRM – leverage a full PMS

Traditional CRM solutions fall short in portfolio management, customer data retention, and performance assessment. InvestGlass offers a full PMS, ready to connect with your banks and brokers’ sources, providing the features necessary for financial professionals to excel.

Sales software to help you grow

  1. Turnkey hosting in Switzerland or in your local server
  2. Built-in template for financial institutions
  3. Capture more leads

  4. Help you close deals faster
  5. Respect regulatory frameworks
  6. Automate sales tasks
  7. Support your customer communication
  8. Create customized sales reports
Joe the Digital Onboarding