CRM for Crypto Broker

Discover the #1 Swiss Hosted CRM built for crypto brokers. Connect with any trading platforms, and build your brokerage business today.

Why You Need a CRM for Cryptocurrency Investments

The crypto market is a constantly evolving, volatile space where traders and investors need to be able to react quickly. InvestGlass is the only Swiss CRM built for crypto brokers that provide the tools that are necessary for identifying trends and reacting accordingly.


Pre-built digital onboarding forms ready for forex brokers

Digital onboarding helps you to collect information from your new prospects and existing clients. The digital forms are connected to your AML KYC fintech partners to automatically legal information.

Personalize the forms, ask tailored questions, and use conditional logic to mimic any legal logic. You can also ask prospects to upload documents such as IDs, driving licenses, proof of residence, and corporation documents.

Forms offer a “full customization” and rest API connection to be cost-effective for any business size.


Pipelines built for the trading platforms and crypto brokers

InvestGlass pipelines are built for different types of trading platforms. This is a crucial element for any broker that wants to move their business online because it allows you to manage your client’s accounts from one place.

The pipelines give you an overview of your client’s portfolios, and let you know what trades they are placing. Documents posted are visible in one click. Your support team and sales team will work together

Connect to the latest cryptocurrency fintech applications to your CRM system

To manage the clients, InvestGlass CRM has evolved with a direct connection to ScoreChain for portfolio due diligence. KYC due diligence means that all of the customers are well-known, and it is not possible to have a single person with multiple identities.

We connect the CRM software to Cryptocompare to record the price during the exchange between the customer and the broker. This is very helpful when you are dealing with voice trade or OTC – over-the-counter trade. You will find all digital currencies in the CRM which helps to link transaction data and clients’ data.

The CRM will help you find the next lead to call and the voice calls from your Genesys or Airall will be directly logged in to prevent customer data dual entry. Recording the calls will help you track trading activity for voice orders. Would you be in retail brokerage or offering a professional trading account, the connection between the voice recording and the CRM is a must.

InvestGlass CRM is the right CRM for growing crypto brokers and traders looking to capture real-time data and make sure that their organizations are compliant.


Connect InvestGlass portfolio management tool to your trading platforms

InvestGlass API and flat files are directly connected to your banks feed. Although InvestGlass does not offer “aggregation & cleaning” services for banks’ feed, we serve over 20 custodian and brokerage sources. If you wish to include another source InvestGlass will setup an SFTP / SWIFT / API service for you. 

The tool has been built originally for introducing brokers and the financial industry.

The ultimate client portal connected to #1 Swiss CRM for crypto broker

The new generation of customers can also leverage the InvestGlass client portal. The client portal is fully customizable to your own organization’s branding. New customers can open accounts via our digital forms builder and you can fast forward the process of account opening for your potential customers in a few clicks. At the submission of their information, the automation will send a confirmation email, ask for paperwork to be signed, and better set your new prospect into a sales pipeline so there will be no more idle leads.

No programming is needed to start the CRM or email marketing tools inside the CRM solution. The cloud data is hosted in Switzerland but it can also be hosted on-premise for large institutions.

From the portal, investors will find all uploaded documents, liquidity provider widgets, withdraw funds widgets, and a huge range of premade widgets with no custom development needed.

The portal is a web interface that you can connect and customize. For example, if you wish to present a market depth widget or a ledger with cryptocurrency payments.

After using InvestGlass for a few months, the solution impresses you with its reporting and forecasting capabilities. The machine will find you which client to call next thanks to a power call system – shortlisting low-hanging fruits.

Start a free trial of the Swiss #1 cloud service solution.

No credit card required. No software to install.