CRM for Governments and NGOs
InvestGlass offers a secure on-premise platform for governments and NGOs, ensuring sales efficiency, data privacy, and regulatory compliance. Count on InvestGlass to provide stability and security for your operations.
Simplify Your Workflow
From Start to End
InvestGlass is an all-in-one solution for governments and NGOs. Our Swiss cloud-based platform provides the latest technology, including the first Swiss CRM that manages digital onboarding, life cycle management, portfolio management, and marketing campaigns from start to finish. Say goodbye to outdated government technology and streamline your operations with InvestGlass.
Flexible CRM
InvestGlass is a flexible CRM solution for governments and NGOs with unique requirements. Our reliable and efficient tool is designed for government agencies and can collect data on the Swiss cloud or on-premise, reducing costs with S3 format document management. Plus, our integration with important tasks and process management tools ensures smooth operations without interruption.
Projects pipeline and deals
InvestGlass helps governments and NGOs forecast growth and improve agency processes with project pipeline and deal management tools. Track citizens from beginning to end for valuable insights that inform informed decisions about your business’s future. With greater visibility, InvestGlass streamlines processes and saves time with automation tools, freeing up time for other important government agency activities. Improve public policies with InvestGlass.
Digital onboarding
InvestGlass’s digital onboarding feature is the perfect tool for governments and NGOs to quickly and easily collect information from new prospects and existing clients. With InvestGlass, you can create digital forms that can be completed online, including a digital signature feature for electronic signatures. This saves time and simplifies the onboarding process, without having to print or mail forms. Our digital onboarding feature is a valuable tool for any government agency that wants to streamline its customer information collection.
Automated workflows
InvestGlass automates workflows for governments and NGOs, making it easy to connect with citizens through hyper-targeted email and SMS campaigns. Our cloud-based platform ensures GDPR compliance, captures customer consent and preferences and provides detailed performance reports. Improve your communication strategy and reduce costs with InvestGlass.
Calendar
InvestGlass’s calendar feature is a must-have for governments and NGOs. Keep track of important events, deadlines, and meetings in one place with an intuitive interface to schedule and manage appointments with citizens, partners, and colleagues. Set reminders, view appointments by day or week, and sync with your existing calendar. Never miss a critical date with InvestGlass’s calendar feature, so you can focus on delivering exceptional services.
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Turnkey hosting in Switzerland or in your local server
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Built-in template for public institutions
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Capture more leads
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Help you close deals faster
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Respect regulatory frameworks
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Automate redundant tasks
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Support your customer communication
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Create customized revenue reports
