The Swiss CRM
built for for Governments and NGO
The Swiss Neutral Solution, Perfect for Governments
Digital Onboarding and Signature
InvestGlass offers seamless digital onboarding and signature capabilities for Governments and NGOs. This feature ensures secure, efficient onboarding with digital forms and e-signatures, reducing paperwork and streamlining processes. It enhances user experience and compliance, making administrative tasks more manageable and efficient.
Shareable Online Calendar and Scheduling
InvestGlass’s calendar feature is perfect for managing citizen meetings. It offers seamless scheduling, automated reminders, and easy rescheduling options, ensuring efficient time management. This tool enhances communication, transparency, and accessibility, making it ideal for government offices to effectively engage with and serve their citizens.
Marketing Automation
InvestGlass’s marketing automation tools empower Governments and NGOs to execute targeted campaigns with precision. Automated workflows, personalized messaging, and data-driven insights help reach the right audience effectively. This feature boosts engagement, raises awareness, and supports mission-driven initiatives, saving valuable time and resources.
Automation Process and GPT
Harness the power of automation with InvestGlass’s advanced AI and GPT capabilities. Automate routine tasks, generate insightful reports, and facilitate intelligent decision-making. This feature enhances operational efficiency, reduces human error, and allows teams to focus on high-impact activities that drive organizational goals.
Investor & Employee Portal
Our client and employee portal offers a centralized, user-friendly interface for seamless interaction and information exchange. Clients and members can access personalized dashboards, track their interactions, and stay informed. Employees benefit from streamlined communication, efficient task management, and a collaborative environment, fostering productivity and engagement.
The Swiss neutral CRM
InvestGlass delivers a comprehensive CRM solution tailored to the unique challenges faced by Governments and NGOs. With robust features like digital onboarding, portfolio management, marketing automation, AI-driven processes, and integrated portals, InvestGlass empowers organizations to achieve their objectives and maximize their impact.