CRM for Governments and NGO’s

MAXIMIZE YOUR ADMINISTRATIVE PROCESS AND CIVIL CITIZENS SERVICING WITH INVESTGLASS SWISS CRM. 

Simplify Your Workflow
From Start to End

The first Swiss CRM to manage digital onboarding, life cycle management, portfolio management, and marketing campaigns from start to finish.

Customer relationship management software for governments & NGOs

nvestGlass CRM is made in Switzerland. Switzerland is well known for its banking system and stable political system. InvestGlass is a family-owned business – this is unique in the CRM system. Most CRM solutions are US-based CRM software which means that they are linked to the Cloud Act 2018. InvestGlass offers a user-friendly alternative with all the modern marketing automation you will need for civil servants. InvestGlass CRM software is hosted on the public cloud in Geneva and Lausanne or you can have the CRM system hosted on your governmental servers. The solution is cloud-based and is used as desk software or on your encrypted mobile app phone. As a modern government CRM, the system can evolve with new digital transformation trends with a modern and cost-efficient API.

InvestGlass CRM the Swiss CRM for Government agencies and non-governmental organizations

The CRM tools are built to restrict access to government services and share data with public sector agencies approved. The local government can leverage a modern tool that civil servants will find user-friendly. Decision makers will find all contact information into live events reporting, manual tasks, and manual processes will be automated and dispatched to respective owners. The approval process and automated workflows will be key features for public sector agencies’ cost reduction. Efficient cost reduction will improve human resources management and employee productivity. All operations are recorded in the audit trail. Government agencies can produce high-end reporting in a timely manner. InvestGlass is an effective government CRM built for public sector efficiency. CRM software for governments deserves a secure and modern technology to manage with efficiency their citizens’ requests. InvestGlass team will help you with the build of citizens analysis and automate your paper processes with the future of government CRM.

Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. It’s the perfect tool to collect customer information and we built it for the mortgage industry with a risk metric feature. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.

Pipelines

In order to properly forecast and plan growth, it is essential to have a clear understanding of the life cycle of your product or service. By tracking each sale or deal from beginning to end, you can gain valuable insights into which stages of the process are most successful and where improvements can be made. InvestGlass’s pipeline functionality makes it easy to stay organized and track progress, empowering you to make informed decisions about your business’s future. With this valuable tool at your disposal, you can confidently forecast and plan for growth, knowing that you have the data to back up your decisions.

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.
  • Signatys

  • Connective

  • Qwil logo

    Qwil

  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

Start Automating Your Life Using InvestGlass

With Swiss digital tools to make every part of your process more human.

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