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CRM for Islamic Finance

InvestGlass provides a CRM tool specifically designed for Islamic finance institutions. It includes templates, rules, and regulations that can be automated and customized to streamline processes.

Simplify Your Workflow
From Start to End

Introducing the first Swiss CRM for Islamic finance, streamlining onboarding, portfolio management, and marketing. Stay ahead of the rapidly growing industry with a CRM that enhances efficiency and offers numerous benefits.

InvestGlass Workflow
InvestGlass Automation

Automated workflows

InvestGlass offers powerful automation features for Islamic finance businesses, including email campaign systems that ensure GDPR compliance with detailed audit trails capturing customer consent and preferences. Get detailed reports on campaign performance and send targeted, personalized messages to customers in their inboxes. Automate your marketing campaigns and streamline your business with InvestGlass.


Flexible CRM

Our Islamic finance CRM organizes customer records, integrates with the banking system, and streamlines digital onboarding for various business types. Build strong relationships with secure Swiss Cloud storage and boost efficiency with the InvestGlass portfolio management tool.

Digital onboarding

InvestGlass offers Shariah-compliant digital onboarding for busy investors. Create online forms, collect electronic signatures, and simplify the process without printing or mailing forms. Save time and streamline onboarding with this valuable tool.

InvestGlass pipeline

Sales pipeline and deals

Improve sales forecasting and understand the process with InvestGlass’s pipeline functionality. Monitor each deal from start to finish, gain valuable insights, and confidently plan for future growth. 

InvestGlass Portfolio Management Software

Beyond the Swiss CRM – leverage a full PMS

InvestGlass offers a full portfolio management system (PMS) with features tailored for Islamic finance professionals, unlike traditional CRM solutions that lack portfolio management capabilities. Easily connect the PMS to your banks and brokers’ sources for streamlined management of portfolios and customer data, and assess performance against peers.

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