#1 Swiss CRM for Media and Entertainment


Simplify Your Workflow
From Start to End

The Media and Entertainment industry is more than any other industry dependent on matching customer expectations. The current social crisis is changing the media industry landscape and a modern relationship management system needs to enable tailoring of your product or service to your customers needs. Indeed, the media industry is defined by a major trend of digital transformation and the pressure of up-and-cross-selling which contrasts with traditional outreach methods. Modern methods of sales representatives and sales teams to create strong customer relationships include using a sales pipeline, an ad inventory, and marketing to a target audience. 

Email marketing automation and business processes

InvestGlass email and campaign system enables you to connect your email credentials and send hyper-targeted message to your customers. Respect GDPR regulation via the audit trail system capturing customers consent and preferences. InvestGlass also provides detailed reports on your email campaign performance, including opens, clicks, unsubscribes, and more. With InvestGlass, you can be confident that your email campaigns are compliant with GDPR regulations. InvestGlass is the perfect tool for any business that wants to send targeted, personalised email campaigns to their customers. Thanks to the powerful InvestGlass platform, you can create sophisticated marketing campaigns that reach your customers where they are most active – their inbox. So why wait? Sign up for InvestGlass today and start sending hyper-personalised email campaigns that get results!

CRM for the entertainment industry

InvestGlass is a flexible CRM that can be customized to meet the specific needs of your business. The no-coding characteristic makes it easy to use, even for those with no prior knowledge in coding. You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. InvestGlass also provides a wide range of reports and dashboards to help you track your progress and make informed decisions about your business. Whether you’re just getting started or you’re already an experienced user, InvestGlass is the perfect solution for you.

Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. 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 built for media business

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.

The ultimate solution for the media and entertainment industry 

InvestGlass’s offering ranges from a complete media CRM solution to a customizable client portal. This range of offers provides all the necessary features to efficiently manage clients and teams within the communication industry. Indeed, from the target market to automatically contact prospects, including define target audiences and selection based on certain criteria, the machine works for you! We provide the means to tailor your service to your customers via surveys and forms and to efficiently manage opportunities. Direct traffic from your website can also be gathered by embedding forms. Share the organization’s data with clients via a personalized dashboard or customized emails. 

Our all-in-one solution is complemented by automation opportunities and monitoring capabilities. Automate your sales and follow-up processes and assess your team performance using our user-friendly and no-code interface. InvestGlass can be provided on cloud servers or on-premise. Cloud servers make the set up on CRM solutions easier while the operational process can be personalized to your specific media realm.

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


  • 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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