CRM for Non-profit Organisations
InvestGlass is a powerful platform that can help your non-profit attract new donors, volunteers, and supporters. With easy management of investment and sales opportunities, compliance with regulations, and protection of customer data privacy, InvestGlass can help maximize your non-profit’s sales efficiency.
Simplify Your Workflow
From Start to End
The first Swiss CRM was designed for non-profit organizations to manage digital onboarding, life cycle management, automated workflows, and marketing campaigns from start to finish.
Calendar management
Effortlessly manage your non-profit organisation’s schedule with InvestGlass. Our built-in calendar feature includes automatic event creation and follow-up notifications, ensuring you never miss an important meeting or deadline again. Our easy-to-use interface simplifies calendar management and team availability.
Flexible CRM
Host your donor’s or supporter’s data in Swiss servers or on your premise. InvestGlass provides your non-profit organisation and your team with the tools to create a streamlined workflow, ensuring the efficient management of your stakeholders’ information.
Automated workflows
InvestGlass’ powerful automation capabilities can save your non-profit organisation time and money. Our CRM can automate tedious and time-consuming tasks such as the approval process, email responses, event creation, and follow-up notifications. With our template feature, you can easily create complex automations. InvestGlass is the perfect tool for non-profits who want to improve their donor interactions and streamline their workflow.
Sales pipeline and deals
Manage your non-profit’s sales pipeline with ease using InvestGlass. Our approval process ensures top-quality work by requiring approval from two managers before completion. Keep all your client meetings organized in one place with our easy-to-use calendar, customizable colour-coded categories and a private clients-only option. Simplify your workflow and focus on your mission with InvestGlass.
Digital onboarding
Simplify your non-profit’s customer onboarding process with InvestGlass. Our digital forms and automated document management streamline the process, reducing manual data entry and automating compliance checks. Collect customer information quickly and easily, so you can focus on your mission.
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Turnkey hosting in Switzerland or in your local server
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Built-in template for non-profit organisations
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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 sales tasks
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Support your customer communication
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Create customized donation reports
