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The Swiss CRM for Oil and Gas industry

In the oil and gas industry, managing all the data can be overwhelming. To improve sales efficiency and manage customer relationships, a customized CRM system like InvestGlass can help. With InvestGlass, you can easily manage investment and sales opportunities, comply with regulations, and protect customer data privacy.

Simplify Your Workflow
For Power, Utilities, Oil, Gas and more

Our Swiss CRM is the perfect fit for the oil and gas industry, offering digital onboarding, portfolio management, and tailored marketing campaigns. With our out-of-the-box template, we’ve helped over 100 businesses choose the right CRM software.

InvestGlass Workflow
InvestGlass Automation

Automated workflows

For oil and gas brokerage firms, InvestGlass offers an easy-to-use CRM solution with automated workflows, performance monitoring, and marketing campaigns. It streamlines contact and document management while providing an integrated sourcing offer.

Flexible CRM

InvestGlass is a flexible CRM solution for the oil and gas industry. Its no-coding feature makes it easy to use and customize, including standard tabs and records with custom fields and page layouts. It provides various reports and dashboards for progress tracking and informed decision-making.

Digital onboarding

InvestGlass offers a digital onboarding feature for the oil and gas industry, allowing easy collection of information from prospects and clients. Create digital forms and collect electronic signatures for a streamlined process without the need for printed forms or mailed documents. Save time and simplify the onboarding process with InvestGlass’s valuable digital feature.

Sales pipeline and deals

For the oil and gas industry, InvestGlass offers a sales pipeline functionality to track progress and gain valuable insights into each deal’s life cycle. By understanding each stage’s success and identifying areas for improvement, you can confidently forecast and plan for growth. InvestGlass empowers informed decision-making with valuable data, allowing you to stay organized and plan for your business’s future.


InvestGlass’s calendar feature for the oil and gas industry allows you to manage your schedule easily, set reminders, and track important dates. Stay organized and on top of deadlines with customizable views and integration with your existing calendar. A calendar feature is valuable for any business looking to streamline its scheduling and improve productivity.

Lead the energy transition with the Swiss Sales software to help you grow

  1. Turnkey hosting in Switzerland or in your local server
  2. Built-in template for petroleum 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
Sign it on InvestGlass Client Portal