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Reduce costs and increase productivity. Max out efficiency with better automation, data, and intelligence. How? with InvestGlass Swiss automation powered by AI.
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Financial Services

Investment Banking

Insurance

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Islamic banking

Broker and crypto
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CRM for Online Business

The InvestGlass CRM solution has tools for everyone on your team working remotely.

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Simplify Your Workflow
From Start to End

InvestGlass lets you control who has access to view and edit fields at the page level. The AppExchange provides third-party integration options for both paid and free apps. Zapier integration lets you add Slack notifications for new opportunities, add leads from form submissions, and other connections with your favorite applications. There are dozens of prebuilt reports for deals, activities, top accounts, win ratios, conversion rates, and anything else you could want to measure. The Flow Builder lets you create custom process management automation. With the Login Audit Trail, you will know which reps aren’t even logging in, let alone making updates.

Email marketing automation and business processes

Brokerage firms’ success is based on lead conversion and commissions. qYet, the digital transformation is pressuring a clear optimization of time and team management. Within the industry, the key characteristics of CRMs to succeed are the ease of use, the visibility into agents’ activity, the quality of automation and follow-ups, and the ability to monitor performance. Agents and brokers use customer relationship management software in order to gather clear data and contact information, record opportunities in the market, and assess performance metrics according to their goals. Besides, a CRM solution provides marketing campaigns, such as drip campaigns, which can be dispatched via email notifications or text messages by the sales team. Contact management and document management remain at the center of an agent’s day-to-day work. InvestGlass is the best CRM with an integrated sourcing offer and of course, it’s a Swiss cloud-based solution. The solution is built first for the financial services industry.

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Pipelines for more efficiency

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.

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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.

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The Swiss Flexible CRM

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.

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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.

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