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CRM for Online Retail

InvestGlass is a powerful platform that helps online retail businesses maximize their sales efficiency. It allows you to manage investment and sales opportunities with ease, stay compliant with regulations, and protect customer data privacy. With InvestGlass, you can streamline your sales process and focus on growing your business.

Simplify Your Workflow
From Start to End

The first Swiss CRM to manage digital onboarding, life cycle management, portfolio management, and marketing campaigns from start to finish.
InvestGlass Workflow
InvestGlass Automation

Automated workflows

InvestGlass offers powerful automation capabilities for online retail companies. It automates tedious and time-consuming tasks in your CRM, such as approval processes, email responses, event creation, and follow-up notifications. InvestGlass also provides templates for complex automation, making it a valuable tool for any business that wants to save time and money. With InvestGlass, you can improve your customer service and streamline your operations.

Sales pipeline and deals

Understanding the life cycle of your products or services is essential for planning and forecasting growth in online retail. InvestGlass’s pipeline functionality allows you to track each sale or deal from start to finish, gaining insights into successful stages and areas for improvement. This tool helps you stay organized and informed, empowering you to confidently plan for growth and make data-driven decisions. With InvestGlass, you can streamline your sales pipeline and optimize your business’s future success.

Digital onboarding

Online retail companies can simplify their onboarding process with InvestGlass’s digital feature. Create digital forms that prospects and clients can complete online, and use the digital signature feature to collect electronic signatures. This eliminates the need for printing and mailing forms, saving time and simplifying the process. InvestGlass’s digital onboarding is a valuable tool for streamlining the onboarding process and providing a better customer experience.

Flexible CRM

Online retail companies can customize InvestGlass’s CRM to meet their specific needs. Its no-coding feature makes it user-friendly for those with no prior coding experience. Customize standard tabs and records, add custom fields, and set page layouts to fit your business. InvestGlass offers a range of reports and dashboards to track progress and make informed decisions. Whether you’re a beginner or an experienced user, InvestGlass’s flexible CRM is the perfect solution for online retail companies.


InvestGlass’s Calendar is the perfect solution for online retail companies to keep track of all their clients’ meetings in one place. The Calendar automatically generates all saved meetings into one generic calendar, and allows you to add, edit, or delete events manually. You can customize event colours and also have a clients-only calendar for added privacy. Try InvestGlass’s Calendar today!

Sales software to help you grow

  1. Turnkey hosting in Switzerland or in your local server
  2. Built-in template for online businesses

  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