CRM for property developers

MAXIMIZE YOUR EFFICIENCY WITH INVESTGLASS. MANAGE PROPRETY PORTFOLIOS, SPOT NEW DEALS FASTER, MANAGE YOUR TEAMS TASK WITH EFFICIENCY.

Simplify Your Workflow
From Start to End

Property developers work hard for the money, and so should their CRM. It’s a tough job to find that perfect system with all the bells and whistles at an affordable price. Luckily, we’ve got your back with our own property developers lead management software – Property developers Lead Manager! InvestGlass is easy to use, provides you everything you need in one place, and won’t break your bank account.

Automation for real estate deals

InvestGlass’ automation capabilities are some of the best in the business. InvestGlass takes your CRM and makes it work for you by automating many of the tedious and time-consuming tasks that come with managing a CRM. Automation can be set up for things like the approval process, email responses, event creation, or follow-up notifications. InvestGlass’ templates feature combined with its automating processes make it one of the most powerful CRMs on the market. InvestGlass’ automation capabilities will save you time and money in the long run, making it an invaluable tool for any business.

InvestGlass offers a wide range of automation for banks and insurance. For example, InvestGlass can automate the approval process, email responses, event creation, or follow-up notifications. InvestGlass also offers a template feature that allows you to create complex automations. InvestGlass is the perfect tool for banks and insurance companies who want to improve their customer service.

The #1 Swiss CRM built for property developers

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. It’s the perfect tool to collect customer information and we built it for the mortgage industry with a risk metric feature. 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 for property developers

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.

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

    Qwil

  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

Connect your property developers’ CRM software to InvestGlass

The challenge for a property developers deals officer is finding the perfect property development CRM software – affordable, user-friendly, and with all the right features.

Luckily for you, we’ve got your back! We offer property developers lead management system that ticks all those boxes. InvestGlass offers lead capture tools to capture new customers. Forms can capture loan process, property developers bid, referral partner marketing information.

Digital onboarding is easy to create and does not require programming. You can connect the digital solution to the digital signature solution such as Connective and Sysmosoft.

The lending process and property developers’ process are easily integrated into InvestGlass property developers’ CRM. Property developers brokers, and real estate agents, will work easily with collaborative tools collecting all property developers’ deals and key information for the property developers’ business.

All operations are stored in the property developers’ CRM and organized with workflows and sales force automation will ensure that the loan process is respected.

Inside the CRM, the property developers officer will leverage investment reports – in form of contact reports and attachments will be stored in our Swiss Cloud document management solution. Your loan document management can also be recorded on your premises. InvestGlass CRM software offers both cloud-based and on-premise.

The property developers industry needs perfect marketing tools

InvestGlass is not only a property developers CRM, it’s also a powerful email marketing tool that individualizes marketing campaigns based on customer relationship history. This is what we call automated marketing. Automated marketing is needed because the property developers industry is not an easy one to work in.

Renewed marketing campaigns are needed because the traditional ways of advertising do not always work as well, and instead need a more personalized approach.

Individualized marketing will be based on recent customer relationship history with renewals at stake – it will be smarter than naive mass-market Based on the property developers’ process or stage pipeline ( customer lifecycle) your customers will receive different messages. InvestGlass campaign managers tracks who opened your email which reduces marketing efforts to A B email marketing strategies that work!

InvestGlass property developers CRM can connect to existing legacy systems thanks to an API or via a flat-file upload. Integrated compliance modules are enabled with InvestGlass App and the Iframe system.

Start Automating Your Life Using InvestGlass

With Swiss digital tools to make every part of your process more human.

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