CRM for Public Sector

The Swiss CRM provides stability and efficiency to businesses in the public sector. On-premise solutions provide a higher security level for these types of organizations, ensuring that they are able to maintain their operations with minimal interruption from cyber criminals or other outside sources who may wish them harm

Automate Your Workflow
From Start to End

InvestGlass all-in-one CRM solution provides a Swiss cloud based platform, replacing outdated government technology with the newest solutions

Email marketing automation and business processes

InvestGlass email and campaign system enable you to connect your email credentials and send hyper-targeted messages to your citizens. InvestGlass is a cloud based systems which can be hosted next to your email server. Respect GDPR regulation via the audit trail system capturing customers’ consent and preferences. InvestGlass also provides detailed reports on your email campaign performance, including opens, clicks, unsubscribes, and more. With InvestGlass, you can be confident that your email campaigns are compliant with GDPR regulations. The local government will send local email campaigns to its citizens to inform them about local news, events or changes in the town. The email will help agencies to reduce costs to communicate also with the private sector and private companies. With InvestGlass you can also send SMS and Whatsapp messages which will boost any outdated government technology.

The Swiss one-stop shop for government contractors and citizen engagement

The Swiss CRM InvestGlass is fully flexible. It is possible to adapt the CRM according to the specific needs of each business. The tool is therefore perfect for businesses in the public sector, who often have very specific requirements that foreign CRMs are not able to meet. InvestGlass is a reliable and efficient solution that will help your business run smoothly and without interruption. InvestGlass CRM is effective in securing government contracts. Collected data can be stored in the Swiss cloud or on your premise. The document management works with an S3 format which reduces costs in the long run. Government agencies will appreciate that the CRM is connected to important tasks and process management tools.

Digital onboarding for citizen engagement

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.

Pipelines for tax collection, project management

In order to properly forecast and plan growth, it is essential to have a clear understanding of the life cycle of your agency process. By tracking citizens 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. Your local government will improve with greater visibility in its public policies. In order to streamline your processes and save time, InvestGlass offers an automation tool. With this tool, you can automate repetitive tasks, such as sending reminder emails or updating contact information. This way, you can focus on more important tasks and free up time for other government agency activities.

Integrate your governement agencies
with your other 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


  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

Information and Public Sector CRM Software

While our society is facing the current pandemic, public services in all spheres are in the first line in terms of essentiality and risk. CRM solutions’ focus is on team and time management in order to efficiently provide the service needed. Yet, many other challenges are present. Due to the economic situation, many public businesses, such as governments, government agencies and service providers, are aiming at cutting costs, which contrasts with customers’ ever-higher expectations and the market competition. Remote work and “e-governance” is only beginning and managing communications, customer information, and business activities efficiently demand a CRM software.

CRM for public sector with top grade security 

InvestGlass all-in-one CRM solution provides a Swiss-based platform as a credible alternative to foreign tools and products. Our complex client management interface foresaw the shift to remote work and the need to increase team management efficiency. Our no-code CRM enables customization with minimum effort and minimum implementation time. Generate and dispatch tasks remotely and in a user-friendly way. Send personalized emails to clients and colleagues. In short, trump your competitors by focusing on your clients. Ultimately, the machine will be able to automate all the time-consuming actions and onboard clients via forms and templates with seaming less effort.

InvestGlass templates enable tailoring the product’s features to any company such as government services or service delivery providers. Using partners integration, your business processes can be personalized to maximize user experience.

Start Automating Your Life Using InvestGlass

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

Copyright © InvestGlass SA. All rights reserved.
Made in Switzerland 🇨🇭