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CRM for Real Estate Agents

InvestGlass is a powerful tool for real estate agents to maximize sales efficiency. With it, you can easily manage investment and sales opportunities while staying compliant with regulations and protecting customer data privacy.

Simplify Your Workflow
From Start to End

The first Swiss CRM designed for real estate agents to manage digital onboarding, life cycle management, portfolio management, and marketing campaigns from start to finish.

InvestGlass Workflow
InvestGlass Automation

Automated workflows

Automated workflows are vital for real estate success. InvestGlass is a Swiss cloud-based CRM that offers easy usability, visibility into agents’ activity, and quality automation for monitoring performance, gathering data, and managing contacts and documents. With an integrated sourcing offer and marketing campaigns like drip campaigns, InvestGlass is the best choice for agents and brokers.


Flexible CRM

InvestGlass offers a flexible CRM for real estate agents with customizable features and an AI advisor that recommends sales and listings. You can offer investment opportunities directly via the client portal, send bulk marketing emails, and efficiently manage your team.

Digital onboarding

InvestGlass’s digital onboarding is perfect for real estate agents to quickly and easily collect information from new prospects and existing clients. With a risk metric feature, it’s tailored for the mortgage industry. You can create digital forms and collect electronic signatures, saving time and simplifying the process. It’s a valuable tool for any investor looking to streamline onboarding.

InvestGlass pipeline

Sales pipeline and deals

InvestGlass’s sales pipeline management is a valuable tool for real estate agents, empowering you to stay organized and track progress easily. With flexible pipelines reflecting any sales process, you can forecast and plan for growth confidently. The tool is suited for businesses of any size and provides a reporting view for easy data analysis, making it perfect for managing directors as well.

Client portal & Calendar

InvestGlass’s client portal and calendar features make it easy for real estate agents to manage their schedules and communicate with clients. The client portal allows you to share investment opportunities and updates directly with your clients, while the calendar feature helps you stay on top of appointments and deadlines. With InvestGlass, you can streamline communication with your clients and save time managing your schedule.

Sales software to help you grow

  1. Turnkey hosting in Switzerland or in your local server
  2. Built-in template for real estate agents

  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