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CRM for Real Estate Developers

InvestGlass is an indispensable tool for real estate developers who want to optimize their sales process. This cutting-edge software allows you to effectively handle investment and sales opportunities while adhering to regulatory standards and safeguarding the confidentiality of customer data.

Simplify Your Workflow
From Start to End

The first-ever Swiss CRM developed for real estate developers streamlines the entire digital onboarding process, life cycle management, portfolio management, and marketing campaigns from start to finish.

InvestGlass Workflow
InvestGlass Automation

Automated workflows

InvestGlass is a cloud-based CRM tool developed in Switzerland that offers exceptional ease of use, enabling real estate developers to effortlessly manage their team’s activities, monitor performance, collect data, and manage contacts and documents. The software’s advanced automation capabilities ensure that your workflows are streamlined and efficient. InvestGlass also includes an integrated sourcing offer and marketing campaigns, including drip campaigns, to help you manage your leads effectively and increase your sales.


Flexible CRM

InvestGlass delivers a versatile CRM solution for real estate developers with customizable features and an AI advisor that provides recommendations for sales and listings. The InvestGlass platform enables you to present investment opportunities directly through the client portal, send bulk marketing emails, and efficiently manage your team. This software offers flexibility and customization to suit your specific needs and requirements.

Digital onboarding

InvestGlass provides an ideal digital onboarding solution for real estate developers to rapidly and seamlessly gather information from new prospects and existing clients. With a specialized risk metric feature designed for the mortgage industry, this software is an essential tool for any investor seeking to streamline their onboarding process. The platform enables you to create digital forms and collect electronic signatures, saving time and simplifying the process. It is the perfect solution to streamline your onboarding process and improve efficiency.

InvestGlass pipeline

Sales pipeline and deals

InvestGlass’s sales pipeline management is a flexible and valuable tool for real estate developers to stay organized and track progress with ease. The platform offers customizable pipelines for any sales process, suitable for businesses of any size, and provides a reporting view for easy data analysis. It’s the perfect solution to efficiently manage your sales pipeline and improve your sales process.

InvestGlass Portfolio Management Software

Beyond the Swiss CRM – leverage a full PMS

Traditional CRM solutions often lack the necessary features to assist real estate developers in managing their portfolios, retaining customer data, and evaluating performance against peers. InvestGlass provides a complete Portfolio Management System (PMS) that seamlessly integrates with your sources, providing a comprehensive solution that addresses these needs. With InvestGlass, you can effectively manage your real estate portfolio, monitor your performance, and gain the insights you need to make informed decisions.

Sales software to help you grow

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

  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