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CRM for Real Estate Wholesalers

InvestGlass is a powerful tool for real estate wholesalers to streamline their sales process. With it, you can efficiently 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 wholesalers to streamline digital onboarding, life cycle management, portfolio management, and marketing campaigns from start to finish.

InvestGlass Workflow
InvestGlass Automation

Automated workflows

InvestGlass is a Swiss cloud-based CRM that offers easy usability, visibility into your team’s activity, and top-notch automation for performance monitoring, data collection, and contact and document management for real estate wholesalers. Automated workflows are vital to your success, and InvestGlass provides an integrated sourcing offer and marketing campaigns such as drip campaigns to help you efficiently manage your leads and increase your sales.


Flexible CRM

InvestGlass provides a flexible CRM solution for real estate wholesalers with customizable features and an AI advisor that recommends sales and listings. With the InvestGlass platform, you can offer investment opportunities directly through the client portal, send bulk marketing emails, and efficiently manage your team.

Digital onboarding

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

InvestGlass pipeline

Sales pipeline and deals

InvestGlass’s sales pipeline management is a valuable tool for real estate wholesalers, empowering you to stay organized and track progress easily. With flexible pipelines that reflect 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. It’s the perfect solution to help you manage your sales pipeline efficiently.

InvestGlass Portfolio Management Software

Beyond the Swiss CRM – leverage a full PMS

Traditional CRM solutions don’t always provide the features necessary to help real estate wholesalers manage their portfolios, retain customer data, or assess their performance against peers. InvestGlass offers a full Portfolio Management System (PMS) that can be easily connected to your sources, providing a comprehensive solution that addresses these needs. With InvestGlass, you can efficiently manage your real estate portfolio and track your performance, giving you 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 wholesalers

  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