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CRM for Recruitment Agencies

As a recruitment agency, you need a powerful platform to manage your investment and sales opportunities. InvestGlass offers just that, with easy-to-use tools that help you stay compliant with regulations and protect customer data privacy. Take your recruitment agency to the next level with InvestGlass!

Simplify Your Workflow
From Start to End

Manage everything from digital onboarding to marketing campaigns with ease. Our platform is tailored specifically for recruitment agencies, making life cycle management a breeze. Boost your agency’s performance today!

InvestGlass Workflow
InvestGlass Automation

Automated workflows

Automated workflows are crucial for recruitment agencies looking to optimize time and team management. InvestGlass, the leading Swiss cloud-based CRM solution, streamlines workflows and enhances enrollment and marketing campaigns. Elevate your recruitment game today with InvestGlass!


Flexible CRM

InvestGlass provides customizable CRM solutions for recruitment agencies, fostering greater trust and communication with candidates. Our AI advisor recommends suitable opportunities, and you can directly offer positions via the portal, send bulk emails, and efficiently manage your team with our various CRM tools. Upgrade your recruitment game with InvestGlass today!

Digital onboarding

InvestGlass’s digital onboarding feature is the perfect tool for recruitment agencies to quickly and easily collect information from new and existing candidates. You can create digital forms that can be completed online and collect signatures electronically, saving time and simplifying the onboarding process for candidates. Make the recruitment process hassle-free with InvestGlass!

InvestGlass pipeline

Pipelines for mortgage brokers

InvestGlass’s pipeline management is perfect for recruitment agencies looking to track progress and plan for growth with confidence. The flexible pipelines can reflect any recruitment or candidate journey process, and the sales pipeline presents expected flow and revenues. The tool is suitable for agencies of any size, and the managing director can easily analyze data using InvestGlass’s reporting view.


InvestGlass provides recruitment agencies with a candidate portal and calendar features to manage candidate schedules and events. The candidate portal enables candidates to access interview schedules and other relevant information, while the calendar feature helps agencies schedule and manage events seamlessly. These features improve candidate engagement, streamline administrative tasks, and enhance the overall recruitment experience.

Sales software to help you grow

  1. Turnkey hosting in Switzerland or in your local server
  2. Built-in template for recruitment agencies

  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 revenue reports