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CRM for Sales

InvestGlass streamlines sales and maximizes revenue. Manage investments, sales opportunities, and customer data privacy effortlessly, while staying compliant with regulations. Join InvestGlass now for a complete sales solution that boosts your efficiency and closes more deals.

Simplify Your Workflow
From Start to End

Experience the power of Swiss innovation with our all-in-one CRM. Manage digital onboarding, life cycle, portfolio, and marketing campaigns effortlessly. Say goodbye to multiple tools and hello to streamlined efficiency. Join us now to stay ahead in the game.

InvestGlass Workflow

Flexible CRM

Organize and manage customer relationships effortlessly with InvestGlass’s AI-powered CRM. Our tool seamlessly integrates with external systems, providing contextual customer information for sales, marketing, and customer support teams. Join us now for a centralized and easy-to-use platform that streamlines your workflow and boosts your sales.

Sales pipeline and deals

Maximize growth with InvestGlass’s pipeline functionality. Easily track every sale or deal from start to finish to gain valuable insights into your product or service’s life cycle. Stay organized, identify successful stages, and make informed decisions about your business’s future. With InvestGlass, confidently forecast and plan for growth with data-driven decisions.

Digital onboarding

Save time and simplify onboarding with InvestGlass’s digital feature. Create digital forms that prospects and clients can fill out online and collect electronic signatures. No more printing or mailing forms. InvestGlass’s digital onboarding is a must-have tool for any investor who wants a streamlined process. Get the information you need quickly and easily with InvestGlass.

InvestGlass Automation

Automated workflows

Save time and increase efficiency with InvestGlass’s automation capabilities. Our CRM automates tedious tasks like approval processes, email responses, event creation, and follow-up notifications. Our template feature streamlines complex automation. Join us now to improve customer service and boost sales for your company.

InvestGlass Portfolio Management Software

Beyond the Swiss CRM – leverage a full PMS

InvestGlass offers a full PMS solution that’s ready to connect to your banks and brokers’ sources. Unlike traditional CRM solutions, our platform provides the features you need to manage portfolios, retain customer data, and assess performance against peers. Join us now and revolutionize the way you manage your business.

Sales software to help you grow

  1. Turnkey hosting in Switzerland or in your local server
  2. Built-in template for financial institutions
  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