CRM for Sales

InvestGlass Swiss CRM provides valuable insights into customer behavior, which can be used to improve sales strategies.

Simplify Your Workflow
From Start to End

Built with Automations – InvestGlass is doing you work so you don’t work like a robot.

A CRM software made for your sales team

CRMs are powerful tools that help businesses organize and manage their customer relationships on a centralized and easy-to-use platform. CRM software is more than initiating contact with potential leads, nurturing contacts, and building loyalty while maintaining a dynamic repository of contact information and client history. The key area for CRM growth in 2018 and 2019 was the addition of artificial intelligence (AI) to leading CRM platforms. InvestGlass is building its own AI engines to enhance CRM capabilities or partnering to integrate AI’s benefits into our offerings. CRM tools are used by sales, marketing, customer support, and service teams in an organization. A good CRM tool usually integrates well with external systems in your organization. For example, important data such as revenue, orders, and purchase information should ideally be shared by both the sales and finance teams. This avoids manual data entry across different platforms and allows you to have contextual customer information available whenever they interact with you.

Customer relationship management software: follow the sales process

In order to properly forecast and plan growth, it is essential to have a clear understanding of the life cycle of your product or service. By tracking each sale or deal from beginning to end, you can gain valuable insights into which stages of the process are most successful and where improvements can be made. InvestGlass’s pipeline functionality makes it easy to stay organized and track progress, empowering you to make informed decisions about your business’s future. With this valuable tool at your disposal, you can confidently forecast and plan for growth, knowing that you have the data to back up your decisions.

Pre-built digital onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.


InvestGlass’ automation capabilities are some of the best in the business. InvestGlass takes your CRM and makes it work for you by automating many of the tedious and time-consuming tasks that come with managing a CRM. Automation can be set up for things like the approval process, email responses, event creation, or follow-up notifications. InvestGlass’ templates feature combined with its automating processes make it one of the most powerful CRMs on the market. InvestGlass’ automation capabilities will save you time and money in the long run, making it an invaluable tool for any business. InvestGlass offers a wide range of automation for banks and insurance. For example, InvestGlass can automate the approval process, email responses, event creation, or follow-up notifications. InvestGlass also offers a template feature that allows you to create complex automations. InvestGlass is the perfect tool for banks and insurance companies who want to improve their customer service.

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.
  • Signatys

  • Connective

  • Qwil logo


  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

Start Automating Your Life Using InvestGlass

With Swiss digital tools to make every part of your process more human.

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