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CRM for Small Businesses

InvestGlass maximizes sales efficiency for small businesses. It helps manage investment and sales opportunities, ensures regulatory compliance, and protects customer data privacy.

Simplify Your Workflow
From Start to End

Our Swiss CRM is designed for small businesses to streamline digital onboarding, portfolio management, and marketing campaigns. You can manage everything in one place, saving time and money.

InvestGlass Workflow

Digital onboarding

InvestGlass’s digital onboarding feature simplifies information collection for small businesses. You can create digital forms and collect signatures electronically, saving time and resources. It’s a valuable tool for any investor who wants to streamline the onboarding process.

Sales pipeline and deals

Small businesses can forecast and plan for growth with InvestGlass’s pipeline functionality. It helps track each sale or deal from start to finish, providing insights into successful stages and areas for improvement. With this tool, you can confidently make informed decisions about your business’s future and forecast growth backed by data.

Flexible CRM

InvestGlass is a flexible CRM that’s easily customizable for small businesses. You can customize standard tabs, records, fields, and layouts without any coding knowledge. It also provides a range of reports and dashboards to track progress and make informed decisions. InvestGlass is perfect for both beginners and experienced users.


InvestGlass’s Calendar is a useful tool for small businesses to keep track of client meetings. It automatically generates a calendar with all saved meetings in one place, and you can add, edit, or delete events manually. The customizable colours make it easy to categorize events, and a client-only calendar ensures privacy when needed.

InvestGlass Automation

Automated workflows

InvestGlass’s email and campaign system automates workflows for small businesses. It enables sending targeted, GDPR-compliant messages and captures consent and preferences via an audit trail system. Detailed campaign reports are also available. You can create sophisticated campaigns that reach customers in their inboxes, resulting in hyper-personalized emails that get results. 

Sales software to help you grow

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