CRM stands for customer relationship management. CRM software is an organized way of keeping track of clients and prospects as they move through their customer journey. This depends on your business size, model, industry, customer type, and more.

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Pre-built 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.

Pipelines is key for small teams with big dreams

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.

Fully flexible CRM

InvestGlass is a flexible CRM that can be customized to meet the specific needs of your business. The no-coding characteristic makes it easy to use, even for those with no prior knowledge in coding. You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. InvestGlass also provides a wide range of reports and dashboards to help you track your progress and make informed decisions about your business. Whether you’re just getting started or you’re already an experienced user, InvestGlass is the perfect solution for you.

Campaign and Email/SMS Marketing for SMEs

InvestGlass email and campaign system enables you to connect your email credentials and send hyper-targeted message to your customers. Respect GDPR regulation via the audit trail system capturing customers consent and preferences. InvestGlass also provides detailed reports on your email campaign performance, including opens, clicks, unsubscribes, and more. With InvestGlass, you can be confident that your email campaigns are compliant with GDPR regulations. InvestGlass is the perfect tool for any business that wants to send targeted, personalised email campaigns to their customers. Thanks to the powerful InvestGlass platform, you can create sophisticated marketing campaigns that reach your customers where they are most active – their inbox. So why wait? Sign up for InvestGlass today and start sending hyper-personalised email campaigns that get results!

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

Why small businesses need Customer relationship management software?

CRM for small businesses is essential for your growing business. CRM allows you to run your sales and marketing automation. Using CRM makes you not have to spend your money on sales tools that need to be onboarded. This is when CRM is needed in order to generate new leads or retain existing customers. You need to use CRM to fix broken sales processes and generate new customers.

CRM software unifies all your business processes, right from sales to email marketing campaigns to customer data management. CRM shows all customer touchpoints with your business, provides insights into what they are looking for and helps you engage with them. It helps sales teams and sales reps to provide a seamless customer experience, just like larger businesses.

CRM software for a Small Business

CRM solutions were thought of as exclusive to enterprise-level companies even a few years ago. As a small business owner, you can implement these solutions without breaking the bank. CRMs act as funnels for the manifold customer interactions by creating and managing touchpoints like contact forms, online chats, social media mentions, and phone calls. With must-have features such as lead management, task management, contact management, workflow automation, and project management, you can improve your sales processes. With the perfect combination of an easy interface and innovative features, small business CRMs are tailor-made to cater to your exclusive business needs. You can also ensure a better experience for customers by understanding and observing their behavior using customer support tools such as a sales pipeline, email campaigns, and other sales tools.

InvestGlass CRM for small businesses gives you a complete view of contact information. Get a timeline of events like phone and email conversations with your company, notes, and meetings. With these different touchpoints, your team has the much-needed context to engage with the prospect. To spot buying patterns, differentiate warm leads from cold leads, and convert prospects into customers, it helps you identify customers and track new sales leads.

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