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CRM for SMEs

InvestGlass is a user-friendly CRM platform designed for small and medium-sized enterprises (SMEs) that helps you streamline your sales process. It simplifies managing investment and sales opportunities, ensuring that you comply with regulations while protecting customer data privacy. With InvestGlass, you can maximize your sales efficiency and achieve your business goals.

Simplify Your Workflow
From Start to End

Our Swiss CRM is tailor-made for SMEs to manage digital onboarding, portfolio management, and marketing campaigns in one place, saving you time and money.

InvestGlass Workflow

Digital onboarding

InvestGlass’s digital onboarding feature streamlines information collection from prospects and clients for SMEs. Our digital forms and signature feature eliminates the need for printing and mailing forms, saving you time and hassle. It’s an efficient tool for SMEs looking to simplify their onboarding process.

Sales pipeline and deals

To forecast and plan growth for SMEs, it’s crucial to track the life cycle of your product or service. InvestGlass’s pipeline functionality simplifies tracking each sale, revealing which stages are most successful and where improvements can be made. With this tool, you can confidently plan for growth, backed by data-driven insights.

Flexible CRM

InvestGlass’s flexible CRM is easily customized to meet SMEs’ specific needs, without requiring coding knowledge. You can customize standard tabs, and records, and add custom fields or set page layouts. InvestGlass also offers various reports and dashboards to track progress and make informed decisions. It’s a user-friendly solution for both beginners and experienced users.

InvestGlass Automation

Automated workflows

InvestGlass’s email and campaign system automates workflows, enabling SMEs to send targeted, GDPR-compliant messages to customers. It captures customers’ consent and preferences via an audit trail system and provides detailed campaign reports. With InvestGlass, you can create sophisticated campaigns that reach customers in their inboxes. Sign up today and start sending hyper-personalized emails that get results!

InvestGlass Portfolio Management Software

Beyond the Swiss CRM – leverage a full PMS

Most CRM solutions don’t cater to financial professionals’ needs to manage portfolios, retain customer data, or assess performance against peers. InvestGlass, on the other hand, offers a full PMS that can easily connect to your banks and brokers’ sources.

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