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CRM for Universities

InvestGlass is a powerful platform that helps universities maximize their sales efficiency. It allows them to manage investment and enrollment opportunities with ease, stay compliant with regulations, and protect student data privacy.

Simplify Your Workflow
From Start to End

The first Swiss CRM to manage digital enrollment, student life cycle, academic records, and marketing campaigns from start to finish.

InvestGlass Workflow
InvestGlass Automation

Automated workflows

Automated workflows are crucial for universities to optimize time and team management. InvestGlass is the best Swiss cloud-based CRM solution that can help universities streamline their workflows and improve their enrollment and marketing campaigns.


Flexible CRM

InvestGlass offers a customizable CRM solution for universities, enabling greater trust and communication with students. Our AI advisor recommends enrollment opportunities, and you can offer opportunities directly via the student portal, send bulk emails, and manage your team efficiently with our various CRM tools.

Digital onboarding

InvestGlass’s digital onboarding feature is the perfect tool for universities to quickly and easily collect information from new students and existing ones. You can create digital forms that can be completed online, and collect signatures electronically using InvestGlass. This saves time and simplifies the onboarding process for students, making it a valuable tool for any university.

InvestGlass pipeline

Sales pipeline and deals

InvestGlass’s pipeline management is perfect for universities to track progress and plan for growth with confidence. The flexible pipelines can reflect any enrollment or student journey process, and the sales pipeline presents expected enrollment flow and revenues. The tool is suitable for any size of university, and the managing director can easily analyze data using InvestGlass’s reporting view.

Student portal & Calendar

InvestGlass offers a student portal and calendar features that help universities manage student schedules and events. The student portal provides students with easy access to course schedules and academic information, while the calendar feature enables universities to schedule and manage events seamlessly. These features improve student engagement, streamline administrative tasks, and enhance the overall student experience.

Sales software to help you grow

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

  3. Capture more leads

  4. Help you close deals faster
  5. Respect regulatory frameworks
  6. Automate sales tasks
  7. Support your faculty communication

  8. Create customized revenue reports