The Future of Productivity Cloud
The Complete Sales Solution Engineered for your Future Growth
See why over 1000 teams choose InvestGlass.com
Setup in
minutes
CHF350 bn deals booked
Cloud & On Premise
#1 Swiss Quality CRM
Manage everything in one Swiss CRM
Planning, tracking and delivering your team’s best work has never been easier
Set up your portal in minutes
Get started fast with hundreds of visual and customizable templates – or create your own.
Save time with Automations
Book purchase and trade then trigger automation with repetitive work in seconds so you can avoid human error and focus on what matters
Successfully Automate your Sales
Digital onboarding
Digital forms collect your data and targeted surveys engage your audience.
Flexible CRM
Customize your CRM based according to your business processes.
Portfolio Management
InvestGlass connects your bank feeds to visualize your investments.
Automation
Make your team work less on emails and more on what really matters.
Sales pipeline
Manage leads and deals into customisable pipelines.
Transactions
Grow revenue with ecommerce, banking and trading solutions.
API Connection
Connect your applications and automate with open API.
Client Portal
Engage your clients with branded portal and applications.
24/7 customer support
Our team is here to provide you with personalized and outstanding service. We also offer a range of self-learning tools in our support center: