When focusing on CRMs for finance brokerages and a broker, the customization and digitalization need to become clear. Business apps and website applications are tools to enhance sales potential in sales teams. The pipeline uses the concept of “stage” to display the customer journey and the different interests or information needs, such as the product providers, the place, the status, the access, and so forth. InvestGlass delivers a brokerage template that tailors the CRM to your needs. Our features embody the means to overcome the challenges the pandemic and digitalization shadowed on the brokerage sector by enabling greater trust from and communication with your clients.
InvestGlass CRM offers an artificial intelligence advisor which bases its recommendations for sales and listings on your long-term strategy. Offer investment opportunities directly via the client portal
, send bulk marketing emails, and manage your team efficiently with our various CRM software