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Deal Flow

InvestGlass offers the best tool to improve deal flow. By tracking your interactions with potential investors, our software makes it easy to see which opportunities are worth pursuing and which ones are not.

Get High Quality Deal Flow
in the First Place

Focus your time and energy on the most promising deals, increasing your chances of success.

Email marketing automation and business processes

Brokerage firms’ success is based on lead conversion and commissions. qYet, the digital transformation is pressuring a clear optimization of time and team management. Within the industry, the key characteristics of CRMs to succeed are the ease of use, the visibility into agents’ activity, the quality of automation and follow-ups, and the ability to monitor performance. Agents and brokers use customer relationship management software in order to gather clear data and contact information, record opportunities in the market, and assess performance metrics according to their goals. Besides, a CRM solution provides marketing campaigns, such as drip campaigns, which can be dispatched via email notifications or text messages by the sales team. Contact management and document management remain at the center of an agent’s day-to-day work. InvestGlass is the best CRM with an integrated sourcing offer and of course, it’s a Swiss cloud-based solution. The solution is built first for the financial services industry.

CRM for finance brokers made fast to close deals faster with a client portal

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 tools.

Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. It’s the perfect tool to collect customer information and we built it for the mortgage industry with a risk metric feature. 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 for mortgage brokers

InvestGlass’s pipeline management 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. The pipelines are flexible to reflect any sales process: support tickets, onboarding client journey, bank statements, and automated workflows. The sales pipeline will present the expected deal flow and revenues. The tool is suited for small businesses as well as for larger organizations. The managing director will appreciate the reporting view to analyze data in a few seconds.

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

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Or call +41 22 518 25 94 (Switzerland)
InvestGlass Portfolio