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.