with better productivity tools
The simple CRM yet complete Swiss Cloud solution engineered for growth.
No credit card required – No software to install
See why over 1000 teams choose InvestGlass.com
Deploy with ease on cloud or on premise
Make remote work more productive
Fulfill and track requests easily and accurately
#1 Swiss Quality CRM hosted in Switzerland
Set up your digital portal in minutes
Get started fast with pre-built of visual and customizable templates – or create your own. Engage with digital forms, document storage and portfolio tools.
Successfully Automate your Sales
Digital forms collect your data and targeted surveys engage your audience.
Customize your CRM based according to your business processes.
InvestGlass connects your bank feeds to visualize your investments.
Make your team work less on emails and more on what really matters.
Manage leads and deals into customisable pipelines.
Grow revenue with ecommerce, banking and trading solutions.
Connect your applications and automate with open API.
Engage your clients with branded portal and applications.