Automate sales
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
Manage everything in one Swiss CRM
Capture new leads, engage prospects with relevant products and offers. Convert new business faster. Tracking and delivering never been easier.
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.
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.
Human 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: