The Future of Productivity Cloud

 

The Complete Sales Solution Engineered for your Future Growth

See why over 1000 teams choose InvestGlass.com

Setup in
minutes

CHF350 bn deals booked

Cloud & On Premise

#1 Swiss Quality CRM

Manage everything in one Swiss CRM

 

Planning, tracking and delivering your team’s best work has never been easier

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Set up your portal in minutes

 

Get started fast with hundreds of visual and customizable templates – or create your own.

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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

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Successfully Automate your Sales

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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.

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API Connection

Connect your applications and automate with open API.

Client Portal

Engage your clients with branded portal and applications.

24/7 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:

 

Knowledge base –  Weekly webinarsWalkthrough

See why InvestGlass is different.