InvestGlass

Client & Employee Portal

Built for Client and Employees Collaboration Across Accounting & Professional Services.

Digital onboarding InvestGlass

The #1 Collaboration platform

Engage each prospect, colleague and client with a hyper-personalised portal. The portal can be branded with your company’s logo and colours. It can also be customised with the content that each customer wants to view.

The portal will include a secure messaging system so that customers can communicate with you easily and quickly. They can also request quotes, track orders and access their account information. The tools are connected to ZOOM or JITSI for video calls or video conferencing.

The task management system will keep you organised and on track. You can create to-do lists, set deadlines and collaborate with team members. The project management system will help you to keep track of your progress and ensure that each project is completed on time.

The portal is embedded into a full CRM which helps manage tasks and customer interactions. The CRM also includes a lead scoring system that grades each prospect’s interest in your product or service. This information can be used to prioritize your time and effort.

Customize with your branding

The perfect tool to build your digital presence. Create a branded portal that is perfectly suited for mobiles and tablets. Set your colours, logo, and website address with no coding required. The buttons and widgets are fully flexible. The collaborative platform is an easy to use interface.

Documents electronic vault

Share documents with prospects and clients. Share important documents with your clients. Have your client share their documents with you. Documents are hosted on Swiss servers. InvestGlass tools are hosted on a Swiss Server offering the best digital sovereignty. Creative teams will find the same google drive simplicity. Configure your portal to include the content that is important to you and your customers. Add a secure messaging system, configure quote requests and access to account information. Have everything you need in one place. Your personalised portal awaits. Document sharing is built on an open-source format S3 AMAZON which facilitate migration. You can also share files with a two-factor authentification question or SMS code verification.

Automations for collaborative portal

InvestGlass automation offers the best online collaboration tool. Our easy to use automation will save you time and money. With our collaborative portal, you can automate the sending of quotes and orders, configure email alerts for price changes, new products or when a prospect or client is lost, receive real-time notifications of comments on your products. Instant messaging are connected to automation to dispatch workload among your team members.

Video conferencing tools are connected to contact reports so you can track the time spent by your team. Group chat and Microsoft Teams can be connected to the InvestGlass communication tools platform. Workflow automation and the special approval process tools are key features of our collaborative portal.

The InvestGlass CRM is the perfect tool to manage your interactions with customers. The CRM includes a lead scoring system that grades each prospect’s interest in your product or service. This information can be used to prioritize your time and effort.

Integrate more apps with an opened API

Open API means you can connect now. 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. Simply paste the URL provided into your application and start exchanging information. The portal will include a secure messaging system so that customers can communicate with you easily and quickly. InvestGlass API is opened and helps to connect InvestGlass to your favourite application such as GMAIL, Outlook, Calendly, Zoom, Mailchimp and more.

Project management and collaborations tools

The tools will facilitate project management thanks to an intuitive pipeline setup. The portal will include a secure messaging system so that customers can communicate with you easily and quickly. They can also request quotes, track orders and access their account information. You can also use the portal to manage your projects. The pipeline setup is intuitive and makes project management easier than ever.

Collaboration tools on any device

InvestGlass collaboration tools are available on any device. Whether you are on a computer, tablet or phone, you can access your projects and collaborate with your team. The tools are designed to be mobile-friendly and provide the best user experience possible. It’s easy to learn and works well for monitoring projects and assigning tasks.

Collect data into your collaboration tool with digital onboarding

Onboard prospects and update clients’ info. One of InvestGlass’s most advanced features is digital onboarding which helps you to collect information from your new prospects and existing clients. Digital onboarding includes a digital signature. Onboarding forms are easy to build. No coding knowledge is required. Onboarding forms will facilitate fil sharing, reduce screen sharing and facilitate the learning curve for sales and new joiners.

 

Marketplace with the best online collaboration tools

Present your collections and click to trade and purchase. InvestGlass intuitive interface offers a real-time collaboration platform. Marketing teams will appreciate the hyper-targeting tools and project progress monitoring.

Share your products and securities collection into the InvestGlass inventory management system. Then share those items into your branded portal to create an interactive and online experience. Marketplace API can easily be connected to update prices.

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