CRM for Beginners

One of the most difficult things about being a beginner is knowing where to start. You may know you want a CRM but not what kind or how it will help your business. Or, you might be looking for ways to make your current CRM work better for you. In 2017, 18% of people didn’t even know what a CRM was. The trend will likely continue to grow as more and more companies realize the benefits of their CRM systems.

Simplify Your Workflow
From Start to End

The first Swiss CRM to manage digital onboarding, life cycle management, portfolio management, and marketing campaigns from start to finish.

What is CRM software?

Customer relationship management is a method of using data and analysis to optimize your company’s interactions with both your customers and potential customers. CRM is particularly focused on sales growth and customer retention. Most CRMs are cloud-based tools that you can log into with an account. The best CRMs can even integrate with almost all your other sales and marketing tools, even your third-party analytical tools. Some of the most successful CRMs combine all three models, and new and exciting applications are emerging all the time. A CRM system provides a central place where businesses can store and collect customer data. It allows the sales team to manage relationships with customers, helping the business to grow. CRM systems can also be used to add notes, schedule follow-ups and organise the next steps that need to be taken. By understanding customers better, cross-selling and up-selling opportunities become clearer and marketing campaigns more successful.

Customer Relationship Management: Drive Sales & Marketing Results via Customer Data

Using a customer relationship management tool (CRM) effectively can be instrumental in helping your business grow. Technology that streamlines and automates saves time, keeps you on track and up to date. It’s simply better. Especially when it comes to managing complex customer relationships. What would more sales and revenue and more loyal customers/clients do for your business? If you have a CRM tool, use it to help you grow your business in this day and age, using it effectively. The most important thing a CRM does is focus on your customers as individuals, rather than as a single entity. CRMs help you develop a full picture of your relationship with each customer, or prospect, by packaging all their interactions and engagement with your business together with their profile. Many CRMs also keep track of social media interactions and integrate this information with contact records. With a great CRM and strategy for how to use it collaboratively, you’ll have marketing, sales and customer service in perfect alignment.

Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. It’s the perfect tool to collect customer information and we built it for the mortgage industry with a risk metric feature. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.

Fully flexible CRM

InvestGlass is a flexible CRM that can be customized to meet the specific needs of your business. The no-coding characteristic makes it easy to use, even for those with no prior knowledge in coding. You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. InvestGlass also provides a wide range of reports and dashboards to help you track your progress and make informed decisions about your business. Whether you’re just getting started or you’re already an experienced user, InvestGlass is the perfect solution for you.

Integrate it with your other business apps

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.
  • Signatys

  • Connective

  • Qwil logo


  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

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