CRM for Real Estate Agents
InvestGlass is a powerful tool for real estate agents to maximize sales efficiency. With it, you can easily manage investment and sales opportunities while staying compliant with regulations and protecting customer data privacy.
Simplifiez votre flux de travail
Du début à la fin
The first Swiss CRM designed for real estate agents to manage digital onboarding, life cycle management, portfolio management, and marketing campaigns from start to finish.
Flux de travail automatisés
Automated workflows are vital for real estate success. InvestGlass is a Swiss cloud-based CRM that offers easy usability, visibility into agents’ activity, and quality automation for monitoring performance, gathering data, and managing contacts and documents. With an integrated sourcing offer and marketing campaigns like drip campaigns, InvestGlass is the best choice for agents and brokers.
CRM flexible
InvestGlass offers a flexible CRM for real estate agents with customizable features and an AI advisor that recommends sales and listings. You can offer investment opportunities directly via the client portal, send bulk marketing emails, and efficiently manage your team.
Embarquement numérique
InvestGlass’s digital onboarding is perfect for real estate agents to quickly and easily collect information from new prospects and existing clients. With a risk metric feature, it’s tailored for the mortgage industry. You can create digital forms and collect electronic signatures, saving time and simplifying the process. It’s a valuable tool for any investor looking to streamline onboarding.
Pipeline de vente et contrats
InvestGlass’s sales pipeline management is a valuable tool for real estate agents, empowering you to stay organized and track progress easily. With flexible pipelines reflecting any sales process, you can forecast and plan for growth confidently. The tool is suited for businesses of any size and provides a reporting view for easy data analysis, making it perfect for managing directors as well.
Client portal & Calendar
InvestGlass’s client portal and calendar features make it easy for real estate agents to manage their schedules and communicate with clients. The client portal allows you to share investment opportunities and updates directly with your clients, while the calendar feature helps you stay on top of appointments and deadlines. With InvestGlass, you can streamline communication with your clients and save time managing your schedule.
- Hébergement clé en main en Suisse ou sur votre serveur local
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Built-in template for real estate agents
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Capturer plus de prospects
- Vous aider à conclure des affaires plus rapidement
- Respecter les cadres réglementaires
- Automatiser les tâches de vente
- Soutenez la communication avec vos clients
- Créer des rapports de vente personnalisés
