CRM for Real Estate Wholesalers
InvestGlass is a powerful tool for real estate wholesalers to streamline their sales process. With it, you can efficiently 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 wholesalers to streamline digital onboarding, life cycle management, portfolio management, and marketing campaigns from start to finish.
Flux de travail automatisés
InvestGlass is a Swiss cloud-based CRM that offers easy usability, visibility into your team’s activity, and top-notch automation for performance monitoring, data collection, and contact and document management for real estate wholesalers. Automated workflows are vital to your success, and InvestGlass provides an integrated sourcing offer and marketing campaigns such as drip campaigns to help you efficiently manage your leads and increase your sales.
CRM flexible
InvestGlass provides a flexible CRM solution for real estate wholesalers with customizable features and an AI advisor that recommends sales and listings. With the InvestGlass platform, you can offer investment opportunities directly through the client portal, send bulk marketing emails, and efficiently manage your team.
Embarquement numérique
InvestGlass’s digital onboarding solution is ideal for real estate wholesalers to quickly and easily collect information from new prospects and existing clients. With a risk metric feature tailored for the mortgage industry, it’s a valuable tool for any investor looking to streamline onboarding. You can create digital forms and collect electronic signatures, saving time and simplifying the process. It’s the perfect solution to simplify your onboarding process.
Pipeline de vente et contrats
InvestGlass’s sales pipeline management is a valuable tool for real estate wholesalers, empowering you to stay organized and track progress easily. With flexible pipelines that reflect 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. It’s the perfect solution to help you manage your sales pipeline efficiently.
Beyond the Swiss CRM – leverage a full PMS
Traditional CRM solutions don’t always provide the features necessary to help real estate wholesalers manage their portfolios, retain customer data, or assess their performance against peers. InvestGlass offers a full Portfolio Management System (PMS) that can be easily connected to your sources, providing a comprehensive solution that addresses these needs. With InvestGlass, you can efficiently manage your real estate portfolio and track your performance, giving you the insights you need to make informed decisions.
- Hébergement clé en main en Suisse ou sur votre serveur local
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Built-in template for real estate wholesalers
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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
