The period of uncertainty created by the pandemic has affected all spheres of society. More especially, nonprofit organizations and foundations have, for the majority, reduce their implications due to the lack of sponsors. Yet, non-profit companies face relatively limited resources per se. Therefore, it is important to generate and use these resources efficiently. The crisis has also fostered a need for digital transformation even in non-profit organizations. The companies need a simple and user-friendly communication, task management, and client reporting interface accessible anywhere, by any member of the company.
InvestGlass offers a wide range of features which ease overcoming the issues of digitalization, team management, and logistics for non-profit organizations. Use our document digitalization capabilities and onboarding processes to gather all the necessary information from your shareholders, sponsors, and clients. Manage your team with our task and tagging systems, enabling close customization of permission and time management. Generate leads and manage projects with our pipeline management system, and automate reports for relevant events.
InvestGlass CRM is ideal for non-profit organizations due to the ease and speed our solution can be implemented. Our team is available for propositions on design and features customization. Our open API also enables any adds-on to be integrated in a relatively simple way.
Finally, our values, like the ones of our partners, correlate greatly with ESG criteria and are, thus, aligned with your values; making InvestGlass CRM the perfect match.
InvestGlass “build” mindset
- Minimum to 0 Request for Proposal
- No-code CRM
- Reuse 20 templates then adapt them to your business specificities
- Ease of implementation with our success coach and pre-built templates
- Build payment with phases
- Cut cost by deploying and testing with minimum staff
- Assign scores and preferences to prospects and clients
The platform simplifies and automates your processes in order to ease your digital transformation.