Whether you’re transitioning from a spreadsheet or switching from another CRM, we have seamless processes to assist in transferring your data to InvestGlass. You can upload your information via a spreadsheet, import it from your current CRM, or manually enter the data. Our support team is available to guide you through each step and answer any questions you may have.

All InvestGlass customers enjoy free support from real, live humans. Most inquiries are answered in under 15 minutes, and typically, it takes fewer than two interactions to resolve an issue completely. Our goal is to provide fast, direct answers—without just sending a help article—so you can focus on running your business.

We connect with hundreds of apps, and for those we don’t support (yet), you can leverage our top-tier Zapier integration or use the InvestGlass REST API. Explore all our available integrations here.