Onboard, Close, Grow.
InvestGlass is #1 Swiss Sovereign Business Solution. Your Data are Hosted in Geneva, Switzerland.
स्टार्टर
Collect your team data in one place.
CHF 50
per user / month
Billed monthly
यह भी शामिल है:
- Unlimited records
- Unlimited automations
- स्वचालन
- कैलेंडर
- Contacts
- CRM Documents
- तटकर क्षेत्र
+10 more features
- Import / Export
- Members
- Merge Records
- Password
- पाइपलाइनों
- Relations
- रिपोर्टिंग
- भूमिकाएँ
- Settings
- Tags
मानक
Get your leads and convert them faster.
CHF 200
per user / month
Billed monthly
यह भी शामिल है:
- Unlimited records
- Unlimited automations
Everything in Starter, plus:
- उन्नत पाइपलाइन
- Campaign Monitoring
- Email Templates
- कार्यक्रम का प्रकार
- फार्म
+9 more features
- Invoices
- Quotes
- Securities Products
- Settlements / Location
- रणनीतियाँ
- Stress Tests
- टीम कैलेंडर
- क्षेत्रीय प्रबंधन
- Universe List
उद्यम
Build an extensive growth to serve each customer uniquely.
CHF 500
per user / month
Billed monthly
यह भी शामिल है:
- Unlimited records
- Unlimited automations
Everything in Standard, plus:
- Buttons / Links
- ग्राहक पोर्टल
- अनुबंध
- अंगुली का हस्ताक्षर
- Global Consolidation
+13 more features
- लक्ष्य
- Incident Types
- Model Portfolios
- Opportunity Types
- Org-Wide Sharing Defaults
- Portal / Views
- पोर्टफोलियो प्रबंधन प्रणाली
- Portfolio Templates
- Publisher
- कतारों
- Sub Groups
- Travel Reports
- Travel Request Answers
Ultimate
Secure your artificial intelligence on your server, no compromise.
CHF 700
per user / month
Billed monthly
यह भी शामिल है:
- Unlimited records
- Unlimited automations
Everything in Enterprise, plus:
- Core banking connection
- Hosting on premise
- On premise Artificial Intelligence
- Customisable projects with InvestGlass Swiss team
All prices are per seat / month, billed monthly. Cancel anytime.