Trusted by the world’s fastest scaling teams
1. Fast setup
With our CSV import tool, you can swiftly import your leads and contacts within minutes. You can start your work immediately, once you customize and set up your workflow in seconds.
2. All-in-one selling
With InvestGlass, your team can effortlessly prioritize and engage with high-quality leads. It seamlessly integrates with your custodian feed, email and calendar right from the get-go.
3. Automate outreach
Leverage Sequences, Approval Process, Automation and automated reminders to significantly boost response rates without exerting extra effort.
