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InvestGlass is the #1 Swiss alternative to Salesforce

If you’re looking for a CRM alternative to Salesforce, consider InvestGlass. Increase CRM adoption and revenue with our innovative and fully customizable CRM made and hosted in Switzerland!

What can you not do in Salesforce?

Salesforce is a great sales tool, but it’s way to complex to setup and does not provide a safe hosting in a neutral country like InvestGlass with a 100% Swiss Hosting. There are also some key sales functions that, even with a third-party app, you just cannot perform using Salesforce (Digital onboarding, portfolio management, KYC remediation, marketing automation). With InvestGlass, they’re all built-in.
Digital onboarding InvestGlass

InvestGlass deals with the challenges latent in the retail banking industry with a well-rounded banking CRM, including customer onboarding, coupled with higher leads and prospect conversion rates. At the same time, our customizable client portal enhances client retention and instantly delivers real-time information, and gathers instant insights.
While our society is facing the current pandemic, public services in all spheres are in the first line in terms of essentiality and risk. CRM solutions’ focus is on team and time management in order to efficiently provide the service needed. Yet, many other challenges are present. Due to the economic situation, many public businesses, such as governments, government agencies and service providers, are aiming at cutting costs, which contrast with customers ever-higher expectations and the market competition.
For traders, CRM is a must-have! It helps you keep track of all your trades and what you’re doing with them. It can also help you stay on top of the markets by allowing you to set up notifications for when certain events happen like changing prices or new announcements. To get started, just head over to InvestGlass where there’s a wide variety of CRM options available for free trial periods!

You have to choose a CRM based on your legal mindset. Hubspot CRM, Zoho CRM, Salesforce and Microsoft are US-based CRM that are ruled under the Cloud Act 2018. This new regulation can be a problem for your bank so you should better have a look first. InvestGlass offers the best alternative with a sophisticated sales automation suite, yet easy to use. 

A core CRM, Customer relationship management, function is for managing contacts, but it should be more than a repository of contacts and offer other key features like fostering relationships with customers, forecasting sales, closing deals, among others.

Customer data is hosted on Servers in Switzerland in Lausanne and Geneva. InvestGlass basic CRM is convenient for small businesses but also larger institutions looking for more business intelligence. Marketing campaigns and sales enablement tools are key features of the InvestGlass suite. Email tracking tool can be added on the only Swiss cloud based platform. InvestGlass is connected to API with SMS and email function to connect to contact data in few clicks. Account management and closing sales is made easy as InvestGLass allows you to manage communications in an all-in-one tool.

The sales funnel can be customised with pipeline management and lead generation forms you can host on your website. Tasks in sales cycles can be organized into boards in each pipeline. Campaign management is made to bolster sales and spot potential customers in few clicks.

The entire sales process is automated to deliver successful business outcomes. It offers real-time access to information and allows sales reps to track the sales cycle and link them to the appropriate products and services. 

Business management will enjoy lead management tools and sales data analysis. InvestGlass is a robust CRM that will increase your sales productivity.

Watch InvestGlass 8 minutes Demo

Simple, flexible pricing.
Unlimited Portfolio
and Investors.

Starter

CHF49

Per user / per month

  • Digital Onboarding
  • Account, Contact, Lead, and Opportunity Management
  • Email integration
  • Community Support
Starter

€49

Per user / per month

  • Digital Onboarding
  • Account, Contact, Lead, and Opportunity Management
  • Email integration
  • Community Support
Enterprise

CHF149

Per user / per month

  • Include Starter features
  • Automation and approval process
  • Audit record
  • Priority Support – email
Enterprise

€149

Per user / per month

  • Include Starter features
  • Automation and approval process
  • Audit record
  • Priority Support – email
Digital

CHF299

Per user / per month

  • Include Enterprise features
  • SFTP and API connection on Swiss Servers
  • Employee / Client Portal
  • Priority Support – live chat
Digital

€299

Per user / per month

  • Include Enterprise features
  • SFTP and API connection on Swiss Servers
  • Employee / Client Portal
  • Priority Support – live chat
Starter

£39

Per user / per month

  • Digital Onboarding
  • Account, Contact, Lead, and Opportunity Management
  • Email integration
  • Community Support
Enterprise

£129

Per user / per month

  • Include Starter features
  • Automation and approval process
  • Audit record
  • Priority Support – email
Digital

£249

Per user / per month

  • Include Enterprise features
  • SFTP and API connection on Swiss Servers
  • Employee / Client Portal
  • Priority Support – live chat
Find the right advice for every customer

Find the right advice for every customer


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