Automate Simply with
#1 Swiss Sovereign CRM.
Starter
Out-of-the-box customer support for small teams.
- CRM Lead
- File storage
- Opportunity Management
- Account
- Task
- Invoice
- Calendar
- Copilot AI
Standard
The simple CRM-suite hosted in Switzerland.
- Digital onboarding
- Campaign
- Team Calendar
- Workflow booking
- Email integration
- Territory management
- Advanced pipeline
- Copilot AI
Enterprise
The best solution for financial professionals.
- Package forms
- Digital signature
- Webservice – API
- Portfolio management system
- Client Portal
- Automation & workflows
- Approval process
- Robo-advisor / Mortgage forms
- Access to SFTP
- Copilot AI
Unlimited
The best of InvestGlass Artificial Intelligence.
- Hosting on-premise (option)
- Copilot AI (Secured on-premise)
- Travel request
- Risk Management reporting
- Customisable Projects
- Core Banking Connect
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What’s included?
Billing and Contract Plans
| Starter | Standard | Enterprise | Unlimited | |
|---|---|---|---|---|
| Pay by Invoice | ✗ | ✗ | ✓ | ✓ |
| Custom Contract | ✗ | ✗ | ✗ | ✓ |
Support and Access Features
| Starter | Standard | Enterprise | Unlimited | |
|---|---|---|---|---|
| Access to our friendly forum | ✓ | ✓ | ✓ | ✓ |
| Email support | ✗ | ✓ | ✓ | ✓ |
| Dedicated support with SLA | ✗ | ✗ | ✓ | ✓ |
Here are a few questions answered for you
InvestGlass Sales Cloud pricing varies depending on the edition, number of users, and add-on products. The standard edition starts at CHF 50 per user per month. Contact us to discuss your specific business needs and use cases.
At InvestGlass, we understand that unforeseen challenges can arise, and we are committed to providing the best possible support to overcome them. If you encounter any difficulties or have specific requirements, don’t hesitate to contact us. Let’s discuss the options available to find the most suitable solutions for your needs. Our team is here to help and support you through any situation. Contact us today, and together, we’ll navigate through it all.
InvestGlass offers a variety of subscription terms for its products, and while most products typically operate on annual contracts, the specific terms can vary based on your requirements and preferences.