Plans & Pricing
The simple CRM suite with marketing, sales, and service for small teams.
CHF 199
Per user / per month
- CRM Lead, Contact, Account
- Task & Calendar
- Quotes & Invoices
- Automation, Approval Process
- Campaign
The simple CRM suite with marketing, sales, and service for small teams.
EUR 199
Per user / per month
- CRM Lead, Contact, Account
- Task & Calendar
- Quotes & Invoices
- Automation, Approval Process
- Campaign
The CRM for financial professional and portal builders.
CHF 299
Per user / per month
- Access to SFTP
- Portfolio Management System
- Customisable Reports
- Client Portal
- Travel Request
The CRM for financial professional and portal builders.
EUR 299
Per user / per month
- Access to SFTP
- Portfolio Management System
- Customisable Reports
- Client Portal
- Travel Request
The CRM for sales with automation, AI and developer support built-in.
CHF 699
Per user / per month
- Generative AI
- Advanced Automation
- Customisable Projects
- Priority Support with coach
- Specific SLA
The CRM for sales with automation, AI and developer support built-in.
EUR 699
Per user / per month
- Generative AI
- Advanced Automation
- Customisable Projects
- Priority Support with coach
- Specific SLA
This edition requires an annual contract. This page is provided for information purposes only and subject to change. Don’t know what to choose?
Contact us to get help with your plan.





Introducing the InvestGlass Automation Suite.
Boost your growth by utilizing top-tier, integrated sales solutions on a unified platform, and benefit from savings of up to 49%*. Prices begin from CHF 199 per user per month.
* The potential savings of up to 49% are calculated based on the estimated cost difference between acquiring the InvestGlass Automation Sales Suite as a package and purchasing the included individual solutions separately at standard rates. For further information, please reach out to our sales team.
Extend the power of InvestGlass Sales Cloud with these related apps and add-ons.
-
InvestGlass GPT Sales Cloud
Boost sales team productivity with AI! Harness the power of InvestGlass GPT, with a limited number of credits available through Sales Cloud Unlimited Edition.
CHF 699 /user/month -
Bank/ Custodian Import
InvestGlass is set to develop a seamless import script, enabling a smooth connection of your portfolios to the InvestGlass portfolio management system.
From CHF 1000 -
Connect to Partner API
Integrate InvestGlass with third-party APIs to supercharge your channel sales and optimise partner performance effortlessly. Seamlessly manage resellers, distributors, brokers, and other crucial stakeholders with ease and precision.
From CHF 500 -
Revenue Optimization
Leverage InvestGlass Revenue Cloud to establish seamless connections with your revenue management processes, expediting the generation of new streams and significantly enhancing overall efficiency.From CHF 1500
Maximise ROI with the Global #1 Success Ecosystem.
Whether it’s providing exceptional support, expert guidance, valuable resources, or access to our partner apps and specialists, we are dedicated to assisting you every step of the way.

Professional Services
Frequently Asked
Questions
InvestGLass Sales Cloud pricing varies depending on the edition, number of users, and add-on products. Pricing starts at CHF 199 per user per month for Standard edition. Contact us to talk about your specific business needs and use cases.
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.