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Sales Pricing

Trusted Swiss Sovereign solution with fully customisable sales force automation software.

Starter

Out-of-the-box customer support for small teams

CHF 50

Per user / per month
(billed annually)

  • CRM Lead
  • File storage
  • Opportunity Management
  • Account, Task, Invoice
  • Calendar
Starter

Out-of-the-box customer support for small teams

EUR 60

Per user / per month
(billed annually)

  • CRM Lead
  • File storage
  • Opportunity Management
  • Account, Task, Invoice
  • Calendar
Standard

The simple CRM suite hosted in Switzerland.

CHF 200

Per user / per month
(billed annually)

  • All Starter plus
  • Digital onboarding
  • Campaign
  • Team Calendar
  • Meeting booking
  • Email integration
  • Territory management
  • Advanced pipeline
Standard

The simple CRM suite hosted in Switzerland.

EUR 210

Per user / per month
(billed annually)

  • All Starter plus
  • Digital onboarding
  • Campaign
  • Team Calendar
  • Meeting booking
  • Email integration
  • Territory management
  • Advanced pipeline
Enterprise

The best solution for financial professionals.

CHF 500

Per user / per month
(billed annually)

  • All standard plus
  • Package forms and digital signature
  • Webservice & API
  • Automation & workflows
  • Approval process
  • Client Portal
  • Access to SFTP
  • Portfolio management system
  • Robo-advisor / Mortgage forms
Enterprise

The best solution for financial professionals.

EUR 530

Per user / per month
(billed annually)

  • All standard plus
  • Package forms and digital signature
  • Webservice & API
  • Automation & workflows
  • Approval process
  • Client Portal
  • Access to SFTP
  • Portfolio management system
  • Robo-advisor / Mortgage forms
Unlimited

The Best of InvestGlass Artificial Intelligence.

CHF 700

Per user / per month
(billed annually)

  • All standard, all enterprise and
  • Hosting on-premise (option)
  • Predictive Generative AI 
  • Travel request
  • Risk Monitoring
  • Customisable Projects
  • Connect InvestGlass and External Data with Data Cloud and Core banking solutions
Unlimited

The Best of InvestGlass Artificial Intelligence.

EUR 750

Per user / per month
(billed annually)

  • All standard, all enterprise and
  • Hosting on-premise (option)
  • Predictive Generative AI 
  • Travel request
  • Risk Monitoring
  • Customisable Projects
  • Connect InvestGlass and External Data with Data Cloud and Core banking solutions

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.

Smile
Swiss Cloud first

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.

    InvestGlass is simple

    Partners

    Scale and grow with pre-built apps and expertise on AppExchange.
    InvestGlass is simple

    Professional Services

    Accelerate time and profitability with InvestGlass expertise.

    Frequently Asked
    Questions

    How much does Sales Cloud cost?

    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.

    Are there upfront costs or additional fees?
    InvestGlass offers a diverse range of add-ons, apps, and supplementary products that enable your company to maintain a competitive edge in your industry. We invite you to get in touch with us, so we can have a detailed conversation about the specific products you wish to integrate and how our solutions can support your goals effectively. Let’s discuss how we can assist you in staying ahead in your industry. Contact us today!
    What if my business priorities and product needs have changed?
    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 reach out to us. Let’s connect and discuss the available options 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.
    Do InvestGlass products integrate with outside applications and systems?
    Yes, InvestGlass products are designed to integrate seamlessly with various outside applications and systems. The integration capabilities of InvestGlass allow you to connect your data efficiently. In most cases, InvestGlass products offer direct integration with many external applications and systems, simplifying the data sharing process.
    Is there a free trial available?
    Yes you can benefit a 14-day trial.
    How long are your contracts?

    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.