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Plans & Pricing

Standard

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
Try for free

Purchase now

Standard

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
Try for free

Purchase now

Professional

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
Try for free

Purchase now

Professional

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
Try for free

Purchase now

Unlimited

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
Try for free
Unlimited

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
Try for free

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 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.

Book a meeting with our 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
    Contact Sales

  • 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
    Contact Sales

  • 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
    Contact Sales

  • 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
    Contact Sales

    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.

    InvestGlass is simple

    Partners

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

    Professional Services

    Accelerate time and profitability with InvestGlass expertise.
    Visit Partner Ecosystem

    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.
    Can I upgrade my subscription later?
    Yes you can!
    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.