Onboard, Close, Grow.
InvestGlass is #1 Swiss Sovereign Business Solution. Your Data are Hosted in Geneva, Switzerland.
Starter
Collect your team data in one place.
CHF 50
per user / month
Billed monthly
This includes:
- Unlimited records
- Unlimited automations
- Automation
- Calendar
- Contacts
- CRM Documents
- Custom Fields
+10 more features
- Import / Export
- Members
- Merge Records
- Password
- Pipelines
- Relations
- Reporting
- Roles
- Settings
- Tags
Standard
Get your leads and convert them faster.
CHF 200
per user / month
Billed monthly
This includes:
- Unlimited records
- Unlimited automations
Everything in Starter, plus:
- Advanced pipeline
- Campaign Monitoring
- Email Templates
- Event Type
- Forms
+9 more features
- Invoices
- Quotes
- Securities Products
- Settlements / Location
- Strategies
- Stress Tests
- Team Calendar
- Territory management
- Universe List
Enterprise
Build an extensive growth to serve each customer uniquely.
CHF 500
per user / month
Billed monthly
This includes:
- Unlimited records
- Unlimited automations
Everything in Standard, plus:
- Buttons / Links
- Client portal
- Contracts
- Digital signature
- Global Consolidation
+13 more features
- Goals
- Incident Types
- Model Portfolios
- Opportunity Types
- Org-Wide Sharing Defaults
- Portal / Views
- Portfolio management system
- Portfolio Templates
- Publisher
- Queues
- Sub Groups
- Travel Reports
- Travel Request Answers
Ultimate
Secure your artificial intelligence on your server, no compromise.
CHF 700
per user / month
Billed monthly
This includes:
- Unlimited records
- Unlimited automations
Everything in Enterprise, plus:
- Core banking connection
- Hosting on premise
- On premise Artificial Intelligence
- Customisable projects with InvestGlass Swiss team
All prices are per seat / month, billed monthly. Cancel anytime.