CRM for Brokers

InvestGlass is a CRM software that was built specifically for brokers. The software includes many features that are designed to meet the needs of brokers, including a contact management system, a task manager, and a commission tracking system.

Simplify Your Workflow
From Start to End

Automation, Pipeline management, Referral management, hedge fund library, Mortgage event notifications and more.

Lead nurturing with digital forms

As a broker, you are always looking for new leads and ways to nurture them. You want to be able to quickly and easily follow up with potential customers, without having to worry about losing their information or forgetting to contact them. InvestGlass’ digital forms make it easy for you to gather leads and keep track of their information. Digital forms can be used to collect data into a Swiss cloud-based solution. The forms can be used to create properties and list properties. Forms can be added to your website with no programming. Lead generation will improve. If you wish to connect InvestGlass to third-party sources for a credit check, or name checks, InvestGlass offers an open API.

Close deals faster with simple sales pipelines

InvestGlass is excited to offer our new CRM sales pipeline for brokers. InvestGlass CRM will help you streamline your sales process and close more deals. With InvestGlass CRM, you will have all of your leads, clients, and contacts in one place. You can track your progress with each lead, see which clients are interested in which products, and stay organized with our easy-to-use interface.

Customisable CRM

InvestGlass CRM is built for small businesses or large +500 people companies. The CRM is one of the very few that is “Broker centric”. It was built by mortgage brokers for mortgage brokers. It is a hybrid-cloud solution, this means that some data are stored in the Swiss Cloud (for free) and other on your local server (optional). The sales click to call capabilities is offered with Genesys and Aircall. InvestGlass offers performance metrics, goal management, and action plans. On the CRM page, you can decide which customer data your will present to your team.

Setup your investors portal to deal faster

InvestGlass client portal is the best way for your sales team to close a deal faster. The client portal is a digital space where you can securely share documents with your clients. They can electronically sign, initial and date the documents. The client portal makes it easy for your customers to stay engaged throughout the loan process and provides them with 24/7 access to their loan information, and wealth management information. The client portal is the ultimate tool for digital transformation and automates your sales process.

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.
  • Signatys

  • Connective

  • Qwil logo

    Qwil

  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

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