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Get Started with InvestGlass

InvestGlass Swiss AI-powered customer platform has all the tools you need for marketing, sales, and customer service. Each product in the platform is powerful alone, but the real magic happens when you use them together.
  • Get help evaluating if InvestGlass is right for you
  • Get information on pricing
  • Get a demo of how the features can help with your use case

Popular Features

  • Lead generation
  • Marketing automation
  • Digital onboarding
  • Sales automation
  • CRM AI
  • AI content generators
  • Portfolio management
  • Campaigns

Got questions? We’ve got answers.

My data is in another system. How can I migrate my information?

Whether you’re transitioning from a spreadsheet or switching from another CRM, we have seamless processes to assist in transferring your data to InvestGlass. You can upload your information via a spreadsheet, import it from your current CRM, or manually enter the data. Our support team is available to guide you through each step and answer any questions you may have.