{"id":29304,"date":"2021-05-17T20:31:32","date_gmt":"2021-05-17T18:31:32","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=29304"},"modified":"2026-04-21T17:28:14","modified_gmt":"2026-04-21T15:28:14","slug":"%e3%83%96%e3%83%ad%e3%83%bc%e3%82%ab%e3%83%bc%e5%90%91%e3%81%91crc","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/ja\/crm-for-brokers\/","title":{"rendered":"\u30d6\u30ed\u30fc\u30ab\u30fc\u5411\u3051CRM"},"content":{"rendered":"<h1>The Swiss CRM Built for Brokers<\/h1>\n<div>InvestGlass empowers brokers to perform at their highest level with security, precision, and control.<\/div>\n<ul>\n<li>\n<p>\n        <a href=\"\/get-started-free\">Start for Free<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"\/investglass-pricing\">See Plans<\/a>\n    <\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-02.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-03.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-25.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-04.png\" alt=\"\"><\/p>\n<h2>Simplify Your Workflow from First Contact to Close<\/h2>\n<div>\n<p style=\"text-align: center;\">Manage clients, data, and deals in one secure platform designed for efficiency and trust.<\/p>\n<\/div>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/04\/InvestGlass-LeadCapture-2024-3b398931-1.png\" alt=\"Real estate digital onboarding solution InvestGlass\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-automation-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Digital Onboarding and eSignature<\/h3>\n<div>\n<p data-start=\"643\" data-end=\"658\">\n<p data-start=\"501\" data-end=\"641\">Onboard clients quickly with a seamless digital experience that removes paperwork and speeds up approvals while maintaining full compliance.<\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Portfolio-2024.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-ci-cd-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Portfolio Management and Risk Control<\/h3>\n<div>Monitor portfolios in real time with advanced analytics, risk assessment, and reporting tools that help you deliver tailored investment strategies.<\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Campaign-2024-3.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Marketing Automation across Email, SMS, and WhatsApp<\/h3>\n<div>Engage clients with targeted campaigns and automated follow-ups driven by real data, improving conversion while saving time.<\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-ApprovalChain-2024-1.png\" alt=\"InvestGlass Approval process\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-security-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Automation and AI-Powered Workflows<\/h3>\n<div>treamline operations with intelligent automation and GPT-driven insights that reduce manual work and support better decisions.<\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Get started today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/CleanShot-2024-05-11-at-13.57.57@2x.png\" alt=\"InvestGlass investor portal\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Investor Portal Ready for Mobile<\/h3>\n<div>Provide clients and teams with secure, intuitive access to portfolios, documents, and communication tools anytime, anywhere.<\/div>\n<p><p>\n        <a href=\"\/get-started-free\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><!--more--><br \/>\n<!-- 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