Onboard, Close, Grow.
InvestGlass is #1 Swiss Sovereign Business Solution. Your Data are Hosted in Geneva, Switzerland.
스타터
Collect your team data in one place.
CHF 50
per user / month
Billed monthly
여기에는 다음이 포함됩니다:
- Unlimited records
- Unlimited automations
- 자동화
- 캘린더
- Contacts
- CRM Documents
- 사용자 지정 필드
+10 more features
- Import / Export
- Members
- Merge Records
- Password
- 파이프라인
- Relations
- 보고
- 역할
- Settings
- Tags
표준
Get your leads and convert them faster.
CHF 200
per user / month
Billed monthly
여기에는 다음이 포함됩니다:
- Unlimited records
- Unlimited automations
Everything in Starter, plus:
- 고급 파이프라인
- Campaign Monitoring
- Email Templates
- 이벤트 유형
- 양식
+9 more features
- Invoices
- Quotes
- Securities Products
- Settlements / Location
- 전략
- Stress Tests
- 팀 캘린더
- 영역 관리
- Universe List
엔터프라이즈
Build an extensive growth to serve each customer uniquely.
CHF 500
per user / month
Billed monthly
여기에는 다음이 포함됩니다:
- Unlimited records
- Unlimited automations
Everything in Standard, plus:
- Buttons / Links
- 클라이언트 포털
- 계약
- 디지털 서명
- Global Consolidation
+13 more features
- 목표
- Incident Types
- Model Portfolios
- Opportunity Types
- Org-Wide Sharing Defaults
- Portal / Views
- 포트폴리오 관리 시스템
- Portfolio Templates
- Publisher
- 대기열
- Sub Groups
- Travel Reports
- Travel Request Answers
Ultimate
Secure your artificial intelligence on your server, no compromise.
CHF 700
per user / month
Billed monthly
여기에는 다음이 포함됩니다:
- 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.