CRM for Real Estate Investors
InvestGlass is a powerful platform for real estate investors that maximizes your sales efficiency. Easily manage investment and sales opportunities, stay compliant with regulations, and protect customer data privacy.
워크플로 간소화
시작부터 끝까지
The first Swiss CRM for real estate investors to manage digital onboarding, life cycle management, portfolio management, and marketing campaigns end-to-end.
자동화된 워크플로
InvestGlass is a user-friendly real estate CRM that automates workflows and integrates with digital signature solutions. The platform simplifies the lending and real estate processes with collaborative tools and sales force automation. Easily create digital onboarding forms and store investment reports securely in the Swiss Cloud. InvestGlass is perfect for real estate investors looking to streamline their operations with automation.
유연한 CRM
InvestGlass is a flexible real estate CRM that can be customized to meet your specific business needs. No coding knowledge is required. Customize standard tabs and record types with custom fields and page layouts. Track your progress and make informed decisions with a range of reports and dashboards. InvestGlass is perfect for both beginners and experienced users in the real estate industry.
디지털 온보딩
InvestGlass simplifies the onboarding process for real estate investors with digital forms and e-signatures. Collect information from prospects and clients quickly and easily without printing or mailing forms. Save time and streamline your operations with InvestGlass’s digital onboarding feature.
영업 파이프라인 및 거래
InvestGlass’s sales pipeline and deals management tool simplifies the real estate investment process. The platform streamlines the entire process, from lead capture to onboarding and portfolio management. With automated workflows, customizations, and digital signature solutions, InvestGlass saves you time and increases efficiency. Get real-time reports and dashboards to track progress and make informed decisions. InvestGlass is the perfect solution for real estate investors looking to streamline their sales pipeline and deals.
Beyond the Swiss CRM – leverage a full PMS
InvestGlass offers a full PMS (Portfolio Management System) specifically designed for real estate investors. Unlike traditional CRM solutions, InvestGlass provides features necessary for managing portfolios, retaining customer data, and assessing performance against peers. The PMS is ready to be connected to your banks and brokers’ sources, making it easy to manage your real estate investments.
- 스위스 또는 현지 서버에서의 턴키 호스팅
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Built-in template for real estate institutions
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더 많은 리드 확보
- 더 빠른 거래 성사 지원
- 규제 프레임워크 존중
- 영업 업무 자동화
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Support your investor communication
- 맞춤형 판매 보고서 만들기
