Digital Onboarding and Signature
InvestGlass simplifies the client onboarding process with seamless 디지털 온보딩 and e-signature features. This functionality allows project managers to swiftly gather client information and secure signatures without the need for physical paperwork. The streamlined process enhances efficiency, reduces errors, and improves client experience from the very beginning.
Calendar and Task Manager
Stay organized and on top of your projects with InvestGlass’s integrated calendar and task manager. Schedule meetings, set deadlines, and assign tasks all within the CRM. The intuitive interface ensures that project managers can easily track progress, manage workloads, and ensure timely project completio
Swiss Neutral CRM
InvestGlass prides itself on being a Swiss Neutral CRM, offering a secure and unbiased platform for managing your projects. With a focus on privacy and data protection, InvestGlass ensures that all client information is handled with the utmost care, adhering to stringent Swiss data privacy regulations.
마케팅 자동화
Enhance your marketing efforts with InvestGlass’s marketing automation tools. Create, manage, and analyze campaigns effortlessly. The CRM’s automation capabilities allow project managers to personalize client interactions, nurture leads, and track marketing performance, ultimately driving more effective and targeted marketing strategies.
Comprehensive Project Management
InvestGlass offers an all-in-one solution tailored for project managers. From digital onboarding to risk monitoring, every feature is designed to streamline workflows, enhance productivity, and ensure successful project outcomes. Experience the power of a fully integrated CRM that supports every aspect of your project management needs.