영업용 CRM
InvestGlass streamlines sales and maximizes revenue. Manage investments, sales opportunities, and customer data privacy effortlessly, while staying compliant with regulations. Join InvestGlass now for a complete sales solution that boosts your efficiency and closes more deals.
워크플로 간소화
시작부터 끝까지
Experience the power of Swiss innovation with our all-in-one CRM. Manage digital onboarding, life cycle, portfolio, and marketing campaigns effortlessly. Say goodbye to multiple tools and hello to streamlined efficiency. Join us now to stay ahead in the game.
유연한 CRM
Organize and manage customer relationships effortlessly with InvestGlass’s AI-powered CRM. Our tool seamlessly integrates with external systems, providing contextual customer information for sales, marketing, and customer support teams. Join us now for a centralized and easy-to-use platform that streamlines your workflow and boosts your sales.
영업 파이프라인 및 거래
Maximize growth with InvestGlass’s pipeline functionality. Easily track every sale or deal from start to finish to gain valuable insights into your product or service’s life cycle. Stay organized, identify successful stages, and make informed decisions about your business’s future. With InvestGlass, confidently forecast and plan for growth with data-driven decisions.
디지털 온보딩
Save time and simplify onboarding with InvestGlass’s digital feature. Create digital forms that prospects and clients can fill out online and collect electronic signatures. No more printing or mailing forms. InvestGlass’s digital onboarding is a must-have tool for any investor who wants a streamlined process. Get the information you need quickly and easily with InvestGlass.
자동화된 워크플로
Save time and increase efficiency with InvestGlass’s automation capabilities. Our CRM automates tedious tasks like approval processes, email responses, event creation, and follow-up notifications. Our template feature streamlines complex automation. Join us now to improve customer service and boost sales for your company.
Beyond the Swiss CRM – leverage a full PMS
InvestGlass offers a full PMS solution that’s ready to connect to your banks and brokers’ sources. Unlike traditional CRM solutions, our platform provides the features you need to manage portfolios, retain customer data, and assess performance against peers. Join us now and revolutionize the way you manage your business.
- 스위스 또는 현지 서버에서의 턴키 호스팅
- Built-in template for financial institutions
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더 많은 리드 확보
- 더 빠른 거래 성사 지원
- 규제 프레임워크 존중
- 영업 업무 자동화
- 고객 커뮤니케이션 지원
- 맞춤형 판매 보고서 만들기
