Simplify Your Marketing Workflow
From Start to End

All-in-one securely stored in Swiss Mountains.

Lead nurturing & Lead Scoring

InvestGlass is excited to offer our new digital marketing tools to help you nurture your leads and grow your business. Our easy-to-use forms allow you to collect leads’ contact information and track their interactions with your brand. This valuable data will help you better understand your customers and target your marketing efforts for maximum impact.

With InvestGlass, you can easily create beautiful forms that match your brand’s look and feel. We offer a variety of templates to choose from, or you can customize your own. Our drag-and-drop interface makes it easy to add or change fields, and you can use our built-in tools to segment your leads and send targeted communications.

InvestGlass is the perfect solution for businesses of all


InvestGlass Marketing Tools is an all-in-one solution for businesses looking to automate their marketing processes. With InvestGlass, businesses can develop and track campaigns, create and manage lists, and cultivate relationships with customers and prospects. InvestGlass also provides comprehensive reporting and analytics tools to help businesses measure their marketing performance and ROI.


The powerful campaign tool is built multiple purposes: charity, selling funds, tracking customers engagement, update KYC information. InvestGlass syncs with InvestGlass campaigns to display the campaigns, their participants, and statuses.

Email/SMS Automation

With our email/SMS automation feature, you can send the right message to the right people at the right time, using automated workflows. This is extremely effective for lead nurturing and will ultimately help you drive sales from potential and existing customers alike. In addition, our marketing tools provide valuable insights and analytics that can help you fine-tune your marketing strategies for even greater success. So why wait? Sign up today and see how InvestGlass Marketing Tools can take your business to the next level!

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills.
  • Signatys

  • Connective

  • Qwil logo


  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

Discover a swiss platform made for
every type of marketer.

Email Marketing

Digital onboarding

Marketing Analytics

KYC remediation

Scheduled communication

Swiss Cloud Storage

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