Onboard, Close, Grow.
InvestGlass is #1 Swiss Sovereign Business Solution. Your Data are Hosted in Geneva, Switzerland.
Starter
Collect your team data in one place.
50 CHF
per user / month
Billed monthly
Obejmuje to:
- Unlimited records
- Unlimited automations
- Automatyzacja
- Kalendarz
- Contacts
- CRM Documents
- Pola niestandardowe
+10 more features
- Import / Export
- Members
- Merge Records
- Password
- Rurociągi
- Relations
- Raportowanie
- Roles
- Settings
- Tags
Standard
Get your leads and convert them faster.
200 CHF
per user / month
Billed monthly
Obejmuje to:
- Unlimited records
- Unlimited automations
Everything in Starter, plus:
- Zaawansowany rurociąg
- Campaign Monitoring
- Email Templates
- Typ zdarzenia
- Formularze
+9 more features
- Invoices
- Quotes
- Securities Products
- Settlements / Location
- Strategie
- Stress Tests
- Kalendarz zespołu
- Zarządzanie terytorium
- Universe List
Przedsiębiorstwo
Build an extensive growth to serve each customer uniquely.
500 CHF
per user / month
Billed monthly
Obejmuje to:
- Unlimited records
- Unlimited automations
Everything in Standard, plus:
- Buttons / Links
- Portal klienta
- Umowy
- Podpis cyfrowy
- Global Consolidation
+13 more features
- Cele
- Incident Types
- Model Portfolios
- Opportunity Types
- Org-Wide Sharing Defaults
- Portal / Views
- System zarządzania portfelem
- Portfolio Templates
- Publisher
- Kolejki
- Sub Groups
- Travel Reports
- Travel Request Answers
Ultimate
Secure your artificial intelligence on your server, no compromise.
700 CHF
per user / month
Billed monthly
Obejmuje to:
- 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.