End to End Client Digital Onboarding Learn More->

The Swiss Hosted CRM


From Prospects to Activities

Leverage InvestGlass web forms to capture new leads. To add it to a website, just paste the code snippet in a CMS like WordPress. All web forms data is stored directly into InvestGlass CRM. No dual entry!

  • Digital forms
  • Digital signature
  • CRM

Manage leads
and deals

Pipeline and Deal Flow Management

Add deals, their value, win probability and expected close date, then track them through your pipeline stages. Create custom fields for your teams, products, or industry and work your way.

  • Customisable CRM
  • Deal Pipeline
  • Meetings Calendar


Break through the noise

Store key documents into InvestGlass and digitalize. Interactions history and transactions are tracked in the same place to facilitate your dialogue. Interact via email or through your client portal.

  • Contact report tracking
  • Follow up tasks
  • Client portal
  • Digital signature

Bulk email

Create email templates and send them with personalize text and attachments. Automate advisory and track who is opening your emails.

Customizable dashboards

Find InvestGlass pre-built reports and your own customizable dashboards to watch emails and contact reports turn into business. The reports can be adjusted to show your important metrics.

Easy import

When you import existing contacts list into InvestGlass, InvestGlass will automatically find missing fields to create custom fields in few seconds.

Advanced roles & permissions

Set for roles and access to views and data based on roles.

Marketing Automation

Perfect tool to engage with your customers and streamline interaction such as marketing campaigns and CRM KYC reviews.

Digital contract and signature

Turn your CRM data into digital contract you can export in PDF, share on client web portal and collect single or multiple signature.

Task and reminders

Generate tasks to do and assign them to yourself or a team member. CRM anniversary and KYC warning generate can generate tasks too.


Need to organise conf call with your clients - choose from several slots form your calendar - send them the link to your conf call.

Data Enrichment

Connect InvestGlass API to Crunchbase, PitchBook, Sourcescrub, Morningtar, Factset, Bloomberg and more...


Check your Google or Outlook calendar via InvestGlass API. Synchronize meeting and todos.

Product Catalog

Create customizable security or items catalog. Track clients' interest and transactions.

File attachments

Attach files to your emails, deals and contacts. Create and manage folders where you can store reports, documents and more.

Secure infrastructure

We store and protect your data using world-class hosting infrastructure in SafeHost Geneva and Exoscale Lausanne both in Switzerland.

Daily backups

Every day - we back up your data daily going back twelve months.


InvestGlass is fully committed to meeting GDPR requirements.


Automate any step of your sales process and compliance process. Set triggers and desired actions, then let your automation do the work for you. Automate personalized email templates to go out when you create a deal, send marketing campaign.