End to End Client Digital Onboarding Learn More->

Visualize Leads and Deals

Kanban

Agile is the Competitive Advantage

Create your own pipelines and customize your column types so you can find your perfect workflow. Everything starts with a visual board, a super visual board.

  • Financial service friendly
  • Drag and drop
  • Exportable data

Calendar

Stay focus on deals and predict revenue

Check deals, contacts, contracts activities day by day or in a to-do list format. Get activity reminders via notifications and emails. Schedule call and Zoom meetings with your clients.

  • Customisable Calendar
  • Synch to Outlook Cloud and Gmail
  • Share meeting with clients

From Marketplace to Checkout

Break through the noise

Store your products in a secure online website. Impress your customers and investors with a beautiful marketplace view. Interact via the client portal and collect trades.

  • Update marketplace with API
  • Collect trades and credit cards
  • Fully responsive experience
  • Customize checkout
  • Set 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.

InvestGlass is designed
to keep you selling