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Get Started with InvestGlass

InvestGlass Swiss AI-powered customer platform has all the tools you need for marketing, sales, and customer service. Each product in the platform is powerful alone, but the real magic happens when you use them together.
  • Get help evaluating if InvestGlass is right for you
  • Get information on pricing
  • Get a demo of how the features can help with your use case

Popular Features

  • Lead generation
  • Marketing automation
  • Digital onboarding
  • Sales automation
  • CRM AI
  • AI content generators
  • Portfolio management
  • Campaigns

Got questions? We’ve got answers.

My data is in another system. How can I migrate my information?

Whether you’re transitioning from a spreadsheet or switching from another CRM, we have seamless processes to assist in transferring your data to InvestGlass. You can upload your information via a spreadsheet, import it from your current CRM, or manually enter the data. Our support team is available to guide you through each step and answer any questions you may have.

If I become a customer, what type of support will I receive?

All InvestGlass customers enjoy free support from real, live humans. Most inquiries are answered in under 15 minutes, and typically, it takes fewer than two interactions to resolve an issue completely. Our goal is to provide fast, direct answers—without just sending a help article—so you can focus on running your business.

Who does InvestGlass integrate with?

We connect with hundreds of apps, and for those we don’t support (yet), you can leverage our top-tier Zapier integration or use the InvestGlass REST API. Explore all our available integrations here.