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Compare solutions and pricing

InvestGlass is #1 Swiss based CRM

Where InvestGlass excels 

  • Fro teams medium to large size 
  • When you want an all-in-one system CRM, onboarding, CMS, PMS, client portal
  • At qualifying large lists of financial intermediaries
  • Financial professional templates
  • Fast onboarding but possible to go complex with records permissions and customizations
  • Dedicated success team for all customers
  • Straightforward and clear pricing with no hidden fees or hidden upselling costs
  • Hosted in Swiss Cloud
  • Possibility on your premise servers

Where InvestGlass is weaker

  • Not designed for outside sales teams
  • Not designed for inventory management or storage
  • Prebuilt SMS or Email

InvestGlass “build” mindset

  • Minimum to 0 Request for Proposal
  • Reuse 20 templates then adapt them to your business specificities
  • Ease of implementation with our success coach
  • Time to market and build payment with phases
  • Deploy and test with minimum staff engaged
  • Strong private banking references EMEA, LA, Asia
  • Quarterly penetration tests

InvestGlass

Switzerland

  • All-inclusive pricing is publicly available
  • Best value
  • Dedicated success team
  • Calling via third-party app
  • Full automation
  • Admin or dev neeed No

Pipedrive

Estonie

  • Low initial cost and many add-ons when scaling
  • Affordable
  • Custom success not available
  • Calling via third party app
  • Little automation
  • Admin or dev needed No

    HubSpot

    United States

    • Sales call required, complex pricing, hidden costs
    • Very expensive
    • Pay extra dedicated success
    • Selective countries buit-in
    • Full automation
    • Admin or dev neeed Yes

    Salesforce

    United States

    • Sales call required, complex pricing, hidden costs
    • Very expensive
    • Pay extra for custom success
    • Selective countries buit-in
    • Full automation
    • Admin or dev neeed Yes