Move from a US-based CRM to a European – SWISS-hosted solution – Geneva and Vaud Canton.
Connect their business-critical tools through InvestGlass’ integrations and flexible API For more details
Simplify Your Workflow From Start to End
100 employees? 1’000 employees? 10’000 employees?
Enterprise-grade CRM Platform built for scaling companies
Salesforce is a great CRM, but it may not flex to the way your business runs. InvestGlass CRM Platform is built to flex to the way your business runs. With customizable dashboards, drag and drop features, and more, InvestGlass can be tailored to your specific needs.
Extensive integration ecosystem and a flexible API
With over 500 integrations, you can connect your favorite tools to InvestGlass This makes it easy to keep track of your investments and find new opportunities.
One of the advantages of InvestGlass is that it integrates with many different FINTECHs. This makes it easy to keep track of your investments and find new opportunities. Some of our integrations include:
InvestGlass includes 24/7 support for every user, free software certifications and courses, and Genius Bars, and a knowledge base that can get your team up to speed promptly. These features would be extremely beneficial for my team and would help us to be more productive.