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InvestGlass offers a powerful and flexible sales automation solution.
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Digital Onboarding
Build sign up forms, digitalise any legal document.
Portfolio Management System
Manage banks or brokers accounts with DMP, advisory tools and more.
Marketing
Attract, retain, & convert visitors into users through various promotional techniques
Invest Glass Features
Build sign up forms, digitalise any legal document.
CRM for Sales
Sell goods or services with the power of automation.
Artificial Intelligence
Automate tasks, provide personalised recommendations, and enhance user experience
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Build sign up forms, digitalise any legal document.
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Invest Glass manages client relationships, investment portfolios, and various financial activities.
Industries
Industries
Completing more transactions, deepening relationships
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Bank and Financial Services
Organizations can reduce operational costs and innovate faster
Real Estate
Our customers are showing how great processes
Fundraising
InvestGlass is the only Swiss hosted portal for your real esate investors.
Insurance
InvestGlass provides a CRM tool specifically designed for Islamic finance institutions.
Private Sector
InvestGlass offers a comprehensive CRM solution
Public Sector
InvestGlass facilitates the swift and incremental transformation of public services
Fintech
Investglass is the premier choice for professionals seeking a comprehensive client
Professions
Investglass is the premier choice for professionals seeking a comprehensive client
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Lead Scoring
One potent strategy is leveraging a lead scoring model, a methodology to rank prospects...
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About InvestGlass
InvestGlass integrated CRM platform contains the marketing, sales, service, operations, and portfolio management software you need to grow your business.
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Corporate News
Former Swiss banker is now getting 100-plus banking businesses to go digital worldwide: Here's why, how
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Email Marketing in Dubai
Email Marketing in Dubai: Your Ultimate Guide to Success with InvestGlass CRM
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