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Product Overview
InvestGlass offers a powerful and flexible sales automation solution.
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Digital Onboarding
Build sign up forms, digitalise any legal document
CRM - Swiss Sovereign
Sell goods or services with the power of AI and process automation
Portfolio Management System
Manage banks or brokers accounts with DMP, advisory tools and more
Marketing Cloud
Attract, retain, & convert visitors into users through various promotional techniques
Artificial Intelligence
Automate tasks, provide personalised recommendations, and enhance user experience
Customers & Employee Portal
Deliver personalised interactions for customers on their channels of choice with the Swiss Suite
InvestGlass All Features
Discover InvestGlass all-in-one suite
Industries
Industries
Get industry-specific innovations that boost your business and speed up time to value and scale your productivity.
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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.
Venture Capital
InvestGlass is the premier choice for professionals seeking a comprehensive client
All Industries
InvestGlass is the premier choice for professionals seeking a comprehensive client
Support
Documentation
Invest Glass provides API Configuration
Partners
Let’s work together to create transformative customised solutions for enterprises.
Help Desk
Welcome to Invest Glass World! Let's automate your work together
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Tutorials 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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